Directory – UKSIF

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.

AXA Investment Managers

At AXA-IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. With over two decades at the forefront of Responsible Investing, we have gained a clear understanding of changing UK pension fund challenges. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes, with the aim of delivering long-term value to clients. And as a leader in ESG, sustainable and impact investing, we are well-placed to partner with schemes to achieve their financial goals sustainably.

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

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.

BBVA

BBVA is a global financial services group founded in 1857. The bank is present in more than 25 countries, has a strong leadership position in the Spanish market, is the largest financial institution in Mexico and it has leading franchises in South America and Turkey.

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.

Candriam

Candriam, a European asset management company with investment centres in Brussels, Paris, Luxembourg and London, is a recognized leader in responsible and sustainable investing. With more than 25 years' experience and some 600 experienced professionals, Candriam manages over €149 billion in assets[1] for an international clientele of institutional investors, distributors and private individuals.

Our responsible and sustainable approach is at the heart of all our investment decisions. We integrate environmental, social and governance (ESG) issues into our investment strategies and help our customers achieve their sustainability goals.

As a member of the New York Life group, Candriam benefits from the support of a AAA-rated[2] partner with over 175 years of experience.

Choosing Candriam to manage your portfolios means selecting expertise that regularly wins awards[3] and taking an active part in financing projects run by the Candriam Institute for Sustainable Development in the fields of education, social inclusion, environmental protection and the fight against cancer.

Together, let’s invest today to build the world of tomorrow.

_________________________________

[1] 30/06/2024

[2] AAA rating by Fitch Ratings, June 2024

[3] For details of all specific rewards, please visit www.candriam.com.

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.

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.

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

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.

Federated Hermes Limited

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

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 Angel Ventures

Green Angel Ventures is the reference investor for early-stage UK climate innovation. We operate and manage Green Angel Syndicate (a 350+ person network of specialists exclusively investing in climate innovation), our EIS Climate Change Fund, and invest an allocation of funding on behalf of the UK government. We find startup companies with the technologies or processes needed to help tackle the biggest problem facing humanity. Our specialist members and Funds invest in the best of these companies, and help them grow to maximise their climate impact and financial returns.

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.

Greenbank

Greenbank specialises in creating bespoke ethical and sustainable portfolios for high net worth private clients, trusts and charities. Our aim is to help clients achieve their aims, generating the financial returns that they need without compromising their values. We do not restrict clients to a ‘one-size-fits-all’ solution, but instead tailor portfolios to meet both their financial aims and their ethical, ESG or sustainability requirements. In doing this, we are committed to bringing about positive change in business practice through sustainable investment and engagement – not just because we feel that this is the responsible approach but because we believe it is also sound financially.

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

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 Wealth & Asset Management

At Handelsbanken Wealth & 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 2022) 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.

HydrogenOne Capital

HydrogenOne is the first London-listed hydrogen fund investing in clean hydrogen for a positive environmental impact. The Company was launched in 2021 with an investment objective to deliver an attractive level of capital growth by investing in a diversified portfolio of hydrogen and complementary hydrogen focussed assets. INEOS Energy is a strategic investor in HydrogenOne. The Company is listed on the London Stock Exchange's main market (ticker code: HGEN).

IFM Investors

IFM Investors was established more than 25 years ago with the aim to invest, protect and grow the long-term retirement savings of working people. Owned by a group of Australian pension funds, the organisation has £117 billion under management as at 31 March 2023. Because IFM is owned by industry pension funds, we prioritise the interests of 600 like-minded investors worldwide by focusing on assets that combine excellent long-term risk/reward characteristics with broad economic and social benefits to the community. As a signatory to The United Nations-supported Principles for Responsible Investment, IFM actively engages on ESG issues with the companies in which we invest with the aim of enhancing their net performance while minimising investment risk. Operating globally from offices in Melbourne, Sydney, London, Berlin, Zurich, Amsterdam, Milan, New York, Hong Kong, Seoul and Tokyo, IFM manages investments across infrastructure, debt, listed equities and private equity assets.

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

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 asset manager that takes pride in having a distinct culture and approach to running money. The company launched in 1995 and listed on the London Stock Exchange in 1999. We are an independent business with no corporate parent. Our purpose is to enable investors to enjoy a better financial future. We believe investment processes are key to long-term performance and effective risk control. Our fund managers are truly active in applying their investment processes. There is no house view - our fund managers have the freedom to manage their portfolios according to their own investment processes and market views.

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

Man Group plc

We are an active investment management firm focused on delivering attractive performance and client portfolio solutions, deploying the latest technology across our business to help ensure we stay at the forefront of our evolving industry. We provide long-only, alternative and private markets products on a single and multi-manager basis. We develop bespoke solutions and fund of hedge fund services which utilise the firm's advanced technology, infrastructure and expertise. We continuously invest in technology, talent and research as we strive to deliver the best results for our clients. Across our investment managers, we manage US$ 138.4bn* for our global clients, with institutional investors contributing 79% (2021) of the group’s funds under management.

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.

Mondrian Investment Partners

Mondrian is an employee-owned investment management firm with offices in London, Philadelphia and Singapore. We are value investors across the globe in both equity and fixed income asset classes. Our purpose is to provide a rate of return meaningfully greater than our clients’ domestic rate of inflation over the long-term with strategies that seek to preserve capital during protracted market declines. Founded in 1990, we have employed a detailed fundamental research process that includes engagement with the management of companies we invest in, allowing us to leverage our stewardship responsibilities whilst not micromanaging businesses, that is the foundation of our success. Mondrian’s well-resourced investment team manages assets on behalf of over 250 institutional clients.

Montanaro Asset Management

Montanaro Asset Management is an independent investment boutique focused exclusively on quoted Small & MidCap equities. We view our clients as our partners and seek to grow their investments sustainably over the long-term. We are Quality Growth investors. We take a common-sense approach to investing, identifying the highest quality Smaller Companies with the best management teams that we can own for the long-term.

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

Neuberger Berman

Neuberger Berman was founded in 1939 to deliver compelling investment results for our clients over the long term. We are passionate, independent investors united by our commitment to research-driven investment solutions and client service. Operating philosophy: - Client alignment: We believe that our 100% independent, employee ownership and singular business focus best aligns us with the long-term interests of our clients. - Culture of partnership and innovation: We are deeply attuned to the unique needs of each client. - Experience and stability: By design we attract individuals who share our passion for investing and who thrive in an environment of rigorous analysis, challenging dialogue, and professional and personal respect. - Breadth of perspective: Clients benefit from a global, diverse investment organization.. - Firm-wide ownership: As an independent, employee-owned manager, Neuberger Berman is devoted to identifying and managing risk—risk to our clients, risk to our portfolios, risk to our reputation.

Oakham Wealth Management Ltd

Oakham Wealth Management is an independently owned boutique investment firm, founded in 2004. From offices in Mayfair and Kensington, we manage investment portfolios for private and professional clients. We also offer a Managed Portfolio Service for advisors. Our portfolios are responsible and sustainable, adhering to principles of environmental, social and governance (ESG). Oakham is a certified B Corporation, which means that all stakeholders are treated equally. We regard clients as important as shareholders. In addition to being members of the UKSIF, Oakham is a signatory to the UNPRI, the Net Zero Asset Managers Initiative, and the Finance for Biodiversity Pledge.

P1 Investment Services Limited

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.

Quilter plc

Quilter is a leading provider of financial advice, investment solutions and wealth management in the UK and internationally. We give customers and financial advisers choice and flexibility in how they choose to access our solutions and services. We put good customer outcomes at the heart of our business and remain focused on our core purpose to help create prosperity for the generations of today and tomorrow.

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
Wealth Management
Investment
Wealth planning
Pensions

Regenerate Asset Management

Regenerate was established in 2019 following the spin out of the core private equity team from Impax Asset Management, which is one of the leading global Impact investment managers. At Impax the team spent more than 10 years deploying over €350m into specialist European Impact investments, with a realised track record of 2.2x mom. In Q1 2023, RESA held its first close with a significant commitment of €150 million from M&G’s Catalyst fund, a leading European institutional Impact investor.

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

Salica Investments

Founded as an investment firm focusing on the most promising startups, we have evolved into a unique set of private market funds investing globally in equity and debt across complementary sectors and stages. We fuse traditional values with a contemporary approach and balance exacting processes with the agility to capture commercial opportunity and compelling investment returns. Our continuous search for new opportunities has led us to create a balanced collection of complementary funds and relationships.

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

Sequoia Investment Management Company (SIMCo)

SIMCo is a specialist infrastructure debt investment management company. We are in the market daily finding deals globally for our portfolios. We deliver portfolio management for the SEQI fund, which launched in 2015 and is the largest debt fund listed on the London Stock Exchange and part of the FTSE 250. SEQI invests in income-generating economic infrastructure debt, creating attractive risk adjusted returns for shareholders from a diverse portfolio of private debt and bond investments, across twelve mature jurisdictions and various sectors, such as renewables, power, digitalisation and transport. We are also the Investment Advisor to the Sequoia Euro Infrastructure Debt Fund, a closed-ended investment-grade / cross-over fund investing primarily in senior infrastructure debt in the European markets.

Snowball IM

Snowball is a diversified fund proving there is a better way to invest – one that delivers measurable impact and competitive returns. There is need - and demand - for a comprehensive investment solution which takes impact and returns seriously. Snowball was created to make this type of investing available to everyone.

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.

Storebrand Asset Management, UK

Storebrand Asset Management is a leading asset manager in the Nordic region, providing cutting-edge sustainable investment solutions. Through ingenuity and integrity, we are constantly pushing boundaries to help clients build future-proof investment portfolios. In the UK we offer a range of sustainable investment products to our institutional and wealth management clients with a focus on climate aware investing and research into the use of climate data in portfolio construction. We engage at a policy and company level and aim to be a discussion partner for our clients and their advisers on their journey to more sustainable and climate aligned investment portfolios.

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 is an award-winning discretionary investment manager with a 16-year track record of providing financial advisers and their clients with active, low-volatility model portfolio solutions.

We are passionate about accessibility and inclusivity. We believe that every investor should have access to expert investment management and do not believe in a one-size-fits-all approach. We have developed a varied offering with no minimum investment requirement, which includes sustainability-focused and Sharia-compliant investment strategies available across a multitude of risk and account options.

We are dedicated to sustainability and charitable giving. We offer two client-led initiatives - You Give We Give and the Client Carbon Footprint Commitment – both of which are unique in the industry.

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.

Test Organisation

Test Description

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 Scottish National Investment Bank

The Scottish National Investment Bank is a development investment bank, delivering patient, mission impact investment to the Scottish economy. The Bank provides patient (long term) capital, both in equity and debt, to businesses and projects throughout Scotland to support the development of a fairer, more sustainable economy. The Bank not only invests its public capital, but also actively encourages additional private capital to invest alongside it, supporting the delivery of its three missions – to help Scotland achieve a just transition to Net Zero, to promote equality of opportunity and to harness innovation for a healthier, more resilient and productive population.

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

WH Ireland

WH Ireland offers Wealth Management, Investment Management, and Capital Markets services. By placing our clients’ needs at the centre of everything we do, we are well placed to provide timely, bespoke and helpful advice. Our Wealth Management services are focused on providing clear, simple, jargon-free advice and a bespoke investment management service. We also offer a MPS, investment management & support for charities, and a specialist IHT service. We have a team of expert financial planners whose aim is to help our clients through today’s complex financial world in areas such as retirement or pension planning, to ensure their financial needs are being met. They take the time to thoroughly understand our clients’ financial ambitions and goals, attitude towards risk and any concerns they may have and from this provide unbiased and objective advice and recommend a financial plan that can evolve with them.

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

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

abrdn

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 UK

Our story started over 190 years ago, when we were founded as Scottish Equitable here in the UK. Today we're part of Aegon group – an international provider of life insurance, pensions and asset management. Our UK team are focused on providing retirement, investment, workplace savings and protection solutions to over 3.8 million customers. To do that we work with financial advisers and employers, to help improve peoples' financial wellbeing.

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

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Asset Managers & Banks

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ABN AMRO Bank N.V.

ALPHA: r2

AXA Investment Managers

Aegon Asset Management

Aviva Investors

BBVA

CCLA Investment Management

Candriam

Cazenove Capital

Columbia Threadneedle Investments

Coventry Building Society

Downing LLP

EMK Capital LLP

Ecology Building Society

EdenTree Investment Management

FE Investments Ltd

Federated Hermes Limited

Fidelity International

First Sentier Investors (including First State Investments)

Foresight Group LLP

Franklin Templeton Investments

Fundamentum Property Advisers Limited

GAM UK Limited

Green Angel Ventures

Green Investment Partners

Greenbank

Gresham House Plc

Guinness Global Investors

HSBC Global Asset Management

Handelsbanken Wealth & Asset Management

HydrogenOne Capital

IFM Investors

Impax Asset Management

Insight Investment

Invesco

Iona Capital Ltd

Janus Henderson

Jupiter Asset Management

King and Shaxson

Kleinwort Hambros

La Française Group

Liontrust

M&G Investments

MFS Investment Management

Man Group plc

Martin Currie

Mondrian Investment Partners

Montanaro Asset Management

Montreux Capital Management

Neuberger Berman

Oakham Wealth Management Ltd

P1 Investment Services Limited

Partners Group

Quilter plc

Regenerate Asset Management

Royal London Asset Management

Salica Investments

Sands Capital

Schroder Investment Management

Sequoia Investment Management Company (SIMCo)

Snowball IM

Stewart Investors

Storebrand Asset Management, UK

T. Bailey Asset Management Ltd

TAM Asset Management

TIG Advisors, LLC

TIME Investments

Test Organisation

The Pallinghurst Group

The Scottish National Investment Bank

Thrive Renewables

Trillium Asset Management

Triodos Bank UK

WH Ireland

WHEB Asset Management

Whitechurch Securities Ltd

abrdn