Asset Managers & Banks

ABN AMRO Bank N.V.

ABN AMRO’s presence in the UK consists of specialised Corporate and Commercial Banking business lines, including Clearing, Commercial Finance, Leasing and Global Markets. We serve our clients based on sector and product expertise. Our focus in on building long-term relationships and to maintain an active dialogue, continuously investigating areas where we can add-value in terms of financial solutions and advice. ABN AMRO is a front runner in sustainability linked financing promoting "green" project financings and pioneering green loans and bonds, sustainability-linked loans, impact banking and circular economy financings.

ALPHA: r2

ALPHA: r2 is an award winning, top performing, defaqto 5-star rated DFM and MPS provider. We offer a suite of DT risk rated ethical portfolios as well as a full bespoke service to intermediaries and their underlying clients.

Aberdeen Standard Investments

Aberdeen Standard Investments is the Asset management arm of Standard Life Aberdeen plc, one of the world’s largest investment companies, created in 2017 from the merger of Standard Life plc and Aberdeen Asset Management PLC. Our purpose is to invest for a better future, to make a difference to our clients, the lives of our customers, our people and our shareholders. Our vision is to build a world class-investment company. A modern, dynamic global business which has the talent, scale and high-performing investment solutions to compete against the leading asset management companies across the world. As a leading global asset manager, Aberdeen Standard Investments is dedicated to creating long-term value for our clients. The investment needs of our clients are at the heart of what we do. We offer a comprehensive range of investment solutions, as well as the very highest level of service and support.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Asset Class - Infrastructure
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact

Aegon Asset Management

Aegon Asset Management – Investing Beyond Borders We are active global investors. Our 380 investment professionals manage and advise on assets of USD 408 billion (as of June 30, 2020). We organize our capabilities around four global investment platforms where we have deep asset-class expertise: Fixed Income, Real Assets, Equities, and Multi-Asset & Solutions. We serve a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact

Aeon Investments

Aeon was founded by likeminded professionals and combines a wealth of experience in identifying value across the credit spectrum. Aeon is dedicated to addressing the challenge of generating superior risk adjusted returns in the low yield environment. Aeon originates and structures long-term, income focused investments, for its stakeholders, families, foundations, institutions, and sovereigns. Aeon’s focus is on global structured credit in segments that offer relative value and superior risk adjusted returns, specifically within the real estate, infrastructure, transportation, and private debt sectors. Aeon navigates the market cycle across multiple asset classes to generate value through tailored investment solutions to give our investors exposure to key economic sectors.

• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Asset Class - Infrastructure
• Style - ESG integration
• Investment banking
• Investment

Aviva Investors

Our approach: With a global presence, far-reaching expertise, and extensive capabilities across major asset classes, we are well placed to help achieve the outcomes our clients demand. We listen - By listening to our clients’ aspirations and understanding the challenges they face, we are able to create relevant strategies and funds. Our global business acts as one team. By bringing together our knowledge, skill and creativity across major asset classes, disciplines and regions globally we look to unearth great investment opportunities for our clients. Everything we do is driven by our long-term perspective and our focus on building strategies and funds that are built to last. This ensures we develop long-lasting partnerships with our clients.

• Asset Class - Equities
• Asset Class - Fixed Income
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Best-in-class
• Company-level ESG data
• Thematic research (e.g. carbon, water, AI, etc)
• Fund ratings
• Impact measurement
• Corporate engagement & voting
• ESG Reporting & Communications
• ESG performance metrics
• Sustainability indexes & benchmarks
• Investment
• Pensions

BMO Global Asset Management

BMO Global Asset Management is the asset management arm of Bank of Montreal (BMO), Canada’s first bank, which opened for business in 1817. Our organisation set a new purpose in 2019 to Boldly Grow the Good in business and life, backing this up with ambitious commitments including mobilising CA$400bn for sustainable finance by 2025. BMO GAM is a global investment organisation providing investment management, retirement and trust and custody services to institutional, retail and high net worth investors around the world. Asset management is our only line of business and we focus on innovating and delivering investment solutions for our clients. We have taken a leadership approach in developing sustainable investment strategies for over 30 years. Since launching the UK’s first ethical strategy in 1984, our offering has broadened to include a range of ethical and thematic strategies, as well as a comprehensive approach to engagement and voting.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact
• Style - Norms-based

Baillie Gifford

Baillie Gifford founded in 1908 is one of UK's largest and oldest Investment Management firms. It advises in specialised equity, fixed income and multiassets portfolios for a global client base. It is the only large-scale investment business that has remained an independent private partnership.

Barclays

Barclays plc is a British multinational investment bank and financial services company, headquartered in London, England. Apart from investment banking, Barclays is organised into four core businesses: personal banking, corporate banking, wealth management, and investment management.

Bedford Row Capital

Bedford Row Capital is an award winning provider of global structured securities solutions which includes the issuance of green and sustainable bonds, ethical bonds, shariah-compliant certificates, senior secured conventional debt and Insured Money Market Certificates. Bedford Row Capital drives innovation in the debt capital markets through intelligent use of insight and innovation. ESG considerations and assessments underpin all public market transactions which are undertaken using proprietary metrics and monitoring tools developed by Professor Kevin Haines.

Brown Shipley

CCLA Investment Management

We manage investments for charities, religious organizations and the public sector. This is all we do. We believe that good investment management is like a well-tended garden, requiring constant attention, planting and pruning. Founded in 1958, we aim to deliver strong long-term returns and have unmatched experience in providing ethical and responsible investment to charities. We are independently owned by our clients.

Canada Life Asset Management

Canada Life Asset Management manages £41.5bn* in fixed income, equities, UK property and multi-asset solutions. Our range of investment solutions has been designed to support our investors and their clients in meeting their long-term objectives. Our 40-year + history as asset managers gives us the expertise necessary to provide the highest quality multi-asset and risk-profiled solutions as well as attractive equity, fixed income and alternative funds, and real estate finance. We are part of a UK-based subsidiary of the Great-West Lifeco group of companies, which has operations in Canada, the United States, Ireland and Germany. We are a team of over 100 individuals, with over 50 experienced investment professionals with almost 20 years' average industry experience and ten years' average tenure*. We recognise that environmental considerations and opportunities must become part of our day-to-day business operations and our environmental, social and governance (ESG) policy summarises our approach. *As at 30th June 2021

Candriam

Candriam is a multi-specialist asset manager with €130 billion in AuM (December 2019) and a successful 20-year track record in creating long-term value for its clients. Our ultimate parent, the triple-A-rated New York Life Insurance, is one of the largest life insurance companies and mutual life company in the United States. Candriam stands for “Conviction And Responsibility in Asset Management”: conviction-based investment decisions and a sense of responsibility to our clients run through everything we do. With investment centers in Brussels, Paris, Luxembourg and London, our conviction-driven investment solutions cover several key areas: bonds, equities, absolute performance strategies, and asset allocation. CANDRIAM is a pioneer in sustainable investments with, since 1996, an innovative range covering all its asset classes.

Cazenove Capital

Cazenove Capital is a wealth management business of Schroders. We offer a complete wealth management service, providing portfolio management, financial advice and banking services to high net worth individuals and charities in the UK and Channel Islands. We draw on the investment resources of the Schroders group, while tailoring our service to meet our clients’ unique requirements and objectives. We provide an efficient custody and administration platform and provide clear, comprehensive reporting. As of 31 December, the wealth management businesses of Schroders had assets under management of £72bn. Our headquarters are in London and we have regional offices across the UK. Our international offices are in the Channel Islands, Switzerland, Hong Kong and Singapore.

Clim8 Invest Ltd

Clim8 Invest is a digital asset manager offering sustainable multi-asset portfolios with a strong focus on environmental challenges (mostly climate change).

Columbia Threadneedle Investments

At Columbia Threadneedle Investments we strive to be responsible stewards of our clients' assets within a framework of good governance and transparency. As a manager of substantial global equities, fixed income and real assets and an active investor, we proactively seek to capture opportunities that help deliver sustainable growth and returns for our clients. Products of note include: Threadneedle UK Social Bond Fund, Threadneedle (Lux) European Social Bond Fund, Threadneedle Sustainable Equity Fund, and Threadneedle Low Carbon Workplace Fund.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Asset Class - Commodities
• Asset Class - Infrastructure
• Style - Exclusions
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact
• Style - Norms-based
• Style - Best-in-class

Coventry Building Society

We provide residential mortgages and savings to customers based in the UK. We believe in putting the needs of our members first, treating all our customers fairly and giving them choice and flexibility in how they interact with us, providing extra help to customers in vulnerable situations and those in financial difficulty. This means keeping savers deposits safe and secure, offering good long term value and ensuring good conduct outcomes.

Downing LLP

Downing's purpose is to make investment more rewarding. Rewarding by being profitable for our investors, rewarding by helping businesses grow, and, through their success, ultimately rewarding for society.

ECO Advisors

ECO Advisors specialises in utilising ESG concepts and data as an alpha source for investment returns within an absolute return investing framework. The firm’s flagship fund, PROTEA UCITS II – ECO ADVISORS ESG ABSOLUTE RETURN uses ESG related factors as the driver of security selection and performance, combining this with sophisticated portfolio construction & risk management techniques in order to provide a stable and consistent absolute return.

• Asset Class - Equities
• Asset Class - Balanced
• Style - Exclusions
• Style - ESG integration
• Style - Best-in-class

EMK Capital LLP

EMK's vision is to support management teams to achieve transformational growth and to build world class businesses which are leaders in their market.

• Asset Class - Equities
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact
• Style - Best-in-class

Ecology Building Society

Ecology’s mission is to build a greener society. We play our part by providing mortgages for properties and projects that have a positive environmental or social impact. These include self-builds, conversions, boat moorings, woodlands and energy-efficiency initiatives as well as supporting community-led housing. Our lending supports individuals, community organisations and small-scale developers with sustainable building projects. We’re owned by our members, and mortgages are funded through our range of ethical savings accounts. We’re a Living Wage employer, and have a policy that no basic salary should exceed eight times the lowest full grade available. Ethical Consumer magazine has rated our savings and mortgages as an ethical ‘Best Buy’ and have received a Good Egg award from Good with Money.

• Savings accounts (such as ISAs)
• Mortgages

EdenTree Investment Management

EdenTree are pioneers in responsible and sustainable investing, having launched the Amity UK Fund as one of the first ethical equity funds in the UK, in March 1988. We are proud of our 30 year track record in delivering exceptional, long-term results for our clients. Based in the heart of the City of London, our investment team also have some of the longest continuous track records of any in the UK investment community. Today, we have £3.7bn of assets under management across our range of screened and non-screened funds.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Balanced
• Style - Exclusions
• Style - ESG integration
• Style - Engagement and voting

Epworth Investment Management

With roots dating back to 1960, Epworth is an investment manager dedicated to serving the needs of Churches and Charities. We are stewards of our investors’ money and carefully select investments using Christian ethical criteria. Epworth manages assets of around £1.3bn (30.06.2020) and is wholly owned by the Central Finance Board of the Methodist Church.

FE Investments Ltd

FE Investments is a discretionary investment manager, who provide managed portfolio services for financial advisers across the UK. Their investment philosophy focuses on controlling risk and maximising diversification to deliver clients’ investment objectives. This is combined with integrated analysis of environmental, social and corporate governance ('ESG') factors in order to better manage risk and generate sustainable outcomes. They combine decades of fund data analysis and sector leading technology with the expertise of a dedicated investment team to help clients achieve their investment goals. Since launching in 2015 they have grown to around £4.8 billion of assets under management. FE Investments provide a range of portfolios that are designed to meet the needs and requirements of a diverse range of clients.

Fidelity International

Fidelity pursues an active investment style through portfolio management decisions, maintaining an ongoing dialogue with the management of investee or potential investee companies and voting on resolutions at general meetings. Our primary objective is to deliver investment performance to our clients by seeking a long term understanding of all aspects of the companies in which we invest. The intensive analysis which accompanies an initial investment continues throughout and beyond the life of the investment itself. We offer products across all asset classes.

First Sentier Investors (including First State Investments)

First State Investments, also known as First Sentier Investors in Australia, is a global asset management business focused on providing high quality, long-term investment capabilities to our clients. We offer a comprehensive suite of investment capabilities across a number of sought-after asset classes. We have 17 independent teams operating across equities, fixed income, listed and direct infrastructure and multi-asset, including Stewart Investors, a pioneer in emerging market equities and sustainable investing, and FSSA Investment Managers, our leading Asian and global emerging markets equities investor.

Foresight Group LLP

Established in 1984, Foresight is a leading independent infrastructure and private equity investment manager with over £6.5 billion of assets under management. We manage money for more than 28,000 private investors and some of the world's leading financial institutions, government organisations, pension funds and insurance companies. Our team now exceeds 235 people across our global office network. We have a combined investment experience of more than 900 years and our AUM has more than doubled in the last five years. Sustainability and consideration of Environmental, Social and Governance (“ESG”) factors lie at the heart of Foresight’s business. We believe that acting conscientiously and investing responsibly are critical to the long-term success of our business and society as a whole.

• Asset Class - Equities

Franklin Templeton Investments

Franklin Templeton is a global investment firm founded in New York City in 1947. Today manages $678bln AUM in strategies across Equities, Fixed Income, Multi Assets and Alternatives for global investors.

Fundamentum Property Advisers Limited

Fundamentum Property Advisers are the Investment Adviser to the Fundamentum Social Housing REIT PLC. We specialise in supplying Supported Housing assets across the UK, in partnership with housing providers for the UK's most vulnerable people. The housing we provide is for tenants within specific interest groups with identified needs, such as learning disabilities, autism or mental health struggles. We strive to continuously supply high-standard, specialist properties which meet the requirements of Local Authority’s needs. We are fully focused on providing socially responsible investment opportunities to our investor base.

• Asset Class - Property
• Style - ESG integration
• Style - Impact

GAM UK Limited

GAM Investments is an independent global asset management firm focused purely on active investment strategies. The company provides active investment solutions and products for institutions, financial intermediaries and private investors. For over 35 years GAM has employed an active investment management approach based on original thought, freedom of action and true conviction investing. The core investment business is complemented by private labeling services, which include management company and other support services to third-party institutions.

Green Investment Partners

Green Investment Partners Limited is a London-based investment management firm, authorised and regulated by the FCA. We invest in sustainable businesses accelerating the energy transition, with a long-term horizon focusing on growing capital and cutting carbon. Green Investment Partners was founded by Fabian Leonhardt, formerly of Augusta & Co, and Joshua Cole, formerly of Guinness Asset Management in 2018.

Gresham House Plc

Gresham House plc (GHE.LN) is a London Stock Exchange-quoted specialist asset manager providing funds, direct investments and tailored investment solutions, including co-investment, across a range of differentiated alternative investment strategies. We focus on five areas of alternative investments - Forestry, New Energy, Housing and Infrastructure, Public and Private Equity - across two divisions, Real Assets and Strategic Equity. As of 31 December 2019, the firm manages £2.8bn in assets under management on behalf of institutions, family offices, high-net-worth individuals, charities, endowments and private individuals with the objective of helping them achieve their financial goals. The Group’s aim is to build a leading specialist alternative asset management firm that delivers long-term value to shareholders and clients through superior and attractive returns underpinned by long-term alignment. Gresham House is committed to operating responsibly and sustainably and believes taking the long view in delivering sustainable investment solutions will continue to be a growing factor in the strength of our market positioning.

• Asset Class - Equities
• Asset Class - Property
• Asset Class - Infrastructure
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact

Guinness Global Investors

Guinness Asset Management is an independent, 100% employee-owned, London-based fund management company. Founded in 2003, we provide a range of long-only, actively managed funds to individual and institutional investors, and specialise in global, regional, and thematic equity strategies. Our funds are managed on an unconstrained, concentrated, low-turnover basis with a high level of conviction. Our ownership structure ensures our company’s interests remain firmly aligned with those of our investors. Alongside our public markets experience, we offer an EIS service investing in private companies across a range of sectors and an AIM EIS investing in AIM-listed companies. As at 30th November 2020, Guinness Asset Management has – in combination with our US sister-company, Guinness Atkinson Asset Management – $3.54 billion of group AuM.

HSBC Global Asset Management

HSBC Global Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Global Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 26 countries and territories, delivering global capabilities with local market insight. As at 30 September 2019, HSBC Global Asset Management managed assets totalling US$512bn on behalf of its clients. For more information see www.global.assetmanagement.hsbc.com

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Asset Class - Infrastructure
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact
• Style - Norms-based
• Style - Best-in-class
• Wealth Management
• Company-level ESG data
• Thematic research (e.g. carbon, water, AI, etc)
• Corporate engagement & voting
• ESG Reporting & Communications
• Investment
• Insurance
• Pensions

Handelsbanken Asset Management

At Handelsbanken Asset Management, we offer a range of global multi asset strategies, including sustainable, designed to appeal to investors with varying risk/return objectives. As part of the Handelsbanken Group, one of the world’s safest banks (Global Finance 2019) we belong to a business committed to financial stability, prudence, long-term relationships and a strong local presence. These cultural cornerstones ensure that sustainability is woven into our everyday operations: in our actions as a responsible employer and purchaser, our work to minimise our environmental impact, our commitment to responsible investing, and in the active role our branches play in local communities throughout the country. All of this underpins Handelsbanken’s efforts to contribute to a more sustainable future. We see responsible financing and investment as our biggest opportunities to influence sustainable development in society. Our wealth management advisers around the country put customers’ long-term financial wellbeing at the heart of their advice, while we, in asset management, offer four multi asset sustainable funds that provide the building blocks our customers require to meet their risk/return objectives through responsible and sustainable investing.

Impax Asset Management

Founded in 1998, Impax Asset Management is a specialist asset manager focused on investing in the transition to a more sustainable global economy. Across investment portfolios, Impax seeks to invest in higher quality companies with strong business models that demonstrate sound management of risk. Impax offers a well-rounded suite of investment solutions to global investors, spanning multiple asset classes seeking superior risk-adjusted returns over the medium to long-term. Impax manages funds and accounts in four areas: actively managed long-only equity, fixed income, real assets and smart beta.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Asset Class - Infrastructure
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact
• Style - Norms-based
• Style - Best-in-class

Insight Investment

Insight Investment is a leading global asset manager responsible for over £735.5bn1 in assets under management across liability driven investment, fixed income and currency, multi-asset and absolute return.

Invesco

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Since investing is all we do, we can focus solely on delivering results for our clients in way that are meaningful to them. We offer a wide range of single-country, regional and global capabilities across major equity, fixed income and alternative asset classes, delivered through a diverse set of investment vehicles. At Invesco, all of our people and resources are dedicated to helping investors achieve their financial objectives. As fiduciaries, our first priority is to protect our clients' interests, and continue building on the foundation of trust we've established while seeking to deliver strong, long-term investment performance.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Asset Class - Infrastructure
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting

Iona Capital Ltd

Since 2011 Iona has managed funds on behalf of institutional pension funds and successfully invested these in long term projects within the UK renewables market.

• Asset Class - Equities
• Asset Class - Infrastructure
• Style - Sustainability
• Style - ESG integration
• Style - Best-in-class
• Investment
• Pensions

J.P. Morgan

J.P. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. As a firm, we are committed to aligning key sectors of our financing portfolio with the goals of the Paris Agreement. In this pursuit, we have developed Carbon CompassSM – our methodology for measuring the GHG emissions of our clients and setting Paris-aligned targets to reduce the carbon intensity of our sector portfolios over time. Further, J.P. Morgan aims to facilitate more than $2.5 trillion over the next 10 years to address climate change and contribute to sustainable development, including $1 trillion for green initiatives. Across the global enterprise, J.P. Morgan has also set a number of targets to drive progress on operational sustainability, including our carbon neutral commitment across our operations.

Janus Henderson

Janus Henderson Investors is a leading global active asset manager. We exist to help clients achieve their long-term financial goals. We offer expertise across all major asset classes, with investment teams situated around the world. Janus Henderson capabilities include equities, quantitative equities, fixed income, multi-asset and alternatives.

• Asset Class - Equities
• Asset Class - Fixed Income
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact
• Style - Norms-based

Jupiter Asset Management

Jupiter is a high conviction, active fund manager committed to making a positive difference for our clients by helping them achieve their long-term investment objectives. Jupiter founded in 1985 now offers a broad range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives.

King and Shaxson

King & Shaxson is a City firm dating back to 1866 and has been owned by Phillip Capital, Singapore, since 2002. Phillip Capital have offices in 17 countries. King & Shaxson Asset Management has been managing ethical portfolios since 2002 and it is our sole focus. We offer both bespoke and model portfolios, managed on a discretionary only basis. The interaction between investment objectives and ethics is very important in portfolio construction, and our heritage means we have an extensive understanding of this.

Kleinwort Hambros

Kleinwort Hambros has experience in helping individuals, families, entrepreneurs, charities and their advisers to manage their financial assets. We know how to simplify life’s financial challenges, and offer a wide range of services through an holistic approach based on trust, service and expert knowledge. Driven by shared values of team spirit, commitment, responsibility and innovation, our teams are focused on delivering a truly personal service. All our staff, regardless of their role, help create better, deeper, more personal relationships with our clients, while offering them a greater level of service and opportunity. Kleinwort Hambros enjoys the benefits of being part of Societe Generale with valuable access to the resources and services of one of the world’s leading financial groups.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Balanced
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Impact
• Style - Best-in-class
• Savings accounts (such as ISAs)
• Current accounts
• Mortgages
• Loans
• Investment banking
• Wealth Management
• Company-level ESG data
• Investment
• Wealth planning

La Française Group

Organized around two business lines, financial and real estate assets, La Française has developed a multi-boutique model to serve institutional and retail clients in France and abroad. La Française has operations in Paris, Frankfurt, Hamburg, London, Luxembourg, Madrid, Milan, Hong Kong, Seoul.

Liontrust

Liontrust is a specialist fund management company that launched in 1995 and was listed on the London Stock Exchange in 1999. We believe in the benefits of active fund management over the long term, and have nine equity, fixed income, sustainable and multi-asset teams. Each team has a distinct and rigorous investment process that ensures the way we manage money is predictable and repeatable. Our fund managers have the freedom to manage their portfolios according to their own views without being distracted by other day-to-day aspects of running a fund management company. We seek to manage the company sustainably and responsibly, and are committed to contributing to and benefiting the wider society.

Lombard Odier Investment Managers

Lombard Odier Investment Managers (LOIM) is the institutional asset management business of the Lombard Odier Group, wholly owned and funded by its partners since its establishment in 1796. This partnership approach extends to our client relationships as, in our experience, building long-term collaborations, based on a deeper mutual understanding and alignment of interests, creates better outcomes for our clients. In turn, this feeds the sustainability of our own business. Therefore, we recognize the need to protect capital, rethink our approach to investment and embed sustainability at the heart of our investment philosophy. Our investment capabilities span fixed income, convertible bonds, equities, multi-asset, and alternatives. With 167 investment professionals, we are a global business with a network of 13 offices across Europe, Asia and North America.

M&G Investments

At M&G Investments, we have been investing money for individual and institutional clients for more than 80 years and our principles of long-termism, responsible stewardship of our assets and active fund management have been the foundation of our approach throughout. Our overall aim is to grow our customers’ wealth and improve their world by investing with care. We seek to identify the best opportunities, across fixed income, equities, property and infrastructure, for people who care how their money is invested.

MFS Investment Management

In 1924, MFS launched the first US open-end mutual fund, opening the door to the markets for millions of everyday investors. Today, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, MFS still serves a single purpose: to create long-term value responsibly for clients. That takes a sustainable investing approach built on: •Collective expertise – teams of diverse thinkers who actively debate ideas within a culture of shared values and collaboration •Long-term discipline – conviction over longer time horizons to broaden opportunities and performance incentives aligned with client outcomes •Risk management – the potential to recognize material risks and opportunities while managing long-term performance for clients

Martin Currie

Martin Currie is an active equity specialist firm driven by our purpose – Investing to Improve Lives™ – and focused on managing assets through a range of investment solutions specifically designed to meet our clients’ needs. Whether this is matching return objectives, risk tolerance, liability profiles or income requirements, our differentiated suite of risk-adjusted solutions are underpinned by the benefits of active management and industry-leading Environmental, Social and Governance (ESG) analysis. Martin Currie offers both growth and income solutions within a suite of differentiated, high-conviction active equity strategies, each defined by their own investment style, process and risk framework. As at 30 June 2021 Martin Currie has US$22.5 billion under management and advice.

Montreux Capital Management

Founded in 2010, Montreux Capital Management represents a group of investment firms specialising in boutique, alternative funds. With a global institutional client base, investors benefit from a specialist fund range which bears low correlation to the wider market, managed by our experienced partners. Advising funds for some of the world’s most respected global institutions and other well-informed, professional investors, Montreux understands the importance of a disciplined and sustainable approach in the investment process. By focusing on esoteric strategies, Montreux Funds aim to consistently generate returns regardless of movements in Equities, Bonds and the wider property markets.

• Asset Class - Equities
• Style - Impact

NatWest Group

NatWest Group provides a wide range of products and services to personal, commercial and large corporate and institutional customers through a number of well-known banking brands. We are privileged to play a central role in the UK economy. That brings with it, a deep responsibility to the communities we serve and to wider society. That is why we have a refreshed Purpose: We champion potential, helping people, families and businesses to thrive. We have identified three areas of focus where we can make a substantial impact in addressing challenges that threaten to hold people, families and businesses back. These are enterprise, learning and climate.

Oakham Wealth Management Ltd

Please write a short summary of your organisation’s mission, aims, products and services (Max 120 words)

P1 Investment Management

P1 Investment Management is a discretionary fund manager, working closely with IFAs and using technology to overcome limitations and restrictions dominant in existing investment solutions. This allows us to provide efficient and effective solutions including; our flagship ethical and sustainable portfolios, passive and hybrid portfolios, Tier 1 investment visa portfolios, all at market-leading prices. At P1 our key focus is ethical and sustainable investing. We strive to raise awareness around the fundamental importance of ethical investing and increase familiarity with the concept. At the heart of our process lies the selection of ethical funds that meet the highest possible standards while avoiding those that merely seek an ethical label for marketing purposes. We engage with fund houses to shape the ethical debate.

• Savings accounts (such as ISAs)
• Wealth Management
• Thematic research (e.g. carbon, water, AI, etc)
• Fund ratings
• Corporate engagement & voting
• Investment consultancy
• Investment

Partners Group

•Partners Group is a leading global private markets investment manager. Since 1996, the firm has invested over USD 135 billion in private equity, private real estate, private debt and private infrastructure on behalf of its clients globally. Partners Group is a committed, responsible investor and aims to create broad stakeholder impact through its active ownership and development of growing businesses, attractive real estate and essential infrastructure. With over USD 109 billion in assets under management as of 31 December 2020, Partners Group serves a broad range of institutional investors, sovereign wealth funds, family offices and private individuals globally.

Riverfield Partners LLP

Riverfield Partners LLP is an investment manager focused on long-term capital growth and wealth preservation. The team is composed of a multinational group of experienced investment professionals, located in Europe, Asia and Latin America. The Riverfield UCITs funds are primarily equity focused, global in strategy and held within the Luxembourg-registered Riverfield SICAV. The LLP is also the investment manager of a Luxembourg-registered SIF investing in bonds, equities and specialist funds ; and of Phi Funds, a Liechtenstein authorised AIF with funds investing in physical gold and precious metals. The LLP also offers wealth management services to private investors and institutions.

Royal London Asset Management

RLAM has primarily focused on providing asset management services to UK clients with all staff being UK based. We offer a broad range of investment strategies across a range of core asset classes including, but not limited to; cash, equities, fixed income, property and absolute return. Within our broad range of equity and fixed income strategies we also offer funds managed using an ethical or sustainable approach. RLAM is a fundamental component of RLMIS, managing Group assets in addition to successfully providing active investment management services to a wide range of external clients, notably corporate pension schemes, local authorities, insurance companies, charities, endowments, universities, wealth managers and other financial intermediaries.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Norms-based
• Style - Best-in-class

Sands Capital

Sands Capital is an active, long-term investor in leading innovative businesses globally. Our approach combines analytical rigor and creative thinking to identify high-quality growth businesses that are creating the future. Through an integrated investment platform spanning venture capital, growth equity and public equity, we provide growth capital solutions to institutions and fund sponsors in more than 40 countries.

Schroder Investment Management

We actively manage investment solutions to help build future prosperity. As the world changes, so do our clients’ needs. That’s why we have a long history of adapting to meet the challenges of the times, keeping our focus on what matters most to our clients. We offer innovative products and solutions across a wide range of asset classes, including equities, fixed income, multi-asset, private assets and alternatives. We work with institutional clients, including pension funds, insurance companies and sovereign wealth funds, as well as a variety of intermediaries, including financial advisers, private wealth managers and online platforms. Our client-led approach allows us to deliver for other stakeholders, including our shareholders, people, society as a whole, regulators and suppliers.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Asset Class - Commodities
• Asset Class - Infrastructure
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact
• Style - Norms-based
• Style - Best-in-class

Schroders Personal Wealth

Schroders personal wealth is a joint venture between Lloyds Banking Group plc and Schroders plc. SPW believes that having a personalised financial plan from one of our experts could be the first step on the journey towards helping our clients to realise their dreams.

Standard Chartered Bank Plc

We are a leading international banking group, with a presence in more than 60 of the world’s most dynamic markets. Our purpose is to drive commerce and prosperity through our unique diversity, and our heritage and values are expressed in our brand promise, Here for good.

• Savings accounts (such as ISAs)
• Current accounts
• Mortgages
• Loans
• Investment banking
• Wealth Management

Stewart Investors

Our investment philosophy is founded on the principle of stewardship careful, considered and responsible management of our clients' funds. We believe our job is to allocate our clients'​ capital to good quality companies with sound growth prospects and strong management teams, ensuring we pay sensible prices for these investments. We believe that we have a responsibility as investors to manage our clients'​ funds to the mutual benefit of all stakeholders and the wider community.

Sustainability Habit Limited

I want to set up a new green bank with the following aims. Sustainability Habit Limited promotes green banking and investment within the framework of the UN SDGs (United Nations Sustainable Development Goals). Its aims are to invest in earth friendly solutions that will contribute towards the stability of our eco systems, We are currently seeking FCA and PRA authorization and applying for a banking licence from the Bank of England. We support solutions that target the restoration of lifecycles because every lifecycle from the least to the greatest has a role to play. Each has an ecological niche that performs regenerative, restorative, self-cleansing / healing activities that benefit the greater whole because the whole is greater than the sum of its parts.

T. Bailey Asset Management Ltd

When you invest with T. Bailey you are choosing an approach to asset management that is different by design. Our founding family have 150 years’ business experience and originally established T. Bailey to manage their own investments. This proved a great success and for more than 20 years, other investors have been able to invest their money with T. Bailey alongside that of the family, and of our team of investment experts. The benefit for you is knowing that at T. Bailey we never lose sight of our key objective: achieving the best possible risk-adjusted returns for our investors. We are privately owned, proudly independent and focused, without compromise, on preserving and growing our investors’ wealth.

TAM Asset Management

TAM Asset Management Ltd are an award-winning discretionary investment manager with decades of industry experience. Our expert team of investment professionals are committed to providing forward-thinking investment management solutions to individual clients and institutions around the world. We believe that every investor should have access to professional investment management services regardless of their level of wealth, and have over the years designed and developed a vast range of services for varying clientele - from suites of bespoke and model investment portfolios, to suites of ethical and Sharia investment portfolios.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Commodities
• Asset Class - Infrastructure
• Style - Exclusions
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact
• Style - Norms-based
• Style - Best-in-class

TIG Advisors, LLC

TIG Advisors, LLC is an SEC registered investment advisor based in New York, currently managing alternative investment funds. Our structure provides centralized trading, marketing, risk management, legal, compliance, operations, technology and accounting services.

TIME Investments

TIME Investments is a specialist investment manager focused on delivering long-term investments that seek consistent returns. We take a deliberately defensive approach predominantly investing in asset-backed and income producing investments across infrastructure, real estate, renewable energy and lending. Whether clients are seeking portfolio diversification, income, or estate planning solutions, TIME offers a variety of products and services to help achieve these objectives. We make carefully considered investments that seek to achieve attractive risk-adjusted returns and create products that aim to provide our investors with long lasting peace of mind.

The Pallinghurst Group

The Pallinghurst Group is committed to sustainability, reducing its environmental impact and investing in the local communities of its investments. The Group invests in projects that supply responsibly and ethically sourced materials that are critical to the rapidly growing energy storage and electric vehicle revolution which is underpinned by the lithium-ion battery and renewable energy storage industries, focusing on Tier-1 jurisdictions (North America, Europe and Australasia). The Group’s ambition is to create low-carbon mines by focusing on projects that utilise sustainable power sources. The Group actively manages all investments, driving the underlying strategy of each portfolio company by taking significant positions on the board of directors. The Group has significant expertise in mining (including mine development, processing and marketing).

• Asset Class - Equities
• Asset Class - Commodities

The international business of Federated Hermes

Our mission is to help beneficiaries retire better. To achieve this, we aim to be the world's leading provider of superior long-term holistic returns for savers, thus creating value for all stakeholders in the financial system. Our specialist, high conviction investment teams manage assets across equities, credit, infrastructure, private equity, private debt and real estate. Critically, we have one of the world’s largest stewardship resources of any fund manager in the world. Launched 15 years ago, EOS at Federated Hermes provides a platform for like-minded investors to pool resources, creating a powerful force for positive change.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact

Thrive Renewables

Thrive Renewables PLC is a renewable energy investment company, established 25 years ago with a vision of a clean, smart energy system powered by the investment of many. Our mission is to facilitate the UK’s transition to greener energy sources by widening ownership, connecting people and communities with renewable energy projects. So far, we have built or funded 25 wind, hydro, solar, geothermal and renewable heat projects, the majority of which we own and operate. Over the last 25 years, our sites have generated enough clean electricity to meet the annual demand of 1 million average UK citizens, saving 663,200 tonnes of CO2 emissions.

• Asset Class - Infrastructure

Trillium Asset Management

Trillium Asset Management was founded in 1982 by Joan Bavaria. The firm is dedicated to meeting the financial needs of our clients while leveraging their capital for positive social and environmental impact in alignment with their values.

Triodos Bank UK

A global pioneer in sustainable banking, Triodos Bank uses the power of finance to invest in businesses, entrepreneurs and projects that are good for people and the planet. With UK operations based in Bristol, Triodos offers financial and banking services for savers, investors and organisations that want to change the world for the better. Retail banking includes personal current accounts, savings and ISAs. Business services include loans and business accounts. Impact investments are available to individual or institutional investors via Triodos Investment Management funds (stocks & share equities) or directly into pioneering organisations via the Triodos crowdfunding platform (www.triodoscrowdfunding.co.uk).

• Asset Class - Equities
• Style - Sustainability
• Style - ESG integration
• Style - Impact
• Savings accounts (such as ISAs)
• Current accounts
• Loans

Vala Capital Limited

We are a venture capital firm that firmly believe early-stage businesses are the UK’s most important engine of innovation, change and value creation. We make it our mission to back, build and embolden start-ups that can have an impact in their markets and on society, supporting them on their sustainability journey at the same time.

WHEB Asset Management

WHEB is a specialist impact investment firm with a single investment strategy. Our starting point is a long-term belief that the global economy is shifting to a lower-carbon and more sustainable basis. We only invest in businesses that enable - and benefit from - this dramatic change. The FP WHEB Sustainability fund invests in global listed equities and has nine sustainable investment themes; five environmental (cleaner energy, environmental services, resource efficiency, sustainable transport, and water management) and four social (education, health, safety, and well-being). Our missions is to “advance sustainability and create prosperity through positive impact investments.” Measuring the impact of our investments and communicating that impact to our investors is also a key feature of our work.

• Asset Class - Equities
• Style - Sustainability
• Style - ESG integration
• Style - Engagement and voting
• Style - Impact

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Whitechurch Securities Ltd

We can offer a range of ethical solutions; from model portfolios with predefined requirements (to fit the needs of most investors); up to bespoke solutions for private individuals, charities and trusts. The range is also available on a number of platforms.

• Asset Class - Equities
• Asset Class - Fixed Income
• Asset Class - Property
• Asset Class - Balanced
• Asset Class - Infrastructure
• Style - Exclusions
• Style - Sustainability
• Wealth Management
• Investment

iFunds Asset Management

Established in 2001, iFunds specialises in running risk-managed investment strategies, utilising passive funds together with exchange traded funds and combining these with a statistical based approach to active asset allocation. Using passive investment products and allocating to them using a combination of active and passive investment management, provides a low cost and risk managed investment solution without the associated costs of an actively managed portfolio and without exposing clients to maximum market risk. Clients include funds, pension funds and private investors.

• Asset Class - Balanced
• Style - Sustainability
• Wealth Management
• Investment