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.

The funds are Article 6.

The assessment and integration of ESG factors is a crucial part of this commitment across the firm, in public companies, and a critical factor in our decision-making. By embedding ESG into our investment process we enhance our ability to identify value, investment opportunities and, critically, to generate the best possible returns for our clients.  LAM (UK) LLP is an investment manager which invests in equities. We regard ESG factors as important input into our investment process while cognisant that portfolios also have to meet clients’ investment objectives. As a result, we view our approach as being “ESG aware” rather than driven by ESG considerations alone. 

LAM (UK) LLP operates a multi-stage ESG evaluation and integration process.

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.