Investing in making a difference

The fund is an Article 8 Fund.

The Fund promotes environmental or social characteristics (but does not have as its objective sustainable investments). The Investment Manager integrates the assessment of sustainability risks into the investment process of the Sub-Fund through a multi-stage environmental, social and governance (ESG) evaluation which incorporates 3rd party ESG factors, metrics and data into proprietary investment screening. The Investment Manager further integrates ESG factors into the stock selection process through assessment of the importance of ESG issues for a given sector or company. Further analysis may be performed, where relevant, in order to determine a company’s recent performance and likely trajectory against benchmark scores.

We are committed to operating in a socially responsible manner, embedding strong and clear governance, and conducting our business in a sustainable way. In our role as an investment manager, we view ESG and Responsible Investing factors as critical to achieving the best possible risk-adjusted investment returns for our investors. 

We recognise that Landseer Asset Manager is a small investment manager in a very large, global financial services industry but that does not mean that we can't do our bit to make a difference. We will continue to monitor our policies and evolve to ensure best practice and that Landseer Asset Management remains a committed responsible investor.

  Incorporate third party ESG factors, metrics and data into our investment screens. We use data extracted from various  third-party information providers. Triangulating between providers’ rankings allows us to identify the ESG ‘risk’ of a company. 

Integrate ESG factors in our stock selection process. The Portfolio Manager and Research Analysts assess importance of ESG issues, identified by screens, for a given sector or company.

Portfolio Manager considers ESG factors in the investment decision making process at both the stock and the aggregated portfolio level. We consider multiple different factors as part of this process.

 Where appropriate, we will proactively engage in dialogue with companies to better understand, manage and address ESG issues, to support business growth, good governance, standards of conduct, and to invest accordingly.