Investing for sustainable outcomes
We view our role in the investment chain with a straightforward clarity of purpose. As asset managers, aligning the long-term investment horizons of our clients’ capital with companies that will use that capital to create sustainable value is our ultimate fiduciary duty.
For many years, our stewardship activities have benefited our clients through three interconnecting qualities:
We believe in working towards a more sustainable investment environment that can better deliver long-term value creation for our clients.
Awarded the highest possible (A+) rating by the PRI* across all three categories.
Extensive collaboration with International Integrated Reporting Council and UK Financial Reporting Council.
Research and thought leadership shared with clients and industry.
*PRI – Principles for Responsible Investment. Engagement and voting activity is for the period 1 January 2018 to 31 December 2018.
ESG analysis is fully embedded into every aspect of our investment process.
Integration carried out by the portfolio managers who know the companies best.
Implementation overseen by David Sheasby, Head of Stewardship and ESG.
Extensive engagement and voting activity on behalf of our clients.
Leveraging our multi-decade experience in sustainable investing enhances our conviction building and our engagement.
Signatory to Principles for Responsible Investment (PRI) since 2009.
Tier-1 ranking by the FRC for our statement of compliance with the UK Stewardship Code.
Member of International Corporate Governance Network (ICGN).
Stewardship Annual Report 2020
The Power of Engagement
Active ownership with an integrated ESG-focus delivering sustainable outcomes for our clients.
EU policymakers appear to remain committed to a green stimulus, but will COVID-19 and the massive stimulus packages deployed to deal with it have a direct and adverse impact on the timing of the execution of the Green Deal?
- Date published
- 24 Aug 2020
- Aftermath: Post Covid-19
In the paper, Zed explains how ESG is integrated throughout the investment process. From determining which stocks progress to in-depth fundamental research, the usage of their proprietary ESG risk scoring system and finally how analysis of ESG exposures helps determines the overall portfolio shape.
- Date published
- 20 Aug 2020
- Global Long-Term Unconstrained