As a wealth manager, we are responsible for investing on our clients’ behalf to help them try to achieve their long-term goals. We also recognise that the environment, society and financial stability are intertwined.
In the first half of 2024
Rathbones Group engaged with companies 591 times on 48 issues.
| Our top five engagement topics, January-June 2024 |
Times issue raised |
| Modern slavery | 182 |
| Executive pay | 163 |
| Independence of directors and committees | 136 |
| Board diversity | 99 |
| Net zero | 75 |
With this in mind, we believe it’s in the best interests of our clients that the companies and securities we invest in adopt best practice in managing those environmental, social and governance (ESG) risks that present a risk to the long-term interests of shareholders.
By addressing ESG issues, a responsible investment approach not only tries to protect the planet and people. It also seeks to preserve wealth and generate returns through better risk management and the identification of promising investment opportunities.
Find out more about ethical, sustainable and impact investment offered by our Greenbank team.
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WHAT IS RESPONSIBLE INVESTMENT?
Responsible investment means considering environmental, social and governance (ESG) issues, when making investment choices and taking decisions as a shareholder.
Environmental
Social
Governance
Responsible Investment Glossary
Responsible Investment in Two Minutes
Our video on responsible investment outlines the challenges facing people and planet and how these can affect the value of investments. The animation also explains how we approach responsible investment.
We set out our four principles that help us address these problems, identify the opportunities and show the action we’re taking: ESG integration, engagement with consequences, voting with purpose and transparency.
OUR RESPONSIBLE INVESTMENT PRINCIPLES
ESG integration
Voting with purpose
Engagement with consequences
Transparency
GOVERNANCE AND POLICIES
