How we engaged globally aiming to deliver positive change in 2022
Active ownership: aiming to deliver real-world outcomes
Our Active Ownership report details how our Investment Stewardship and Investment teams exercised voting rights across our entire book and engaged with companies, policymakers and other stakeholders to aim to deliver positive change on topics including biodiversity and deforestation, fair pay and diversity.
Join Michael Marks, Head of Investment Stewardship, and colleagues for the Active Ownership podcast
What is active ownership?
Responsible investing at LGIM
We see responsible investing as the incorporation of ESG considerations into investment decisions, alongside engagement with companies, regulators and policymakers, to generate sustainable outcomes.
We are a ‘universal owner’ on behalf of our clients, holding a slice of the global economy. As a result, we believe:
01
Responsible investing is essential
to improve long-term returns, unearth opportunities and mitigate risks by fostering sustainable markets and economies
02
We have a responsibility to many stakeholders
When we allocate capital, we conduct extensive research into potential environmental and societal outcomes
03
ESG factors are financially material
albeit not all to the same degree. And patience is required, because the time horizons of ESG outcomes and investment returns are not always aligned
04
Engagement with consequences
is the best way to deliver long-term, systemic change on a global scale
1. Data as at 30 June 2023
2. Data as at 30 June 2023. LGIM across all assets under management.
*Source: LGIM internal data as at 30 June 2023. AUM in responsible investment strategies represents only the AUM from funds or client mandates that feature a deliberate and positive expression of ESG criteria, in the fund documentation for pooled fund structures or in a client’s Investment Management Agreement. Mandates which only invest in government bonds are not included, however where LGIM manages a mandate (for a third-party client) which is invested in a broad asset exposure that includes, but is not limited to, government bonds, these mandates would be included subject to that mandate having a deliberate and positive expression of ESG criteria.
Key risks
The value of an investment and any income taken from it is not guaranteed and can go down as well as up, you may not get back the amount you originally invested.
Past performance is not a guide to the future.