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Founded in 2005, 57 Stars is a boutique alternative asset manager focused on growth and venture investments globally, primarily outside of the United States, through primary and secondary private equity partnerships, co-investments, and direct investments. With more than USD 4.5 billion raised and managed, the firm invests on behalf of leading institutions in high-growth sectors of the global economy driven by technological innovation and rapid user adoption.
57 Stars was founded on the belief that we could reach untapped investment potential with compelling risk adjusted returns while contributing to the sustainable growth of the communities and countries in which we invest. We have been fortunate to participate in purpose-driven companies that are finding profitable solutions to global challenges, and we have developed a dedicated impact investing strategy to invest in such companies with impact intentionality and measurement.
Focusing particularly on environmental sustainability, healthcare, and financial inclusion, 57 Start's impact investing strategy leverages the firm's global platform to invest in tech-driven, high-growth businesses promoting environmental sustainability and improving access to products and services for underserved populations, in alignment with the Sustainable Development Goals.
The firm employs an investment framework informed by responsible investing principles and is a member of the IFRS Sustainability Alliance and the Global Impact Investing Network.
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abrdn.com
The value of investments and the income from them can go down as well as up and investors may get back less than the amount invested.
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Allia C&C, part of the Allia group, supports a range of organisations whose core purpose is to transform lives, communities and the environment. With extensive experience across different sectors – particularly housing, care and education – we help ensure the optimal funding solution is achieved to deliver more impact, whether that’s a bank loan, bond or private placement.
We also have strong connections with ethical investors from across the market, including high street banks, retail investors pension funds and institutional investors – offering them access to, and expertise in, socially responsible investments.
So we’re uniquely able to align high social impact businesses with investors who not only seek a financial return but want to see their money do good in society.
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At AllianceBernstein (AB), we believe that effective responsible investing must start with an unwavering commitment to be a responsible firm ourselves. For more than 50 years, AB has served both our clients and the communities we operate in responsibly. Our promise to be a responsible citizen for all stakeholders underpins our approach to Responsible Investing. We seek to model the same behaviors we expect from investee companies: strong governance, positive social impact, and thoughtful environmental stewardship. Indeed, our strong, long-standing commitment to corporate responsibility makes us more responsible investors for our clients.
Our primary approach to Responsible Investing is through "Integration", meaning we fully integrate ESG factors into our research investment processes, and we actively engage on ESG-related issues. We do so for all actively-managed equity and fixed income client accounts and funds, which represent the majority of our AUM. Drawing on our experience as active owners ourselves, we designed and offer “Portfolios with Purpose”: Strategies that go one step further than ESG integration, incorporating one or more explicit ESG objectives/approaches into their day-to-day management. These solutions – screening, goals-based, sustainable and impact - address our clients’ increasing desire to invest their capital with purpose while also pursuing strong investment returns.
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Alpha Associates (“Alpha”) is an independent private equity, private debt and infrastructure manager and advisor based in Zurich, Switzerland, with a team of more than 50 professionals. The firm is owned and managed by its founding partners and is an asset manager of collective investment schemes regulated by the Swiss Financial Market Supervisory Authority FINMA. Alpha believes that the integration of material environmental, social and governance (“ESG”) factors into the investment processes is a core part of the fiduciary duty to act in the best interests of Alpha’s clients and their beneficiaries. As such, Alpha is a signatory of the United Nations Principles for Responsible Investment. In addition to aligning our ESG reporting with the SFDR requirements, we are also broadening the ESG section on our website to include not only our ESG Policy, but also our Sustainability Risk Policy, Remuneration Policy and SFDR related documentation as well as all disclosure for our SFDR Art. 8 Infrastructure fund-of-funds and our SFDR Art.9 Impact fund-of-funds.
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AlphaReal is a specialist real assets investment manager focused on secure income strategies. We invest in UK and European assets with predictable secure long-term cash flows. We seek to provide market-leading and innovative real asset solutions across a range of investments such as commercial ground rents and long lease property, renewable infrastructure, social infrastructure and secured lending, combining operational real estate expertise and fixed income skills.
Our sustainability philosophy is built around the pillars of quantitative approach, rigorous analysis, transparency, and continuous improvement. We believe that if a sustainability risk can be measured, it can be more easily mitigated or avoided. For this reason, we seek to quantify sustainability characteristics wherever possible. As well as detailed asset-specific environmental due diligence, we also seek practical and relevant indicators such as Ofsted ratings for education assets or CQC ratings for care assets. UN Sustainable Development Goals (SDGs) are also a core component of this analysis. We take a positive approach in our efforts to find better ways to measure the sustainability characteristics of the assets we manage, and we place great importance on transparency with all our stakeholders. We seek to be transparent about challenges we may face, and seek to present information in a way that is easy to understand and supported by our quantitative approach and rigorous analysis.
We look for long-term relationships with our investment partners, tenants, lenders and other stakeholders. We are signatories to the United Nations Principles for Responsible Investment (UN PRI), the UN Global Compact and members of INREV and AREF.
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American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting breakthrough medical research.
Founded in 1958, American Century Investments’ 1,400 employees serve financial professionals, institutions, corporations and individual investors from offices in New York; London; Frankfurt; Hong Kong; Sydney; Santa Clara, Calif.; and Kansas City, Mo.
Jonathan S. Thomas is president and chief executive officer, and Victor Zhang serves as chief investment officer. Delivering investment results to clients enables American Century Investments to distribute over 40% of its dividends to the Stowers Institute for Medical Research, a 500-person, nonprofit basic biomedical research organization. The Institute owns more than 40% of American Century Investments and has received dividend payments of nearly $2 billion since 2000. For more information about American Century Investments, visit www.americancentury.com.
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Aquila Capital is an investment and industrial development company focused to generate and manage essential assets on behalf of its clients. By investing in clean energy and sustainable infrastructure, Aquila Capital contributes to the global energy transition and strengthens the world’s infrastructure backbone. The company initiates, develops, and manages these essential assets along the entire value chain and lifetime. Currently Aquila Capital manages around 12.5 billion euros on behalf of institutional investors worldwide. Our primary objective is to generate performance for our clients by managing the complexity of essential assets.
Today, the company manages wind energy, solar PV and hydropower assets of more than 10 GW capacity. Additionally, over 2 million square metres of sustainable real estate and green logistics projects have been completed or are under development. Aquila Capital also invests in energy efficiency, carbon forestry, and data centres. Aquila Capital has been carbon neutral since 2006. Sustainability has always been part of our value system and is an integral part of our investment strategies, processes, and management of our assets. The company has around 600 employees from 48 nations, operating in 14 offices in twelve countries worldwide.
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Artemis is a leading UK-based fund manager, offering a range of funds which invest in the UK, Europe, the US and around the world. As a dedicated, active investment house, we specialise in investment management for both retail and institutional investors. The firm now manages some £26.2 bn*(€31.3bn / $31.9bn) across a range of funds, two investment trusts, a venture capital trust and both pooled and segregated institutional portfolios. A number of these funds are available to investors in continental Europe and Singapore.
Independent and owner-managed, the firm’s aim has always been to offer exemplary performance and client service. All Artemis’ staff share these two precepts – and the same flair and enthusiasm for fund management. Our managers invest in their own and their colleagues’ funds, which aligns their interests directly with those of our investors.
*Source: Artemis as at 31 July 2022. 
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Astarte Capital Partners was founded in 2015 and is an independent alternatives co-investment platform with a focus on the real assets space. Astarte’s main focus is to build and provide access to institutional quality investment platforms that focus on real asset backed strategies which are supported by mega macroeconomic trends, such as ageing population, food safety, clean water and the transition into smart cities. These platforms are built in partnership with best-in-class operating teams that can demonstrate a strong track record in the specific asset class.
Astarte brings over 250 years of asset management and investment fund formation experience with a strategy of working closely with and institutionalizing operating teams. The aim is to contribute unique insights to governance, operation, transparency, ESG and reporting requirements expected by institutional investors. The ESG team of Astarte has developed a proprietary framework specifically designed for assessing, identifying, monitoring and mitigating material ESG risks as well as, creating opportunities and enhancing increased positive impact to all stakeholders involved. As an active asset manager building multiple sustainable investment platforms, Astarte is aspiring to act as a catalyst in the development of the next generation of ESG standards and responsibilities for private markets.
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We are a global asset manager that combines our insurance heritage, investment capabilities and sustainability expertise to deliver wealth and retirement outcomes that matter most to investors.
We are proud to be a company of action. United by a firm-wide commitment to work with and for our clients to do what is right for them, society and the world around us. Responsibility is embedded across all levels of our organisation, in our purpose, people and processes. Understanding ESG, the risks and the opportunities, helps us to be better investors, delivering the investment outcomes our clients expect and making informed decisions on people, earth and climate.
In 2021 we voted on 70,956 resolutions at 6,648 shareholder meetings, representing 27% of votes against management resolutions including 47% of pay proposal. We undertook 2,959 company engagements to identify and reduce ESG risks in our portfolios.
We made strong progress in 2021, with a total of £783 million of sustainable lending delivered to date, we have already achieved 78% of the £1 billion we have committed to delivering by 2025.
In addition, Aviva Investors was rated A+ by the UN PRI in 2020 and awarded Best ESG Asset Manager at the 2021 Corporate Adviser Awards.
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AXA Investment Managers (AXA IM) is an active, long-term, global, multi-asset investor. We work with our clients today to provide the solutions they need to help secure a better tomorrow for their investments, while creating a positive change for the world in which we all live.
With fundamental research at the core of our process, our investment professionals seek out and develop the most efficient and robust sources of alpha across world markets, marrying innovation and risk management in a bid to deliver long-term, value for clients.
AXA IM has a long history of innovation and, as a part of the broader AXA group, we are attuned to thinking long term about both risk and return. This combination makes us adept at mitigating tomorrow’s challenges and taking advantage of the opportunities that accompany them.
As stewards of our clients’ assets, our primary goal is to help them preserve and grow their wealth. We believe that an important part of achieving this is investing responsibly. This is why we incorporate environmental, social and governance considerations into our investment decisions and offer clients a full spectrum of responsible and impact investing tools.
Over two decades, we have become one of the largest asset managers in Europe, entrusted with £646 billion (€735bn) in assets as of 30 June 2017. Our 2,400 staff serve over 5,000 clients in 62 countries around the world.
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Baillie Gifford has over 100 years of global investment experience and over 30 years serving LGPS clients. Our primary goal is to add value over the long term – we achieve this through a single focus on active management. This means that our priorities are aligned with those of our clients as we commit to improving LGPS member outcomes through long-term sustainable investments.
We are long-term investors, not speculators. Our investment philosophy focuses on growth while our universe is global. Accordingly, we believe that fundamental analysis and proprietary research are core to a successful, long-term, bottom-up investment approach. From our head office in Edinburgh we are able to harness this intellectually curious and rigorous approach – where the sharing of ideas and robust debate between our investment teams are central to our investment process.
The result is a successful business that continues to grow organically. We now manage and advise over £277bn in specialist equity, fixed income and multi-asset portfolios for a global client base.
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Barings is a $347+ billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment.
*As of December 31, 2022
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Barnett Waddingham is a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. Across Barnett Waddingham, we work to assist trustees with all aspects of running their pension scheme, including ESG, responsible and impact investment considerations. We give comprehensive advice on the regulatory ESG framework affecting pension schemes and we design practical, client-focused solutions to help our clients reflect their beliefs, on ESG considerations and beyond, in their investment strategy.
Our ESG, responsible and impact research is supported by a working group whose expertise spans across manager research, DB and DC consulting. This group draws on the depth of knowledge from across the firm to provide insightful and innovative research, training and support.
As a firm, we recognise that we have an impact that goes beyond our core activities. Barnett Waddingham believes in giving back to the communities where our employees live and work, and have developed corporate social investment policies to address our own impact, as well as charitable donations and paid staff volunteering. 
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A clean technology-centric ecosystem, Beam Earth develops, structures, and provides funding for environmentally aligned businesses and services across the investment themes of clean energy, sustainability, and financial innovation. Together, Beam and its shareholders acquire, co-invest and operate environmentally progressive companies, as well as transition technologies and innovative financial solutions to deliver enhanced returns and minimum environmental impact.
All of Beam´s management decisions are driven by a commitment to the improvement of eco responsibility, best practices, and a holistic approach to reducing environmental impact. This is accomplished through Beam’s interconnected business lines, that harbor its commitment and passion for making ESG a reality, and through which it meets institutional impact investor’s needs that include real asset ownership, ESG requirements and attractive risk-adjusted returns.
Beam is at the forefront of new clean transition-related business opportunities that will have a positive social impact on the environment and where its experience and infrastructure will add value. Hydrogen is considered the best chance for decarbonizing the global economy, so Beam (TEH) is focusing on economic extraction of white natural hydrogen from sub-surface with minimal environmental footprint. Beam will leverage its ESG expertise and proven track record to deliver profitable, clean, customized solutions by adapting disruptive environmentally-friendly technologies to face the challenges raised by renewable white hydrogen production.
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At Berenberg Wealth & Asset Management, we have managed sustainable strategies for decades. We believe the consideration of ESG factors as key to investment decision making given that it helps our portfolio managers to better analyse risk and return. We incorporate ESG factors by analysing risks and opportunities using our own research and via third party providers. Furthermore, our highly experienced portfolio managers have access to corporate management and industry experts where we have open and detailed conversations concerning companies’ ESG capabilities. This helps us to gain unique company insights, especially regarding potential growth drivers and guide companies in relation to sustainability-related matters. In addition, the open dialogue amongst our own investment professionals enhances our ESG integration as we benefit from the team’s depth of industry experience and knowledge. We offer a broad range of ESG investment approaches including negative/exclusionary screening, impact investing and ESG integration into fundamental assessments. We apply ESG analysis across different asset classes in our quantitative and discretionary strategies and work with our clients in segregated mandates to reflect their specific preferences around ESG and sustainability.
Berenberg is a signatory to the Principles for Responsible Investment (PRI), a member of the International Corporate Governance Network (ICGN), a participant of the ‘Know The Chain’ benchmark and a signatory of the Access to Medicine Foundation’s investor statement for a fair, equitable and global response to the COVID-19 pandemic.
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bfinance is an independent investment consultant providing a range of services to investors across the globe (more than 35 countries to date). These services including manager research and selection, portfolio strategy and design, risk analytics, fee benchmarking, performance monitoring and more. The firm does not provide any asset management or fiduciary management services and we believe that such services represent a potential conflict of interest alongside investment advisory activities.
Within these services, the firm has long worked to help clients in developing and implementing their approaches to responsible investment. Investors face a range of challenges in this space including developing effective ESG policies, integrating specific ESG or impact considerations into manager research and delivering on ESG or impact reporting objectives. Our clients frequently have specific individual requirements: there is no ‘one size fits all’ when it comes to responsible investment. The firm’s highly differentiated manager selection process has been particularly useful in addressing ESG considerations, since it enables an investor’s unique requirements to be applied to the widest universe of managers. Managers can score poorly on ESG criteria for specific clients while having a strong (generic) ESG rating from another relevant entity.
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Big Issue Invest extends The Big Issue’s mission by financing the growth of sustainable social enterprises and charities across the UK. Big Issue Invest offers loans and investment from £20,000 to £3 million. Since launching in 2005, we have invested in over 330 organisations, all of which have positively influenced the lives of people across the UK.
We are also bringing the mainstream to social investment with the UK Social Bond Fund, in partnership with Columbia Threadneedle, and the UK Equity Impact – Employment Opportunities Fund, in collaboration with Aberdeen Standard Investments. Big Issue Invest is also helping to pave the way for 3.4 million social housing tenants to potentially improve their credit, by partnering with Experian on The Rental Exchange. The capital raised by Big Issue Invest comes from mainly private sources and not from sales of the magazine and Big Issue Invest pays any dividends generated by our investments to our parent company, The Big Issue Group.
Created by social entrepreneurs, for social entrepreneurs, Big Issue Invest is the world’s first ‘Social Merchant Bank’ and a steadfast champion of social enterprise.
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Big Society Capital exists to improve the lives of people in the UK through social impact investing. We unite ideas, expertise and capital to create investment solutions for the UK’s social challenges, supporting organisations that deliver both positive social impact and sustainable financial returns. So far, we have helped channel £2.5 billion* into investments tackling a wide range of social problems.
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BNP Paribas Asset Management (BNPP AM) is the investment arm of BNP Paribas, a leading banking group in Europe with international reach. BNPP AM aims to generate long-term sustainable investment returns for its clients, based on a unique sustainability-driven philosophy.
BNPP AM’s investment capabilities are focused around five key strategies:
Sustainability is embedded within BNPP AM’s strategy and investment decision-making. Among the leaders in thematic investment in Europe, BNPP AM contributes to the energy transition, environmental sustainability and the promotion of equality and inclusive growth. We currently manage EUR 502 billion of assets and benefits from the expertise of around 500 investment professionals and over 400 client servicing specialists, serving individual, corporate and institutional clients in 69 countries.
Source: BNPP AM, as at 30 September 2021
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Bridges Fund Management (formerly Bridges Ventures) is a specialist fund manager focused exclusively on sustainable and impact investment, with offices in London, New York and San Francisco. Since 2002, the firm has raised over £900m to invest in SMEs, properties and social sector organisations that are helping to tackle some of society’s biggest challenges, with a focus on four themes: health & wellbeing, education & skills, sustainable living and underserved markets.
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Corporate sponsors seeing their pensions as ESG flagships not legacy problems can be transformational. C-Suite Pension Strategies makes that possible.
With long term investment plans aligned to a group’s environmental policies and with social policies designed to help past and present and employees, all stakeholders benefit. Higher asset allocations to impact and place-based investments can be written into Statements of Investment Principles of DB schemes. The 'endgame, get rid' mindset is not serving the UK economy well. With inflation devaluing members’ pensions, trustees and sponsors are looking for a more positive approach. C-Suite Pension Strategies provide it. Asset managers as well as pension practitioners should respond and see there is renewed purpose for pensions.
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CACEIS are a securities services company with an ambition to become the sustainable governance partner of choice for pension schemes of all shapes and sizes. This drives our focus on providing tools for pension schemes so they can assess, monitor and report on their costs, ESG and climate risks, and fulfil regulatory reporting, such as TCFD. We also have a strong focus on helping pension schemes navigate the evolving landscape on sustainability. This drives our delivery of education across the pensions industry, covering areas such as ESG, climate risk and biodiversity risk.
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Candriam is a European asset management company:
Our name is an acronym for Conviction AND Responsibility In Asset Management, which means our managers actively position their portfolios, away from trends and benchmarks.
We have been a pioneer in sustainable investing since 1996, and now represents over €105 billion* under management, Candriam offers investment solutions across all asset classes, including bonds, equities, absolute performance, asset allocation, real estate, and private debt.
ESG factors are a part of all our investment analysis, whether an ESG-labeled product or not. We believe decarbonising our activities and reducing inequalities are such huge challenges to economies that they are integral to the future of financial markets and that we can make impact, but also define, monitor, and report on impact.
We are a member of the New York Life Group of companies, one of the world’s leading global insurers and investment managers, with whom we share a long-term vision: To offer you quality services and performance in a long-term relationship.
*Data as at 31 December 2021
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Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy, private equity (primaries, secondaries co-investments) and private credit. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement1, and employs approximately 150 professionals globally across 12 offices in Europe, North America, and Asia.
With over three decades of experience, Capital Dynamics has developed long-term relationships with over 350 private equity fund managers globally, enabling powerful and propriety deal flow across primaries, secondaries, co-investments, and private credit opportunities. The Firm’s clean energy platform makes direct equity investments in carbon-reducing renewable energy power generation from late-stage development to commercial operations.
Capital Dynamics is a recognized industry leader in responsible investment, receiving high marks from UNPRI and GRESB for its Investment & Stewardship Policy, and investment strategies. The Firm combines robust returns with market-leading responsible investment practices, including designing, implementing and trademarking the Capital Dynamics R-Eye™ Rating System – a unique, best-in-class approach to diligence and rating of each investment based on UNPRI principles and UN Sustainable Development Goals.
For more information, please visit: www.capdyn.com
1 As of June 30, 2023. Assets under Management are calculated based on the total commitments as of the final closing date for all funds currently managed by Capital Dynamics, including amounts that have been distributed. Assets under Advisement includes assets for which Capital Dynamics provides services such as reporting, monitoring and risk management.
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Capital Group is one of the oldest and largest asset management companies in the world, managing fixed income, multi-asset and equity investment strategies for different types of investors. For 90 years, our mission has been to improve people’s lives through successful investing. We believe integrating ESG into our investment process can generate better long-term outcomes for our clients.
Knowing how organisations interact with and impact their communities, customers, suppliers, employees and the environment is critical to understanding their potential as long-term investments. After all, we seek to invest in firms well-positioned for the future – those able to grow sustainably their businesses – to drive successful investing outcomes for the millions of families who entrust us with their savings. Our experience and research indicate that when an organisation takes a thoughtful and robust approach to ESG, it can be a positive indicator of sustainability and strategic thinking. We believe that approach will eventually be positively reflected in a company’s share price or an organisation’s growth trajectory. ESG is intrinsic to our investment process and is deeply woven into our fundamental, bottom-up research, due diligence and engagement; it is not a separate 'add on'. Every analyst and portfolio manager is responsible for contributing to integrating ESG into our investment approach.
Today, Capital Group works with financial intermediaries and institutions to manage more than £2.7 trillion* in long-term assets for investors around the world
*Data from 31 December 2021
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Founded in 2000, Cardano is a privately-owned investment management and advisory business with a focus on risk and sustainability. Widely recognised as a market leader, our c. 550 professionals support pension schemes and other long-term savings organisations in the United Kingdom and the Netherlands to secure better, resilient, and more sustainable financial outcomes for savers, employers and wider society.
Our world deserves better financial solutions – that are more resilient and sustainable. At Cardano, we bring a distinct approach to advisory and investment management that challenges the status quo. Rather than repeat the same outdated models, we think bigger about the world around us. By bringing together cognitively diverse teams with a mix of perspectives and skill sets, we reduce blind spots and open up new possibilities, delivering tailored solutions for our clients.
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CBRE Global Investors is one of the world’s leading real asset investment managers with $104.2 billion in assets under management.
Built up over more than 40 years, our unparalleled platform is focused on real assets, giving our institutional clients access to real estate and infrastructure in the Americas, Europe and Asia Pacific. Our clients benefit from a complete range of investment solutions including equity and debt, direct and indirect, and listed and unlisted strategies.
We believe the best performance comes from putting our clients first. Our local market intelligence, proprietary research and active management enable our experienced professionals to deliver world-class investment results and exceptional client service.
As part of CBRE Group, the premier real estate services platform, we also offer our clients our competitive advantage with an enriched local footprint and market knowledge and access to best-in-class services.
Responsible investing
The built environment has a significant impact on the global environment and is at the nexus of many of today’s most important issues, including land use, resource depletion, climate change, transportation, affordable housing and workplace health.
We therefore believe that we have a responsibility to incorporate and demonstrate environmental, social and governance (ESG) best practices in all of our corporate and investment management activities.
Our commitment to ESG within our company and responsible investing initiatives can create shared advantages by enhancing returns, mitigating risk and improving the long-term value of real assets for our clients.
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Cheyne Impact Real Estate has a dual financial and social impact objective, seeking to generate an attractive income-oriented return while delivering a meaningful social impact through UK property.
Since 2014 the strategy has been to buy or build property for use as affordable accommodation – including general needs affordable housing, temporary accommodation for local authorities to house those in urgent need, and keyworker housing – and adult social care – including supported living for adults with learning or physical difficulties, as well as senior care. A defining feature of Cheyne’s approach is to deliver additional assets for these purposes, rather than acquiring existing stock. With an in-house development team, Cheyne’s expertise runs the spectrum from modest repositioning of homes for social care purposes through to the design and build of large new development schemes.
The strategy’s impact objectives are coded into the research and due diligence processes and overseen by an external social impact member of the investment committee as well as an independent annual impact audit.
The investments are expected to deliver a steady, long-term, inflation-linked income for investors whilst increasing the provision of high-quality, affordable homes in the UK.
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Civitas Investment Management, formed in 2016, is an investment manager with £3.5bn under advisory investing in healthcare, real estate and social infrastructure strategies that deliver strong, resilient, risk-adjusted returns.
Civitas currently has 5 social impact strategies having invested in over 1,400 real assets, throughout the United Kingdom and the Continent. In 2022, Civitas completed the largest transaction in European healthcare real estate making it one of Europe’s largest investors in the sector. Through our social investments, Civitas produces strong financial returns while creating measurable positive sustainable outcomes for both individuals and communities.
ESG and impact considerations have been at the core of both our investment philosophy and strategies. Since inception Civitas has fully integrated such considerations at the Fund level and aligned policies with the 17 UN Sustainable Development Goals. ESG and impact are also incorporated into every stage of the investment process through tools and frameworks based on best practices for impact measurement and management as set out by the International Finance Corporation’s (IFC) Operating Principles for Impact Management, Impact Management Platform (IMP) and Global Impact Investment Network (GIIN). In addition, Civitas is committed to monitoring the impact and undertake independent impact reporting on a bi-annual basis.
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Investing smarter for the world you want
At Columbia Threadneedle Investments, we offer investments to make a difference to your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with US $598 billion.
We are Globally Connected
Our reach is expansive, with 2,500 people – including more than 650 investment specialists – spanning the world. But for us, a global perspective is about more than numbers; it is about the smarter advantage we create when we bring our teams’ insights together. We’ve built our diverse expertise and on-the-ground knowledge into our investment processes and solutions, covering almost every asset class and market.
We are Intense about Research
We share a belief that original, independent research makes investment decisions smarter. We have over 200 research associates around the globe, and proprietary tools harnessing big data and next generation analytics. This allows us to turn information into forward-looking insights that can add real value to our investment decisions, enhancing our ability to help deliver good outcomes for our clients.
We have a Responsible Ethos
We think our Responsible Investment (RI) capabilities can help you contribute through your investments to shaping the future world you seek. This continually pushes us forward in how we seek to operate as a business in developing our in-depth RI research capability as support for portfolio construction.* As a responsible investor, partner, and citizen we’re building our RI capabilities needed to help you, our clients, achieve your financial goals while seeking to shape the world you want to live in.
We focus on Continuous Improvement
Markets don’t stand still and neither do we. Every day, we’re looking for opportunities to improve how we invest and what our clients experience – be it the independent oversight teams that ensure the robustness of our investment processes, the emphasis we place on developing our talent, or the innovative solutions that we offer. The world is continually changing, and with it our clients’ needs, which is why we are always evolving.
Whatever world you want, our purpose is to help you achieve it.
*Although RI research is made available to all portfolio managers, each portfolio management team within our firm makes its own investment decisions and certain teams may place more, less or no emphasis on such research in any given investment decision.
All correct as at 30 June 2022.
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Consilium Capital is a specialist corporate finance firm dedicated to advising and raising capital internationally for companies and investment funds making sustainable or impact investments.
Our mission is to offer investments across a range of asset classes (private markets and public markets) and geographies which:
Our sector expertise aligns with several of the UN SDGs:
Clean Energy & Climate Tech; Nature-Based Solutions (sustainable food & agriculture; sustainable forestry, sustainable oceans & aquaculture), Financial Inclusion, and Multi-sector Impact areas (circular economy, sustainable real estate, healthtech, edtech and gender equity).
Our services include:
Strategic advice, structuring of corporate and fund transactions, capital raising as a placing agent and M&A.
We have ongoing relationships with a wide range of investors including asset owners and asset managers, private banks and wealth managers, family offices and ultra high net worth investors.
Consilium Capital is a member of the Global Impact Investing Network (GIIN), a signatory of the United Nations-supported Principles for Responsible Investment (PRI), a member of the Global Private Capital Association, and a member of the Coalition for Private Investment in Conservation (CPIC).
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Cur8 Capital is a London-based, impact-focused fund manager that invests in private assets, including Venture Capital, Real Estate, Fixed Income, and Private Equity. Its LPs are sharia-sensitive investors with an interest in UK-based assets.
Their latest strategy focuses on the UK healthcare space and is the first of its kind in the Shariah-compliant Private Equity market and a ground-breaking project for the UK Islamic Finance industry.
The approach involves acquiring and developing pharmacies in the Northwest of England, injecting automation and various GP-like services, and taking advantage of NHS England's stated aim for pharmacies to have a much-expanded role.
Cur8's VC portfolio also focuses on impact-focused sectors such as Climate, Healthtech, and EdTech. Over 50% of founders they invest in are female or ethnic minorities.
In addition to this, they provide a funding line for Shariah-compliant house financing, which allows Muslims in the UK to become homeowners.
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Downing is a sustainability-focused UK Investment Manager founded in 1986 and employing over 200 professionals across four offices. In addition to investment and development teams focused on renewable energy, we have assets in healthcare ventures, development capital, property finance and listed equities. Our core approach to Sustainable Investment across all these asset classes covers integration of material ESG factors to investment decisions, being an active owner with engagement to achieve real outcomes, and reporting & transparency on our progress. This is in order to achieve net environmental gain, positive societal outcomes and assets that are well governed. We have been one of the earliest investors into UK renewable energy, with a strong track record going as far back as 2010.
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Earth Capital Limited (ECL) was co-founded by Stephen Lansdown CBE and Gordon Power. We are a growth equity investment manager, investing across UK and Europe in clean technology solutions. With a diverse team of experienced professionals, we manage a growing portfolio of assets in the energy, food and water sectors and have a pipeline of exceptional impact investment opportunities.
Our sustainability impact is measured through our award-winning proprietary Earth Dividend™ tool. This provides a holistic overview of an investment's contribution to sustainable development and focuses on the connection between positive impact and commercial value, ensuring continuous performance improvement.
We were rated 99-100% by the Principles for Responsible Investment ('PRI') 2021, winner of 'ESG Assessment Tool of the Year' in the Environmental Finance Sustainable Investment Awards 2021 and a Top 10 Performer in the ESG Transparency - Private Equity and Venture Capital Index 2021.
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Edmond de Rothschild is a conviction driven investment house founded on the idea that wealth should be used to build the future. Family-based, independent and specialist, the Group favours bold strategies and investments rooted in the real economy, combining long-term performance and impact.
We strongly believe that finance should contribute to building the world of tomorrow; that wealth should be seen not as an end in itself, but as a starting point for change. Accordingly, our expertise is focused on forward-looking themes such as energy and environmental transition, affordable housing, urban development and human capital. While aiming to generate long-term performance, our teams also seek to drive positive change for society and the world in which we live.
Edmond de Rothschild Asset Management has followed a sustainable investment path since 2007 in launching a strategy linked to renewable energies and in 2010 decided to commit to the UNPRI. In 2017 the Group established a climate roadmap with the objective to limit global warming to below 2 degrees. This roadmap was updated in 2020 to take into consideration the climate emergency and the responses provided by various economic players and regulators, including the European Union green taxonomy.
Founded in 1953, the Edmond de Rothschild Group Group today manages £145 billion in assets, with more than 2,500 employees and 29 offices worldwide. Our Asset Management business invests with conviction across public and private markets and serves a client base of institutional, wholesale and private investors across Europe and in selected international markets.
Source: Edmond de Rothschild Asset Management, 31 March 2022.
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At EY, we strongly believe in developing sustainable solutions that factor in ESG considerations. We have been advising asset owner globally, including pension schemes, insurers, asset managers, sovereign wealth funds and banks.
We support pension funds of all sizes in their approach to ESG and we continuously invest and innovate in this space. Our commitment to research, thought leadership and market leading tools aid clients in the process of integrating ESG within the wider pension scheme governance.
Our multi-disciplinary approach is backed by deep expertise across the investment, covenant and funding pillars and our dedicated climate change and sustainability team provides specialist insights.
We take our role as a responsible corporate citizens extremely seriously, and have taken steps to address our impact on climate change. Over 2020 we achieved carbon neutrality, with the ambition of being carbon negative over 2021. These are steps towards our stated ambition of being “net zero” by 2025
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A global leader in active, responsible investment
Federated Hermes is a global leader in active, responsible investment. We are guided by the conviction that responsible investing is the best way to create long-term wealth. Our specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and proven liquidity-management solutions, are provided to investors around the world.
Through our pioneering, global stewardship services, we engage companies on strategic and sustainability concerns to promote investors’ long-term performance and fiduciary interests. We also advocate the interests of our clients and the necessity of greater responsibility throughout the investment industry in interactions with policymakers. Our goals are to help individuals invest and retire better, to help clients achieve better risk-adjusted returns, and to contribute to positive outcomes in the wider world.
GBP: £494.2bn, US$668.9bn, EUR: €587.5bn in assets under management (select one) | £1,211bn, €1,442.4bn, US$1,640.3bn (select one) in assets under advice | 1900+ employees in 14 offices in North America, Europe and Asia
Our investment capabilities span public and private markets, and our stewardship services cover equities and fixed income:
We believe that investing responsibly and engaging companies successfully provide the best way to sustain long-term outperformance and contribute to beneficial outcomes for investors, companies, society and the environment. Our fiduciary heritage and expertise in responsible investment ensure that our clients’ interests come first and that we support positive change in the wider world. This commitment is embodied by the Federated Hermes Pledge, which places responsibility, integrity and client focus at the heart of everything our people do.
*Source: Federated Hermes as at 31 December 2021
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Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers – to help our clients build better futures for themselves and generations to come. As a private company, we think generationally and invest for the long term. Helping clients to save for retirement and other long-term investing objectives has been at the core of our business for over 50 years.
We are dedicated to achieving the best possible risk-adjusted returns for our clients. We believe integrating sustainability across everything we do as a company can help our clients achieve a better future. In that regard, high standards of corporate social responsibility in ESG issues make good business sense and contribute to the long-term potential of companies. Our analysts have responsibility for analysing the ESG performance of the companies in which we invest, working closely with a dedicated team of ESG specialists.
Fidelity has been signatory to the PRI since 2012. We have been rated as an industry leader in ESG integration by the PRI, scoring A+ in every category in 2020.
Fidelity has also set out the following emissions targets, to reflect our commitment to a more sustainable society:
1. Halve absolute emissions across our investment portfolio by 2030, from a 2020 baseline, starting with equity and corporate bond holdings; and reach net zero for holdings by 2050.
2. Achieve net-zero emissions across Fidelity’s own corporate operations by 2030. (See our Corporate Sustainability Report 2021 for details of our plan to achieve this).
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We are a global impact asset manager focused exclusively on sustainable development in emerging markets and developing economies. We structure, manage, and advise on impact investments spanning from debt to equity that bring together public and private investors to address climate change, strengthen biodiversity conservation, foster the sustainable use of natural resources, improve livelihoods, and promote economic opportunities.
We have been combining financial returns with positive impact since 2009, unleashing a cumulative total of EUR 7.1 billion toward these goals in Southeast Europe, Eastern Europe, the Caucasus, Latin America and the Caribbean, the Middle East, North Africa, and sub-Saharan Africa. We also manage technical assistance facilities to supplement these investments, providing support to investees, fostering responsible finance, and maximising impact.
Impact is the heart of what we do. An independent third-party audit of our impact management system confirmed strong practices and alignment with the Impact Principles.
We contribute to 13 of the 17 Sustainable Development Goals. We are an alternative investment fund manager (AIFM) supervised by the German Federal Financial Supervisory Authority, and the funds we advise and manage fall within the scope of Article 9 of the SFDR.
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First Sentier Investors (formerly First State Investments) is a global asset management group focused on providing high quality, long-term investment capabilities to clients. We bring together independent teams of active, specialist investors who share a common commitment to responsible investment principles.
We are a stand-alone asset management business and the home of investment teams AlbaCore Capital Group, FSSA Investment Managers, Igneo Infrastructure Partners, Stewart Investors and RQI Investors. All our investment teams – whether in-house or individually branded – operate with discrete investment autonomy, according to their investment philosophies.
Together, we offer a comprehensive suite of active investment capabilities across global and regional equities, cash and fixed income, infrastructure and multi-asset solutions, all with a shared purpose to deliver sustainable investment success.
We have been managing money with this long-term outlook for more than 30 years. Today, across the First Sentier Investors group, we manage assets on behalf of institutional investors, pension funds, wholesale distributors and platforms, financial advisers and their clients.
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Being a good global corporate citizen is central to our mission to be a premier global investment management organisation. We understand this not only affects our business, but also impacts our reputation with investors, customers, and employees.
We believe that responsible private capital can create 'win-win' outcomes for both investors and the community. As such we see impact investing as a natural strategy to deploy within our social infrastructure investment strategy. For example, renovations that directly improve the utility of a space for tenants and visitors can both improve the quality of services being provided and increase the value of the physical asset. We can also create local partnerships that enhance the experience of stakeholders. For example, working with a school to have students volunteer time at an elderly care facility can create a more positive experience for the elderly, thereby increasing the value of that facility to the community. Likewise, making energy efficient upgrades to buildings can reduce service costs while also reducing greenhouse gas emissions.
We believe that investing in social infrastructure with a focus on impact can not only yield market-rate returns, it can also create financial resiliency that improves financial results.
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FSSA Investment Managers is an autonomous investment management team within First Sentier Investors, with dedicated investment professionals based in Hong Kong, London and Singapore. We are specialists in Asia Pacific and Global Emerging Markets equity strategies, managing assets on behalf of clients globally.
We are bottom-up investors, using fundamental research and analysis to construct high-conviction portfolios. We conduct more than a thousand direct company meetings a year, seeking to identify high quality companies that we can invest in for the long term.
As responsible, long-term shareholders, we have integrated ESG analysis into our investment process and engage extensively on environmental, labour and governance issues.
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Fulcrum Asset Management gives careful consideration as to our involvement in and responsibility to the financial markets as well as further afield. We are strong supporters of initiatives to create a more sustainable world and view financial services to have an important role to play in this in the years ahead.
We have a holistic approach to Responsible Investment, incorporating our activities with key stakeholders as well as embedding them in our investment philosophy and process. We believe we can achieve improved risk-adjusted returns and as such we integrate ESG risks and opportunities across asset classes and time horizons wherever possible.
We also believe it is part of our responsibility to consider the impact investments might have on society and the planet, particularly when it comes to Climate Change. Climate Change is a mega trend that is not only a significant driver of investment risk but also an area of opportunity - in particular the transition to a low-carbon world. We believe this to be the single largest risk faced by investors and as society seeks to mitigate Climate Change over the coming decades, we expect there to be profound and lasting effects across all sectors of the investment landscape.
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GCM Grosvenor invests on behalf of clients who seek allocations to alternative investments, such as private equity, hedge funds, real estate and infrastructure. With approximately $50 billion in assets under management, we are one of the world’s largest and most diversified independent alternative asset management firms.
GCM Grosvenor is committed to responsible investment (RI) and to environmental, social and corporate governance (ESG) issues across our alternative investment platform. We view ESG issues as key elements of investment return, volatility and risk mitigation, and believe the consideration of such issues is an important aspect of our fiduciary responsibility to our clients. We promote sustainable and responsible investing by incorporating key ESG considerations into our business management, investment analysis, due diligence and portfolio construction.
The Firm has RI policies in place and considers ESG issues in its investment process to the extent it believes such issues might be reasonably expected to have a material impact on investment performance. In connection with underlying fund investments, GCM Grosvenor’s investment due diligence typically includes a review of the Investment Manager’s RI policies and its implementation thereof, among other things. Furthermore, GCM Grosvenor periodically requests underlying managers to provide updated RI-related information.
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Your Performance, Our Priority
To turn today’s reality into tomorrow’s returns, you need a partner who puts you first—with an immersive understanding of you, your goals, your potential. When you invest with us, your success is our passion. Our knowledge, your knowledge. An enduring partnership, upheld by deep responsibility.
As the primary investing area within Goldman Sachs, we deliver investment and advisory services for the world’s leading institutions, financial advisors and individuals, drawing from our deeply connected global network and tailored expert insights, across every region and market—overseeing more than $2 trillion in assets under supervision worldwide as of March 31, 2021.
ESG & Impact Investing
At Goldman Sachs Asset Management, we believe environmental, social, and governance (ESG) factors are important tools for identifying investment risk and capturing opportunity. Our investment teams across equities, fixed income, liquidity and alternatives may analyse ESG information in a manner consistent with their investment style and specific strategy guidelines. ESG factors may be utilised to set exclusions, drive tilts, or seek to select securities with strong ESG ratings. In addition, for our clients who want to benefit from and accelerate trends toward greater sustainability, we are committed to helping our clients deploy their capital in a manner that is impactful and financially sound.
We devote considerable resources to ESG and impact investing and have investment professionals who spend the majority of their time on ESG related research, portfolio management, stewardship, data, analytical tools, and risk management. These professionals are generally embedded within our investment and advisory teams. We have also made a substantial investment in a proprietary set of platforms to equip our portfolio managers with access to ESG information and portfolio construction techniques.
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Gowling WLG (UK) LLP is an international law firm with one of the UK's largest pensions law teams. Our team advises trustees, employers and financial institutions on all areas of pensions law. This includes advice in relation to investments made by pension funds and, over the last few years, has increasingly seen us advising clients on environmental, social and governance (ESG) issues.
Working alongside our specialist corporate funds team, our Pensions Law Team has become increasingly involved in supporting clients in their implementation of responsible investing. This has included providing training for trustees on ESG issues, assisting with the drafting of statements of investment principles and responsible investment policies, and negotiating agreements and side letters with investment managers in relation to pooled funds. Our advice has been applied to both defined benefit and defined contribution schemes, and in the latter environment, we have also been helping our clients consider how to engage with the scheme's membership to understand its views on ESG matters.
We have established an ESG Working Group within the team, which is specifically focused on driving the agenda on responsible investment for pension schemes and, more widely, that group is working with other parts of our law firm to help our clients respond to challenges relating to climate change, the circular economy and sustainability.
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Gresham House is a specialist alternative asset management group, dedicated to sustainable investments across a range of strategies, with expertise across forestry, real estate, sustainable infrastructure, renewable energy and battery storage, public and private equity.
Our origins stretch back to 1857, while our focus is on the future and the long term. We actively manage £8.5bn of assets (as at 31 December 2023) on behalf of institutions, family offices, charities and endowments, private individuals, and their advisers. We act responsibly within a culture of empowerment that encourages individual flair and entrepreneurial thinking.
As a signatory to the UN-supported Principles for Responsible Investment, we are committed to operating responsibly and sustainably. We believe taking the long view in delivering sustainable investment solutions will continue to be a growing factor in the strength of our market positioning.
Investments and co-investments are managed in the UK, through our FCA-regulated investment management platform, Gresham House Asset Management Limited, and in Ireland by Gresham House Asset Management Ireland Limited which is regulated by the Central Bank of Ireland.
Our purpose is to deliver effective and alternative investment solutions to help clients achieve their financial objectives whilst contributing towards the transition to a more sustainable economy.
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Since the pension freedoms, everyday people need help in understanding how to use their pension pots to provide them with the retirement income they need.
They won't just have pension pots to put towards retirement, they will have State Pensions and maybe some final salary pensions. Alongside this non pension savings such as ISA's and non pension wealth, such as home equity. Finally they may have other incomes such as part time work.
Guiide helps these people understand what they need and how long for, then takes everything they have to build a tax efficient retirement income plan designed to last. They can then test and track it over time to make sure it stays on course.
We also show a full range of products and services which can help people save money, reduce risk, or get further help, advice and coaching.
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Hearthstone provides institutional investors the opportunity to create positive impact in the UK by delivering affordable private rental housing. Founded in 2009, we manage an income-generating portfolio of over 1,800 homes (and growing) across the UK.
Capital deployed by our funds increases the provision of good quality and well-maintained homes which are affordable to residents on average incomes including key workers. It is in our investors’ and residents’ interests to maintain properties to good standards, offer long tenures and ensure residents like their homes. We conduct resident satisfaction surveys and have our own staff on the ground to resolve issues swiftly. Our homes are in attractive areas with good transport connections, infrastructure, schools, local amenities and access to green space.
By investing in new and modern homes, and through active engagement with house builders to promote the use of less carbon-intensive materials and construction methods, we aim to accelerate the transition to net zero through investment in homes with a lower operational carbon footprint.
We continue to look for innovative ways to improve residents’ experience – for example, by trialling new technology that helps to promote a greater sense of community, and to provide advice and feedback on more sustainable living for lower energy bills and a reduced environmental impact.
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Hymans Robertson is one of the UK’s leading independent pensions and financial services consultancies. We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions. We operate as an independent partnership with over 1,000 people across four UK offices in London, Glasgow, Edinburgh and Birmingham. We pride ourselves on our trusted relationships and our innovative, client focused approach. Our clients include some of the UK’s leading names and largest pension schemes, and we are recognised leaders in the field of public sector pensions.
At Hymans, we care about building better futures by delivering improved long-term outcomes for our clients and their stakeholders. We believe that investing responsibly isn’t just something we need to do, but something that can lead to better outcomes. Impact investing is a specific area where we believe there are exciting opportunities, not just to enhance financial outcomes, but to partner with others and engage savers on the issues they care about. We welcome opportunities to collaborate with others and improve long-term outcomes.
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ImpactA Global is a pioneering, women-led private credit impact vehicle for emerging markets established to catalyse investment in sustainable infrastructure (clean energy, mobility, water and sanitation, and health). We bridge funding gaps in transformational projects to address market failures and unlock critical investment to drive the climate transition and reduce inequalities in emerging markets.
We focus on residual and uncovered senior risk alongside guaranteed tranches (by export credit agencies and/or development finance institutions) and, where required, consider mezzanine debt and greenfield bridge financing. ImpactA’s funding will be catalytic in nature, enabling parallel sources of official sector financing, as well as more traditional sources of private capital, to be mobilised and effectively leveraged at scale.
In March 2023, Legal & General Capital acquired a significant minority stake in our capital.
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Impactable Investment Group Ltd is a private market impact investment specialist with a particular focus on enabling institutional investors to access impact investment opportunities at scale. Impactable leverages diverse investment management expertise and proprietary methodologies to launch innovative products.
Impactable has established the Global Asset Impact Network (GAIN), to offer institutional investors and other asset owners the opportunity to access financial-first, impact-driven, private market investments. Portfolios are typically underweight relative to growing stakeholder demands for positive environmental and social impact, alongside competitive financial returns. This can be compounded by a lack of in-house impact investment capacity and expertise; leading to implementation challenges, such as impact reporting; and difficulty sourcing suitable investable opportunities.
The GAIN Investment Platform overcomes these challenges, with an institutional scale and quality solution. By pooling investment portfolios, we reduce risk and provide competitive returns. The benefits of economies of scale also help provide a lower cost alternative than individually managed portfolios.
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Invesco has been implementing environmental, social and governance (ESG) strategies for over 30 years, and today deliver these through equities, fixed income, multi-asset, real estate, ETFs and bespoke solutions.
We’re committed to adopting and implementing ESG principles in a manner consistent with our fiduciary responsibilities to our clients. Whether it's industry advocacy, adherence to principles and practices, or by leading the charge in engagement, client needs sit at the heart of our ESG approach.
Launching our first SRI product over 30 years ago, Invesco became a signatory of the UN-backed Principles for Responsible Investment in 2013 – achieving A+ in Governance and Strategy for three consecutive years. We are also disclosers to the Carbon Disclosure Project and supporters of the Task Force for Climate-related Financial Disclosure. Additionally, we recently joined three leading initiatives aimed at combating Climate change: Climate Action 100+, the Institutional Investors Group on Climate Change and the World Economic Forum’s Climate Change Resilient Infrastructure working group.
Our ESG philosophy is centred around ESG integration, ESG engagement / active ownership (using our position as one of the largest investment managers globally to drive demonstratable change) and ESG collaboration (partnering with clients and industry innovators to develop new products and customized solutions).
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Isio is a leading, independent UK provider of corporate, trustee and investment services. Sustainability is at the core of everything we do, from advising on investment strategies, assessing investment managers, to researching new ideas and products.
We collaborate to ensure we are delivering advice with a high degree of integrity and to maximise our impact. Isio is a member of the UNPRI, TCFD, TNFD, ICSWG and a supporter to the Impact Investing Principles for Pensions. Isio has also led an ICSWG initiative to develop a list of ESG-related metrics that all investment managers should be able to produce at a minimum in order to improve transparency to investors, this list will be frequently updated to reflect the ever-changing ESG landscape and emerging regulatory requirements.
We advise our clients throughout their ESG impact journeys, this includes providing ESG-related training, setting bespoke ESG beliefs, policies and targets, incorporating these into investment strategies and the assessments of investment managers, as well as providing ongoing monitoring and reporting. As part of impact reporting, we allocate an ESG rating to clients’ mandates and engage with investment managers to improve their ESG approach. We have developed a market map of sustainable/impact strategies across all asset classes to cover approaches for all clients, across the responsible investment spectrum.
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J O Hambro is a UK-headquartered active asset management company with an investment performance-led mindset, bringing together market leading investment talent and giving it the intellectual freedom to deliver highly active, differentiated investment solutions to clients. J O Hambro manages £23.8bn of assets (as at 30 September 2022) across UK, European, Asian, Japanese, Global/International and Emerging Markets equities and multi-asset strategies.
Regnan is the thematic impact investment arm of J O Hambro Capital Management. Regnan was established in 1996 to investigate and address ESG-related related sources of risk and value for long-term shareholders in Australian companies. Building on that expertise, in 2020 Regnan became global and expanded its capabilities into the world of investing. Regnan’s investment capabilities were placed within J O Hambro to take advantage of its performance-led mindset that empowers through intellectual freedom to deliver highly active differentiated investment solutions to clients. Since 2020, Regnan has launched two strategies within the thematic and impact area.
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As a global investment manager, our mission at J.P. Morgan Asset Management is to deliver long-term investment performance to help our clients achieve their financial objectives. As stewards of the financial assets entrusted to us by our clients, we provide investment insights that take into consideration factors impacting the value of our investments today and in the future, including sustainability.
Our approach to sustainable investing spans:
Our clients trust us to manage $2.5 trillion in assets to secure what matters most to the individuals, families, companies, and communities they serve. To make the most of retirements. To help protect endowments. To strengthen returns. To enjoy hard-earned success.
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Established in 1985, Jupiter seeks to make a positive difference for our clients by putting them at the heart of our business. We help them achieve their long-term investment objectives after fees through high conviction, active management coupled with a deep heritage and culture in sustainability. At Jupiter, we prefer to go a step further and seek to form transparent, value-added partnerships with clients beyond investment.
Headquartered in London, Jupiter is an established asset manager with a growing presence in Europe, Asia, Latin America, USA and the Middle East offering a broad range of actively managed strategies including equities, fixed income, multi asset, multi-manager and absolute return. As at 30 June 2022, we managed £48.8 billion across a range of asset classes and vehicles which enable us to meet our clients’ needs.
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LCP is among the largest independent investment advisory firms in the UK. We have over 160 investment professionals, advising on over £350bn of assets. We help our clients invest responsibly and consider the real-world impact of their decisions.
At LCP, we are committed to supporting our clients and the broader investment community in taking account of environmental, social and governance (ESG) factors in investment decisions. We encourage them to take a systemic view, recognising that what happens in the real world impacts financial markets, and what happens in the financial sector impacts the real world.
We help our clients to manage risks and improve outcomes using a process of inform – agree – engage – change:
We encourage our clients to align their investment strategy with net zero emissions by 2050 given the potential of climate risk to permanently destroy value.
We recognise that the scale of the challenges we face requires systemic change, including a policy and regulatory environment that aligns with and incentivises the net zero transition. We believe in using our influence as a firm, in collaboration with others where appropriate, by engaging with policymakers in the long-term best interests of our clients, as well as encouraging the managers and insurers we research and the clients we advise to do the same.
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Legal & General Capital (LGC) is Legal & General Group’s alternative asset platform, creating assets for Legal & General Retirement and third-party clients in order to achieve improved risk-adjusted returns for our shareholders. LGC has built its capabilities in a range of alternative sectors, including in residential property; specialist commercial real estate; clean energy; alternative credit; and venture capital, which are all supported by long-term structural growth drivers, meet a financing gap and respond to a scarcity of supply that is underpinned by enduring societal needs.
Its purpose is to invest society’s capital for society’s benefit. Investing in the real economy and supporting the Group’s focus on climate and inclusive capitalism, LGC’s investments create jobs, change lives and contribute towards a net zero carbon future.
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Legal & General Retirement Institutional (LGRI) works with trustees and sponsoring companies of defined benefit (DB) pension schemes of all sizes to settle their pension obligations and secure scheme members’ benefits, through a full range of buy-ins, buyouts and other de-risking solutions. Our Client Services’ 12-month rolling Net Promoter Score (NPS) is above +70, which is widely regarded as being at a “world class” level. Legal & General is the UK’s longest-standing active bulk annuity provider.
Our UK Retirement annuity book stands at £72.6 billion as at 30 June 2023. Across the group over £30 billion is invested in direct investments that deliver positive social and environmental impacts, such as clean energy and affordable housing. Legal & General provides income and security in retirement to more than a million people around the world.
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LGT Capital Partners Ltd is a leading alternative investment specialist that has had a strong focus on ESG for many years. Since 2003, many of our investment programs have had a responsible investment clause written into their governing documents. In 2008, we became an early signatory to the Principles for Responsible Investment (PRI), and 2018, one of the firm’s managing partners, Tycho Sneyers, joined the board of directors of PRI.
LGT Capital Partners Ltd manages over US$ 70 billion for more than 550 institutional clients in 41 countries. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in New York, Dublin, London, Paris, Frankfurt, Vaduz, Dubai, Beijing, Hong Kong, Tokyo and Sydney.
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Liontrust is a specialist fund management company that takes pride in having a distinct culture and approach to running money. Their investment teams manage their portfolios according to their own differentiated investment processes and market views without being distracted by other day-to-day aspects of running a fund management company. Staying true to their documented investment processes helps to create an in-built risk control for their fund managers, especially in more challenging environments, by preventing them from investing in companies and funds for the wrong reasons.
The Sustainable Investment team have been managing their Sustainable Future funds for more than 21 years. Since the funds’ launch in 2001, Peter Michaelis and the team have applied the Sustainable Future investment process to generate strong returns from investing in companies aiming to deliver profits through positive social and environmental impacts.
The fund managers look at the world through the prism of three mega trends – better resource efficiency (cleaner), improved health (healthier) and greater safety and resilience (safer) – and then 22 themes within these. If a company has significant exposure to one of the themes, the fund managers verify how sustainable the rest of its activities are.
For each company, the fund managers determine the ESG factors that are important indicators of future success and assess how well these are managed, via he proprietary Liontrust Sustainability Matrix. Companies in which the fund managers invest will have robust business fundamentals with a proven ability to deliver high returns of equity (RoE) through sustaining margins and asset turnover. Typically, these companies have a maintainable competitive advantage through scale, technology or business model.
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At Lombard Odier, we believe the economy is already transitioning towards a sustainable ‘CLIC’ model that is Circular, Lean, Inclusive and Clean. This transition is fundamentally re-shaping risk and return dynamics across all sectors and asset classes. Achieving the objectives outlined in the UN Sustainable Development Goals will require a monumental, concerted effort to transform business models across all sectors. This is likely to create unprecedented value and investment opportunity. It may also mean significant, and sudden, re-pricing of assets.
We believe it is our fiduciary duty to help clients benefit from these opportunities, while also navigating the risks. Our priority is to best meet clients’ long-term objectives while fostering the transition to a CLIC economy. This is why we embed sustainability at the very heart of our investment process.
We rely on robust, forward-looking, science-based analysis to assess how well companies are positioned in relation to material sustainability issues. We actively engage with them to inform our investment decision making and to encourage them to transition towards more sustainable business practices and models. We believe this is essential to protect and enhance the value of clients’ assets, accelerate the transition to a sustainable economy, and create positive economic, environmental and social outcomes.
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M&G Investments is a global asset manager with a long history investing and innovating across both public and private markets.
As an active manager we build solutions around what matters most to our clients whether it be investing for growth or income, to meet future liabilities, protect capital or invest responsibly.
We offer access to a broad range of capabilities that span both public and private assets including fixed income, equities, multi-asset, real estate, infrastructure and private equity.
We recognise that clients are increasingly looking to align their investments with their environmental and social values. This is why our investment decisions are underpinned by our commitment to investing responsibly.
Considering material environmental, social and governance (ESG) factors is an integral part of our investment approach. Combining market-leading research with our own proprietary data, we believe this helps us make more informed investment decisions. We also pro-actively engage directly with the businesses we invest in to help drive positive change.
M&G has committed to reducing our own carbon emissions to net-zero by 2030 and to achieving carbon net-zero investment portfolios by 2050.
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Marsham is a London based independent fixed income fund manager. Through our flagship strategy we invest in companies that use innovation to address impact of climate change. We call them Transitional Issuers. These are forward looking companies that have not yet been recognised as ESG leaders but have the ambition and a clear strategy for sustainability transition. We invest in liquid fixed income securities of these issuers. The strategy is not benchmarked and delivers total return with a focus on yield.
Our product offering includes funds as well as managed accounts and sub advisory solutions. At the core of Marsham IM’s investment philosophy is an unconstrained active investment management based on proprietary fundamental analysis and supported by innovative AI technology.
Marsham IM’s Transitional Issuers strategy is a pioneering approach to fixed income investing into the ESG driven supercycle which we see as critical component of Alfa generation. Our mission is to enable our clients to achieve their financial objectives through superior returns over a prolonged period. We see a clear investment opportunity in climate transition – issuers are often overlooked and thus undervalued and present valuation upside as their strategy becomes more visible to the market. We identify such companies early in their sustainability journey, which results in outperformance vs peers and the market.
Marsham’s expertise has been recognised by high profile awards both in broad bond and sustainability categories. Our lead portfolio manager and CEO has been featured in the Women in Finance 2022 awards as Investment Management Leader of the Year.
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Mercer has advised clients on impact investing since 2011 with extensive experience helping asset owners design and implement impact portfolios across listed and private markets. This is underpinned by our manager research universe covering a growing number of impact, SDG-focused/aligned and sustainable thematic investment strategies. We work with a growing number of asset owners to implement dedicated impact and sustainable thematic investment strategies across private markets (private equity, private debt, property and infrastructure), both globally, and locally.
Mercer has developed an impact pathway to empower clients to embed their impact ambitions throughout their investment approach. This pathway has the following elements:
1. Intent: helping investors explore beliefs, set their impact ambition, adopt key themes (climate, affordable housing etc) and frameworks (SDGs etc) through beliefs and education workshops.
2. Action: investing for impact for across asset classes within agreed portfolio, governance and reporting requirements.
3. Outcome: reporting impact across listed and private markets. We are able to assist asset owners to measure SDG alignment, including positive and negative contributions to SDGs in listed portfolios. We have developed an impact measurement framework covering impact metrics that can be applied to private market portfolios.
Mercer is an active member of the GIIN.
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As more clients and investors prioritise environmental, social, and governance (ESG) criteria, businesses need to prioritise the right initiatives and implement the correct processes to meet this demand. At MillTechFX, we believe that strong governance in areas such as regulatory compliance, transparency, and implementation of industry best practices should be at the heart of any business seeking to be a good corporate citizen.
We're proud to support the Pacajai REDD+ Project in Brazil, which aims to prevent unplanned deforestation in native forests and avoid the net emission of 264,116 tCO2e over a period of 40 years. This project is closely monitored and involves the local community and settlers, who receive extensive training in forest management techniques. The Project has earned certification from Verra's prestigious Climate, Community & Biodiversity (CCB) standard, attesting to its strong positive social, environmental, and economic impacts.
At MillTechFX, we're deeply committed to our own ESG responsibilities and reducing our carbon footprint. We ensure that our business practices align with internationally recognised standards such as the Principles for Responsible Investment (PRI). In 2021, we focused on reducing emissions from our group-wide technology. We offset 60.45 tonnes of carbon dioxide for our remaining emissions, a significant milestone in achieving our longer-term goal of cutting our group-wide carbon footprint by 30% between 2021 and 2024.
As a pioneer in FX-as-a-Service (FXaaS), MillTechFX offers pension funds, fund managers, and corporates access to multi-bank FX rates through an independent marketplace. Our end-to-end solution automates FX workflows and ensures transparent best execution, saving clients time and costs. We use a fixed-fee service model that includes third-party transaction cost analysis to guarantee complete transparency.
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Mondiale Impact is a practitioner-led partnership of trusted advisors activating boards to govern for a more sustainable future. The firm works alongside boards and leaders, bringing a distinctive approach to guiding them on how to respond to the rapidly changing expectations and new governance realities for the 21st Century. The Founding Partners have decades of multilayered expertise and deep experience as Chairs and Directors drawing upon backgrounds from Wall Street to the World Bank. They have each contributed to shaping impact markets and infrastructure, from funds and investment structures to global standards and innovative solutions and have deep global networks and demonstrated track record.
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Montanaro is an independent investment boutique with an exclusive focus on quoted Small & MidCap. We have the largest and most experienced specialist team in Europe dedicated exclusively to researching and investing in quoted Small & MidCap companies. Our long-term “Quality Growth” investment approach is the hallmark of Montanaro. As advocates of Sustainable Capitalism, we apply a holistic approach to company analysis. Emphasis is placed on environmental, social and governance factors alongside fundamental attributes. We work closely with our companies to encourage sustainable business practices, which we believe play an integral role in the creation of long-term shareholder value.
The Montanaro Better World Fund invests in quoted Global Developed Small & MidCap companies that make a positive impact on the world. Companies within the Fund provide products or services that are helping to solve some of the world’s major problems. Investments are aligned to six themes that support the United Nations Sustainable Development Goals. The Fund only invests in businesses with at least 50% of revenue attributable to these themes. In addition, the wider operational footprint of investee companies is considered as part of a detailed research process, allowing Montanaro to assess a company’s “net” impact. The Fund has been awarded a 5 Star rating by 3D Investing and the “Label ISR” from the French Finance Ministry. 
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Moorfield is a real estate investment manager that has been specialising in UK real estate investment on behalf of global institutions since 1996. We have a long history of investing in Traditional (Office, Retail and Industrial) real estate, as well as in Alternative and operational real estate (Residential, Student Accommodation and Senior Living).
Our focus is to deliver target financial returns for our investors whilst minimising risks and making a positive impact on our occupiers, employees and the communities in which we operate.
ESG objectives and considerations are built into every part of Moorfield’s business. We are both signatories to the Principles of Responsible Investment and members of GRESB. Our comprehensive ESG policy is interwoven across our fundraising, investment and asset management activities and we are committed to achieving operational net zero carbon by 2030.
Moorfield’s philosophy is that targeting positive and proactive ESG outcomes across our business is not only the right thing to do but it forms an important commercial objective across our businesses. Each investment we make is rigorously assessed against a number of ESG objectives before acquisition and these plans also include commitments around biodiversity, waste management, community engagement, occupier and employee wellbeing, and social outcomes.
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Morgan Stanley Investment Management (MSIM) was established in June 1975, when Morgan Stanley Asset Management Inc. (later changing its name to Morgan Stanley Investment Management, Inc.) was established in New York. Morgan Stanley Investment Management Inc. became a subsidiary of Morgan Stanley Group Inc. in 1980, and registered with the SEC under the Investment Advisers Act of 1940 on January 29, 1981.
On March 1, 2021, Morgan Stanley completed its acquisition of Eaton Vance and Calvert became a wholly owned, independently managed subsidiary of Morgan Stanley and part of MSIM.
Calvert is a leader in the responsible investing arena and is headquartered in Washington, DC. Calvert was formed in 2016 and traces its roots to Calvert Investment Management (CIM), which was founded in 1976. The Calvert Funds are one of the largest and most diversified families of responsibly invested mutual funds, encompassing actively and passively managed strategies, U.S. and international equity strategies, fixed-income strategies, and asset allocation funds.
Calvert believes that most corporations deliver benefits to society, through their products and services, creation of jobs, payment of taxes, and the sum of their behaviours. As a responsible investor, Calvert seeks to invest in companies and other issuers that:
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At Natixis we distinguish between different kinds of ESG investing, but in all that we do we focus on activities that truly make a difference.
Natixis Investment Managers as a group has committed to responsible investment as defined by the UN-backed Principles for Responsible Investment (PRI):
Natixis Investment Managers is a PRI signatory and all of our affiliates recognize these principles; most of our affiliates are also PRI signatories in their own right (covering 89% of AuM).
Because of the unique characteristics of our multi-affiliate model, affiliates implement ESG approaches to ESG Integration and active ownership that match their DNA. It's a model that offers active investment solutions from over 20 high-conviction investment managers, offering more than 200 strategies that cover liquid and illiquid strategies across private equity, infrastructure, real estate and private debt.
Many of our affiliates are also involved in 'outcome-oriented ESG investing' – achieving explicitly defined societal or investment goals based on high conviction ESG strategies.
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Nephila Climate manages investments in weather-related risks to deliver market-rate returns that are uncorrelated to financial markets while helping to manage and price risks related to the Earth's changing climate. The core exposures in the strategy are US and Australia wind and solar power delivery, as well as drought protection for farmers in India, Brazil and China. The climate team’s tenure, expertise and extensive analytical capabilities in climate markets uniquely position us to capture the global momentum behind sustainability efforts that are creating new demand for climate risk management and a rapidly expanding opportunity set. Today, the largest risk pillars in the strategy are renewable energy and agriculture insurance.
Insurance exists to remove and pool certain risk to enable capital and investment to flow into areas. The climate strategy is focused on sustainability-linked insurance, which can be described as anything enabling the transition to net-zero. Nephila has been a global leader in the business of weather and climate resilience risk transfer and is leaning into the opportunity this economic transition is creating. The climate strategy provides real world solutions to weather and climate-related risks, while operating in an asset class that is uncorrelated to other traditional and alternative investments.
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Net Purpose is the platform for sustainable and impact investors. We stream facts on the social and environmental outcomes of companies and investment portfolios, to help investors launch, grow and report on sustainable and impact funds.
Net Purpose has built the highest-quality sustainability dataset in the market, and powers the world’s most sophisticated sustainable and impact funds. Backed by clients with over $5 trillion in assets under management and leading investors like ETF Partners, Illuminate Financial and Former Chair of Goldman Sachs Asset Management Jim O’Neill, Net Purpose is on a mission to mobilise trillions of dollars to achieve the Sustainable Development Goals.
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Since inception, Newcore has worked to make sustainability, social benefit, and good corporate citizenship integral parts of how we do business. Good governance, delivering social impact and improving environmental performance is at the centre of our investment strategy. Newcore’s investment strategy aligns with being a ‘Sustainable Investor’ in the spectrum of capital from the Impact Investing Institute.
We focus on social infrastructure - real estate that delivers essential services to society. This includes provision of nursery places, spaces for education ranging from special educational needs to advanced life sciences, retirement living, health-service buildings and waste management facilities. These sectors have outperformed over recent years because of limited supply, growing demand, and the fact that they are integral to society. Ultimately, these sectors contribute to a more resilient, equitable and sustainable world.
We incorporate an impact measurement and management framework in our investment process which helps us define, assess and manage impact creation, and report on impact performance in a transparent and accountable way.
In addition to social and environmental impact, we have delivered strong financial returns to investors with modest financial leverage to ensure that balance sheets remain sustainable and stable through market cycles.
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Newton Investment Management is a London-based, global investment management firm, providing a focused range of investment strategies to public and private-sector DB and DC pension plans, corporations, charities, and, via BNY Mellon, individuals. We have particular expertise in absolute-return, income-focused, high-conviction and sustainable investing.
We use bottom-up security selection in the context of a thematic framework to manage strategies to help secure our clients’ futures. We integrate environmental, social and governance (ESG) research into our security selection process across all investments. We believe that the long-term value of an investment is ultimately driven by the relationship between and among all stakeholders (e.g. directors, investors, customers, suppliers, employees, the environment, society and regulators), and that understanding the materiality of ESG issues improves our investment decision-making.
Our sustainable strategies build on this integrated process by targeting a dual outcome of investment returns and positive societal outcomes. Principles-based red lines prohibit investment in tobacco, companies that violate the UN Global Compact’s ten principles, and companies and governments that we deem incompatible with limiting global warming.
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NextEnergy Capital was founded in 2007 to become a leading market participant in the international solar sector. Our mission is to contribute to a more sustainable future by leading the transition to clean energy. Since inception, the wider Group has been active in the development, construction, and ownership of solar assets across multiple jurisdictions. To date, NEC has invested in over 375 individual solar plants for a capacity in excess of 2.4GW across its institutional funds. As a specialist solar investment and asset manager, NEC has significant experience and deep expertise across the lifecycle of utility scale solar, ranging from subsidy-free greenfield development to market-leading operational performance.
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We aim to help our clients make a positive difference to people and the planet while delivering long-term investment returns. We do so through comprehensive integration of sustainability considerations into our investment strategies with all our strategies incorporating ESG factors. We also offer dedicated strategies targeting opportunities arising from the world’s transition to a more sustainable model.
With our roots in Africa, we know that well-directed investment can transform lives for the better. For over a decade, we have been investing in economic development in Africa, mobilising finance to bring health and prosperity to some of the continent’s poorest communities. We also care deeply about preserving the natural world. As well as investing sustainably, we support initiatives to conserve wildlife.
As an active investor, we engage with companies and governments to encourage them to address sustainability and improve their ESG performance. We believe strongly in the power of engagement to effect positive change. We also aim to act sustainably in our engagement with clients, communities and other stakeholders — and in the way we inhabit our own environment.
“By investing sustainably, we aim to help people lead better lives in a better world.” – Hendrik du Toit, CEO Ninety One
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Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has $1.2 trillion in assets under management as of 31 Mar 2022 and operations in 27 countries. Its investment specialists offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.
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Oakham Wealth Management is an independently owned, boutique investment firm, founded in 2004. From offices in Mayfair and Kensington, we manage investment portfolios for private and professional clients.
Good investment advice and management is surprisingly hard to find. Oakham combines an institutional level of sophistication with the advantages of a boutique firm.
Oakham is a certified B Corporation. B Corps are companies that have met certain standards of social and environmental performance, accountability, and transparency. A key concept is to balance the needs of all stakeholders rather than prioritising shareholders. This means putting clients, employees, business partners, the community, and the environment at the heart of what we do.
Oakham is also a signatory to the UNPRI (Principles of Responsible Investment), the UKSIF (UK Sustainable Investment & Finance Association), the Net Zero Asset Managers Initiative, the Finance For Biodiversity Foundation, the Good Business Charter, and a supporter of the Better Business Act. We endeavour to incorporate the UN Sustainable Development Goals into our investment strategy but also our corporate activities and operations, considering issues ranging from climate change to inequality.
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Octopus is a group of innovative, entrepreneurial businesses investing in the people, ideas and industries that will help to change the world. We are experts in financial services and energy, and we’re also a certified B Corp, meaning we care as much about the impact of our investments as the returns they generate. Today we manage more than £12.4* billion on behalf of retail and institutional investors. Our energy supply business is one of the fastest growing companies in the UK, reaching 3.1 million customers in just five years, and is the only supplier to be recommended by Which? four years in a row.
We are a specialist investor in real assets, private credit and high-growth small businesses. Of our total funds under management, £4.3* billion is on behalf of institutions. We offer institutional investors access to sterling-denominated investments in mainstream sectors of the economy. Our assets are long-term in nature, cash-yielding and are resilient to economic headwinds. The Octopus team is made up of over 125 investment professionals and we have almost two decades’ experience of operating in our chosen markets.
Octopus Energy, Octopus Giving, Octopus Investments, Octopus Moneycoach, Octopus Renewables, Octopus Real Estate, Octopus Ventures, Octopus Wealth and Seccl Technology are all part of Octopus Group.
*Includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of 31 December 2021
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Osmosis launched in 2009 and is majority-owned by management and employees. The company currently manages over $9.5bn* in sustainable assets and is headquartered in London, with a growing global presence. Osmosis believes that targeting better risk-adjusted returns and delivering significant environmental impact do not need to be mutually exclusive endeavours. Through its unique Model of Resource Efficiency, the company has demonstrated that sustainability metrics, if quantifiable and objective in nature, can be applied to mainstream equity portfolios to generate alpha.
The Osmosis team of quantitative environmental analysts and portfolio managers is singularly focused on delivering three levels of impact. Better risk-adjusted returns, measurable environmental reductions, and an active engagement programme to promote better corporate environmental disclosure.
Osmosis counts government pension funds, state pension funds, insurance companies, foundations, endowments, family offices and banks amongst their client roster spanning the UK, Europe, the Nordics, North and South America, Asia, and Australia.
*As at 30 April 2023
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Pantheon is an experienced investor in global private markets, with 39 years’ experience spanning private equity, infrastructure & real assets and private debt markets. We employ approximately 360 staff, over 100 of whom are investment professionals, and manage in excess of $58 billion* in assets under management from our offices in London, New York, San Francisco, Hong Kong, Seoul, Tokyo, Bogotá and Dublin.
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Partners Group is a leading global private markets investment manager with over USD 109 billion in assets under management and more than 1500 professionals across 20 offices worldwide.
Partners Group has a long-standing commitment to Responsible Investment, having been one of the first private markets asset managers to become a signatory of the UNPRI in 2008. Responsible Investment is also embedded within Partners Group’s core values, as written in the firm’s charter: “We manage assets with a long-term perspective to the benefit of individuals and societies worldwide. We aspire to be a role model in corporate responsibility and we continuously raise environmental, social and governance standards.”
Over the years, Partners Group has developed its own ESG Integration Methodology, which is applied to every investment opportunity and ensures material ESG factors are integrated throughout the investment cycle, from sourcing to diligence through to ownership, across all private markets asset classes.
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Pictet Asset Management is an independent asset manager, overseeing over GBP 147 billion* for our clients across a range of equity, fixed income, alternative and multi asset products. We provide specialist investment services through segregated accounts and investment funds to some of the world’s largest pension funds, financial institutions, sovereign wealth funds, intermediaries and their clients.
Our commitment to responsible investment
We are convinced that Environmental, Social and Governance (ESG) considerations can help us make better long-term investment decisions for our clients. For decades, sustainability has been central to our way of thinking. Since the Pictet Group was founded in 1805, we have aimed to ensure the prosperity of our clients over the long term. In doing so, we have instinctively considered the interests of future generations. Pictet Asset Management believes in responsible capitalism and takes an enlarged view of the economy and its interactions with civil society and the natural environment.
Consistent with our fiduciary duty to act in the best interests of our clients and our adherence to the UN Principles for Responsible Investment (UN PRI), we are committed to integrating material ESG criteria in our investment processes and ownership practices with a view to enhance returns and/or mitigate risks. We also aim to embed ESG in our risk management and reporting tools in order to maintain high standards of transparency and accountability.
*As at 30 September 2018
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As a purpose-led business, Pinsent Masons aspire to make business work better for people - this goes beyond legal expertise. We help our clients make responsible business central to their strategy, enabling them to achieve their goals and to do business the right way, for the right reasons.
Impact investing is a rapidly growing area of expertise for our international investment funds & asset management team. We work alongside a diverse range of clients (including fund sponsors, asset managers, development finance institutions, government agencies, not for profit organisations and investors) to structure, launch and invest in impact funds committed to making a positive social and environmental impact through their investments, without sacrificing returns.
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Power Circle Projects Ltd is a project developer and manager. It develops, manages and, where required, arranges funding for low carbon projects and in particular smart local energy systems. Our Mission is to enable local energy users to access low carbon energy at scale in a way that is affordable, fair and breaks down social barriers.
The Power Circle model has been developed with support from the Energy Systems Catapult and Innovate UK to address both the barriers to scaling up low carbon projects and the opportunities arising from the energy transition including provision of grid services – using local energy assets to help the wider energy system work with lower cost and carbon emissions. Power Circle helps all sections of the community to benefit from the new energy world and to decentralizing power in an economic sense as well as physically. To achieve this, Power Circle has been established as a new social Energy Service Company (esco) and Virtual Power Plant (VPP). The esco provides development, management and, where needed, funding. The VPP links sites together, getting paid to help energy companies cut costs and carbon.
We work across the UK and are working closely with several local authorities to scale up net zero investment. We have established two county-wide SPVs with support from the two county councils.
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It has been over 25 years since Quantum Advisors first included a 'governance' filter when investing in companies. In 2015, we added additional emphasis on the other two factors (environment and social) and have built a proprietary framework to evaluate Indian companies on various ESG criteria. As a group, Quantum launched its maiden ESG Fund in 2019 based on its proprietary ESG scores.
As ESG trends have rapidly evolved, we have sought to emulate global best practices and hence have found ourselves ahead of the curve. Among the examples which highlight our active approach, we have been advocates for better disclosures from companies and were invited to be part of a government-led task force to contribute towards furthering sustainable finance in India. This includes leading the disclosure subgroup of the task force to strengthen ESG disclosures.
Our ESG research focus on the social dimension includes being the first and only WDI signatory in India which helped us to absorb best practices and engage with companies on such matters. Given the rush of tall emission reduction promises, we only relied on such pledges if they were presented with a credible plan like the science based targets initiative alignment. We have always engaged with companies to understand their ESG practices and nudged them to become better corporate citizens.
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Quantum Advisory is a leading independent financial services consultancy, with a passion for empowering purposeful impact.
Our mission is to support asset owners and stewards in every step of their journey and we have a proud history of implementing targeted ESG and climate focused investment strategies. Our experienced team of ESG experts provide training and support to assist clients in their decision making, from setting strategy to selecting funds and reporting. In a fast developing market, we pride ourselves on being at the forefront of research in ESG, climate risk and impact investing.
We provide practical advice and a tailored service to ensure our clients make timely and informed decisions. We support asset owners wishing to embed ESG factors into their investment strategy by designing and implementing portfolios to meet individual specific objectives and values. Of course, setting a robust strategy and selecting appropriate investment funds is just the start. Our reporting, covering a range of ESG metrics, helps our clients ensure that both their strategy and implementation remain aligned with their financial and social objectives.
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Quinbrook Infrastructure Partners is a specialist investment manager focused exclusively on renewables, storage and grid support infrastructure needed to drive the energy transition in the US, UK and Australia. Quinbrook is led and managed by a senior team of power industry professionals who have collectively invested c.USD 8.2 billion of equity in energy infrastructure assets since the early 1990s, representing a total enterprise value of c.USD 28.7 billion or 19.5 GW of power supply capacity. Quinbrook has completed a diverse range of direct investments in both utility and distributed scale onshore wind and solar power, battery storage, reserve peaking capacity, biomass, fugitive methane recovery, hydro and flexible energy management solutions in the US, UK, and Australia. Quinbrook is currently developing and constructing some of the largest renewables and storage infrastructure projects ever undertaken in the US, UK, and Australia.
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Redington is a purpose-driven firm on a mission to help make 100 million people financially secure – for the benefit of people and planet. Sustainability plays a key role in helping us achieve this.
We believe there’s little point in securing income for retirement if the world is uninhabitable. Therefore, we’re committed to using our influence as an adviser to over £600bn of client assets, allocated across 150+ asset managers, as a force for good – creating positive change within the savings and investment industry and building a sustainable future for all.
To do this, we’re taking steps to integrate sustainability across our entire business, which involves:
Building a sustainable future won’t be easy. But through collaboration with our clients, asset managers, industry peers and policymakers, we believe we can make a real difference.
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We are Reset Connect, an integrated events and community platform providing businesses with access to customers, investment and the innovation landscape required to drive net-zero adoption and funding. We organise and execute a variety of events throughout the year, including our annual in-person exhibition Reset Connect London, ExCeL London.
As the UK’s leading sustainability & net-zero event and flagship event of London Climate Action Week, our mission is to help businesses transition to net-zero and encourage more investment into the sector. We support senior business leaders, from SMEs to large cooperates; investments across the full spectrum of capital; start-ups & scale-ups looking to find investment and grow their pipeline and; government & local authorities looking to drive their sustainability programmes.
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Resonance builds and manages impact investment funds which seek to focus investment capital even more strongly on investments which have a defined and intentional positive impact on specific social issues – from financing the assets local communities need to remain resilient, to building the property portfolios which social sector organisations need to deliver their impact, to direct lending to growing businesses which are using a “social enterprise” approach to deliver both robust profits and intentional solutions to social issues.
We have 15 years’ track record in UK focused impact investment across a wide range of sectors, including a series of award winning, institutional grade property funds, and a team of over 30 professionals based across the country giving us reach and insight in the regions in which we invest.
Our unique approach to property investment is allowing us to build institutional grade funds with diversified residential portfolios at scale across the country, accessing under-served markets, reducing risks, and generating an attractive blend of yield and capital appreciation, while creating long-term benefit to the society into which pensioners will retire.
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River and Mercantile Group is a leading equities and infrastructure investment business that focuses on delivering investment growth to all our clients. Across the Group, we integrate ESG into our investment processes and practices, as well as work with our clients to help them understand the importance of including responsible and impact investments in their portfolios. Our ESG approach is driven by our firmwide ESG Committee which contains representatives from across the business, ensuring both our client considerations and the broader ESG backdrop are accounted for within our decision-making framework.
Our approach to ESG is embedded through Community, Environment and Stewardship, which we believe promotes a sustainable future that benefits all. Examples of these include recent charitable donations to support local communities impacted by COVID-19, both in the UK and US; implementation of a green-friendly working environment that reduces our carbon footprint; becoming signatories of the Principles for Responsible Investment (PRI) and subsequently achieving an A+ for our first report. As a firm we are aware that we have a duty that stretches beyond our core activities, and the ESG Committee works closely with our clients, colleagues and peers to ensure we continue to strive to display best in class practises across all levels of ESG engagement.
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We are a thematic specialist and believe there’s a better way to invest in the future. Our ETFs provide investors with unprecedented access to the megatrends that are transforming our world in a way that’s accessible, transparent and purpose-built.
To us, thematic investing is about the future we want to live in. We believe that acute change to the way capital is currently being deployed is needed if we are to see support for the most meaningful and transformative growth stories of tomorrow.
Our strapline 'Future First ETFs' is an authentic reflection of our approach to investing, which seeks to take a long-term view on the world we want to live in the future, and invest accordingly in the thematic opportunities that we believe will help get us there. We believe we’re creating a new approach to investing; one that enables investors of all stripes to invest in the future whilst remaining on the right side of history.
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Robeco is a pure play asset manager founded in 1929 and headquartered in the Netherlands, Robeco has a presence in 15 countries worldwide and manages £148 billion in assets for institutional and individual investors. Through our fundamental, quantitative and sustainability research, Robeco offers investors a compelling range of active investment strategies and services, covering a spectrum of asset classes.
As a strong advocate of responsible investing, ESG factors have been integrated into Robeco’s investment processes for over 20 years. Our in-house active ownership team uses voting rights and strategic engagement with companies in which we invest to maximise our sustainability impact. In 2018 we obtained an A+ score for all modules of our PRI Assessment and were the LAPF Impact Manager of 2017 and 2018. 
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Sackers are the UK’s leading specialist law firm for pension scheme trustees, employers, corporate investors and providers. Our finance and investment team has many years of experience advising on the legal aspects of pension fund investment and have been leading voices in the environmental, social and corporate governance(ESG) debate for a number of years.
Our lawyers are assisting pension fund trustees break new ground to develop and implement responsible investment practices. Our advice ranges from the conceptual (including fiduciary duties of trustees) to the practical such as manager terms to embed ESG approaches into pension fund portfolios. Our experts are involved in a number of industry groups and initiatives and are frequently called upon by industry colleagues and press to comment on the detail and impact of the latest proposals from the Government and working groups in this area.
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Sarasin & Partners invests thematically and sustainably on behalf of a range of institutional, charity and discretionary clients. We believe investment has the power to grow and protect capital in a way that benefits society.
We take a global, long-term, thematic approach to investing – with responsible investment at its core. We identify powerful trends that will shape the investment landscape for years to come, and embed stewardship into our investment process. We believe that integrated ESG considerations, active ownership and impactful policy outreach improve financial outcomes and contribute responsibly to society.
Our five megatrends drive our investment approach: Digitalisation, Automation, Ageing, Evolving Consumption and Climate Change. Our thematic investment approach is complemented by our focus on stewardship.
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Schroders has been incorporating ESG considerations into its fundamental research and stock selection process for over 20 years. We published our first corporate governance policy in 1998, followed by our responsible investment policy in 2001. Since then, the information and tools available to us, our resources, the depth of our expertise and our approach to integrating responsible investment principles have evolved, but our commitment has remained the same: to be active owners of the companies in which we invest and to reflect ESG factors within our investment process.
As responsible investors and signatories to the UN’s Principles for Responsible Investment (PRI) we consider the long-term risks and opportunities that will affect the resilience of the assets in which we invest. From choosing the right assets, to engaging with our investments, positive principles guide our actions. We believe this approach leads to better outcomes for clients and should be part of every investment process.
Sustainability is mission critical to us at Schroders, both as an investor and as a company, and lies at the heart of our purpose and stakeholder relationships.
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Established in 2007, SilverStreet Capital is a UK-based investment advisor regulated by the FCA, managing agricultural strategies. Its objective is to seek attractive returns for investors while achieving a substantial positive social, environmental and climate impact.
SilverStreet benefits from:
SilverStreet’s agricultural expertise enables them to identify unique opportunities with attractive risk-return profiles and substantial positive impact. Investments are largely uncorrelated to the main global economic cycles and asset classes.
SilverStreet manages the largest African agricultural fund. Its main impact targets are to increase smallholder farmer incomes and reduce climate change risks. Many crop value chains have not yet been fully developed and this represents an exciting opportunity to invest to fill a key missing piece and enable the entire value chain. Such an investment creates an early-mover advantage for the business and a substantial multiplier effect for others across that entire value chain. Smallholder farmers can achieve higher incomes through access to better inputs or markets for higher value crops. Deforestation can be reduced by introducing smallholder farmers to conservation farming techniques and through the provision of improved inputs.
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Our 45+ pensions lawyers are located in each of our four UK offices (London, Birmingham, Leeds and Manchester) and we have pensions and benefits specialists in 23 of our overseas offices. We are supported by experts across the firm (domestically and internationally) in financial services, tax, labour and employment, disputes and commercial law.
Our clients include trustees and corporate sponsors of private sector defined benefit and defined contribution pension schemes of all sizes. We are experts in the Local Government Pension Scheme (LGPS) and have acted for almost half of the funds in the LGPS in England and Wales. We have also advised government bodies, non-departmental public bodies, investment managers, insurers, pension intermediaries and, with our Institutional Investors Practice Group colleagues, sovereign wealth funds. We have a broad perspective on pensions issues due to the diversity of our client base.
We are experts in supporting investment choices and the impact of environmental, social and governance factors, including climate change.
The directors of our professional trustee company, The Trustee Corporation Limited bring practical experience to the task of making investment choices and taking account of all material factors, including ESG factors.
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For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $4.14 trillion† under our care.
*Pensions & Investments Research Center, as of 31 December 2020
†This figure is presented as of 31 December 2021 and includes approximately $61.43 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.
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StepStone is a global private markets firm overseeing over US$255 billion of private capital allocations, including more than US$51 billion of assets under management. The Firm creates customized portfolios using a highly disciplined research-focused approach that prudently integrates fund investments, secondaries, and co-investments. StepStone offers customized private markets solutions to institutional clients using industry leading analytics and research capabilities, with a focus on providing highly responsive and collaborative client service. The Firm covers global private markets across multiple sectors and operates from 18 offices in 13 countries.
StepStone believes that environmental concern, social responsibility, and balanced corporate governance can be significant factors in long term value creation. ESG considerations are a critical part of StepStone’s due diligence and are viewed as essential to properly mitigating and measuring risk. The Firm has a dedicated ESG committee and became an UNPRI signatory in 2013.
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Founded in 1988, Stewart Investors run Worldwide, Emerging Markets, Asia-Pacific, European and Indian Subcontinent equity investment strategies. Pioneers of sustainable investing, the group launched its first sustainability fund in 2005, and to this day sustainability remains integral to their investment process.
They believe companies that deliver benefits to society and the environment face fewer risks over the long term and are therefore better placed to deliver positive returns to shareholders. Their investment philosophy centres around the principle of good stewardship – careful, considered and responsible management of client’s funds – with sustainability at the heart of this process.
Every member of the investment team is a sustainability analyst in their own right, and are sworn to a strict code of conduct known as the Hippocratic Oath. By signing, they pledge to uphold the principle of stewardship through their conduct, and commit to always act in the interests of clients and society.
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The Storebrand Group has roots back to 1767 and is a leading player in the Nordic market for long-term savings and insurance. Storebrand Asset management was established in 1981 and is the largest private asset manager in Norway. Providing a broad range of investment services to over 300 institutional clients, with approximately £84 billion assets under management as of Feb 2023.
The first Norwegian company to establish a sustainable investment department in 1995, Storebrand have one of the most experienced environmental, social and governance (ESG) teams in the Nordic region. Storebrand’s vision is of a future that our clients can look forward to. We seek to generate the best possible risk-adjusted returns for our clients, while not compromising the ability of future generations to meet their own needs. We enable effective stewardship by adhering to a three-pronged approach: exclusion, engagement, and solutions investment.
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Swiss Life Asset Managers is the UK arm of Swiss Life Asset Managers (SLAM), one of the largest real estate managers in Europe¹ with circa £80.4 bn of real estate Assets under Management. Real estate is a major asset class for Swiss Life Holding AG and comprises c.27% of its balance sheet assets.
Swiss Life Asset Managers UK provides the resources and long-term commitment that has allowed the UK business to retain and recruit the best talent to develop our investment capabilities. Our focus remains the provision of UK investment management services and co-investment for a select group of institutional clients, and we grow the business sustainably through long term strategic partnerships.
Building and managing core portfolios providing resilient and sustainable cashflows is our primary business. We recognise that successful income generation is fundamental to developing long term relationships with our clients and maintaining our strong long-term performance track record.
In addition to the comfort clients receive from our clear focus on delivering robust and sustainable income, clients of Swiss Life Asset Managers UK also benefit from a highly personalised service with the scale, security and knowledge advantage of being part of one of Europe’s largest real estate asset managers.
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Temporis Capital are a specialist investment manager generating a positive and measurable impact on reducing the effects of climate change, in alignment with the UN Sustainable Development Goals.
We invest across asset classes to bring our clients what we believe to be the best ideas in renewable energy and clean technology, aiming to combine strong financial returns with environmental and social benefits.
Temporis Group ("Temporis") manages $1 billion* of AUM, as of 30 September 2023. Since 2011, Temporis has exited investments worth approximately $500m.
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The Good Economy, UK’s leading independent social impact advisory firm, helps finance and business to play their part in solving major social problems and rebuilding the social contract through impact investments. We are dedicated to creating a fairer and more sustainable society and use our social capital to convene disparate stakeholder groups to drive collaborations for positive change.
The Good Economy partners with organisations looking to define, measure, evaluate, report and verify impact investments that make a positive contribution to sustainable development. Our diverse range of clients includes large-scale asset managers, private equity investors, specialist social impact investors, development finance institutions, businesses, social enterprises, charities and government bodies. As of April 2023, our clients manage over £24 billion in impact investing assets.
Services offered: impact measurement and monitoring frameworks, social impact due diligence, impact assessments and reports, and training.
Impact Assured, the firm’s verification arm, provides impact assurance and verification services that are aligned to global standards.
The Good Economy also offers a Place Based Impact Investments (PBII) strategic advisory service.
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Tikehau Capital is a global alternative asset management group with €28.5bn AUM and has developed a wide range of expertise across four business lines:
Tikehau Capital is a founder-led team with a differentiated business model, a strong balance sheet, proprietary global deal flow and a track record of backing high quality companies and executives. The firm employs c.600 staff in 12 countries worldwide and invests its own shareholders’ equity in each strategy it manages for investors.
Tikehau Capital is committed to managing the long-term savings entrusted to it by investors all over the world in a sustainable, efficient and responsible manner. The aim of creating long-term value, the cornerstone of the Group’s strategy, leads the Tikehau Capital teams to provide financing and investment solutions that are tailored to the needs of companies, the lifeblood of the economy.
ESG factors are just as important as economic, financial and operational considerations in each strategy and fully integrated in our investment process. To move towards more virtuous models, Tikehau Capital has developed dedicated strategies and vehicles with a positive impact on climate change, healthcare, innovation and social inclusion. At the same time, we continue to work hand-in-hand with portfolio companies from a wide array of sectors committed to defining more sustainable roadmaps.
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Triodos Investment Management is a globally recognised leader in impact investing – offering investable solutions to addressing today’s challenges. We connect a broad range of investors who want to make their money work for lasting, positive change with innovative entrepreneurs and sustainable businesses doing just that. In doing so, we serve as a catalyst in sectors that are key in the transition to a world that is fairer, more sustainable and humane.
With our highly professional investment teams, we have built up in-depth knowledge throughout our 25 years of impact investing in sectors such as Energy & Climate, Inclusive Finance, Sustainable Food & Agriculture, and Sustainable Real Estate. Besides the 500+ direct impact investments in these sectors, we invest in listed companies with an above-average environmental, social and governance (ESG) performance. With investments in 50+ countries Triodos Investment Management truly is a global player.
Triodos Investment Management is wholly-owned subsidiary of Triodos Bank NV, one of the world’s leading sustainable banks.
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For over 15 years, Triple Point has focused on investing responsibly and delivering a positive outcome for all parties. We believe that by investing fairly and responsibly for the long term, we can deliver both attractive financial returns and make a positive impact.
Our focus on leasing and lending to the public sector, NHS and charities for equipment including ambulances, baby monitors and electric streetsweepers has evolved to include renewable energy and supported social housing. We have also raised capital to provide equity funding for socially impactful growth businesses. We target four key areas: health, education, the environment and inequality.
Triple Point was a pioneer of Social Impact Investment Relief (‘SITR’) which led to the launch of our Impact EIS fund. This fund targets capital growth by investing in companies with a commercial proposition that make a measurable positive impact to society.
To date our renewable energy credentials include over £150m of investments in solar, hydro and anaerobic digestion projects, and in 2018 Triple Point was chosen by the Department for Business Energy and Industrial Strategy to manage their £320m investment programme to promote energy efficient heat networks.
Through our Social Housing Fund we invest in properties that house vulnerable adults. Last year we accommodated over 1,000 individuals in high quality housing, supporting them to live a fulfilling and independent life within their communities.
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Turquoise is the UK’s longest established specialist in clean technology investments with a track record spanning over 20 years in capital raising, M&A and venture capital investing. Our team of highly experienced investment professionals is supported by a network of advisers with expertise across the climate technology landscape. The team has completed over 100 low carbon technology transactions as either equity investor and/or corporate finance adviser representing over £1.5bn of value.
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Unigestion is an independent, specialist asset management company providing innovative, tailored solutions for investors worldwide. Since our founding in 1971, all our portfolios have been underpinned by a common investment DNA which has remained at the heart our investment approach across our three areas of expertise – equities, private equity, and multi asset & wealth management.
ESG principles are deeply rooted across all our investment lines, with 77% our assets covered by ESG considerations. We believe that investing in well-governed businesses with responsible practices can make a positive contribution to our clients’ portfolios over the long term.
We strive to be responsible stewards of our clients’ assets within a framework of strong governance and transparency. Effective stewardship benefits companies, investors and society as a whole. Our stewardship and engagement activity focuses on the ESG factors we believe will have the greatest impact for long-term investors and we take an active approach to our ownership of both public and private companies. Consistent with our commitment to being a responsible long-term investor and our duty to act in our clients’ best interests, Unigestion is a signatory to the UN Principles of Responsible Investment (PRI) and the UK Stewardship Code.
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Veridien manages a climate action strategy that seeks long-term growth of capital by investing in public companies with technologies and business models that contribute to climate change mitigation and can be used in a portfolio context to help align to net zero.
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Wellington Management is one of the largest independent investment management firms in the world, serving as a trusted adviser for institutions in over 60 countries. Our innovative investment solutions are built on the strength of rigorous, proprietary research and span nearly all sectors of the global securities markets.
As a private firm whose sole business is investment management, our long-term view and interests are aligned with those of our clients. And to better assess risks and opportunities in client portfolios, we have integrated the analysis of environmental, social, and corporate governance (ESG) factors into our investment and risk-management processes firmwide. Our dedicated ESG team provides our investors with proprietary research and insight to support ESG considerations, incorporating analytics, company engagement, and in-depth portfolio reviews.
Wellington has entered into a collaborative initiative with the Woodwell Climate Research Center — the world’s leading independent climate research institute — to integrate climate science and asset management. Our new alliance will focus on creating quantitative models to help analyse and better understand how and where climate change may impact global capital markets. A broad range of projects are planned, including developing investor tools and innovative analytical methods seeking to improve climate risk assessment and investment outcomes.
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West Sussex Pension Fund is part of the Local Government Pension Scheme (LGPS) with assets of around £5 billion, invested in diversified portfolio of growth (50%), income (20%) and protection focused asset (30%). In total there are over 200 employers actively participating in the West Sussex Scheme, which is administered to provide pension benefits for 87,000 members.
The Pensions Committee integrates environmental, social and governance principles throughout its investment decision-making process, from setting investment strategy to monitoring the Fund’s investment managers – taking appropriate advice. It also oversees environmental, social and governance risks and opportunities, including those relating to climate.
As part of this the Committee recognises that collaboration with other investors is a powerful tool to keep informed of developments in this area and gives the potential for collective action to influence the behaviour of companies, policy makers and other industry stakeholders. This also applies to the appointed investment managers.
The Fund is a member of the ACCESS Asset Pool.
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WHEB Asset Management is a positive impact investor focused on the opportunities created by the transition to a low carbon and sustainable global economy. We seek to generate superior returns from global equities by investing in companies providing solutions to some of the most serious environmental and social challenges facing mankind over the coming decades. The business is focussed on a single global equity strategy, which has been developed over the long-term and tested across market cycles. Our corporate mission in support of this aim is to “advance sustainability and create prosperity through positive impact investments”. We believe a focus on positive impact is an attractive source of investment return for the genuinely long term and fundamental investor. We are an owner managed partnership that is incentivised to take long-term decisions and put our client’s interests first.
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XPS Pensions Group is a leading UK pensions consultancy. We believe ESG and climate change considerations are an integral component of investment decision making and that good stewardship should not be seen as an “optional extra” for investors. Further we believe that taking a long term approach to investment goes hand in hand with taking a sustainable approach and that good quality investment strategy and investment management will represent sustainable investment. We recognise pension schemes and the industry as a whole are on a journey, and we are therefore focussed on providing trustees with education and a practical framework to implement their investment beliefs in relation responsible, sustainable and impact investing, whilst continuously evolving along with the industry.
Our research framework provides trustees with transparency on their underlying managers’ approach to ESG, climate change and stewardship along with the platform to choose managers that are more aligned to their investment beliefs. As impact investing gains momentum, we want to be at forefront of helping our clients achieve their financial goals alongside contributing to a positive future.
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Address:
226B Oving Road
Chichester
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PO19 7EJ
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