Sustainable investing
Our award winning* sustainable investment approach is designed to enable charities to align their investments with their values.Sustainability at a glance
The world is changing at pace. Climate change, shifting demographics and technology are reshaping our planet and society. These shifts cannot be ignored.
We believe that these long-term structural trends will have significant influence on financial markets. Careful consideration of material Environmental, Social and Governance (ESG) factors helps to inform our investment decisions to identify opportunities and minimise the risks of failing to adapt. We adopt this approach across all our investment strategies, because we believe it makes good financial sense. Importantly, ESG integration does not mean we are specifically targeting sustainability objectives or excluding investments on sustainability grounds.
We work with a team of ESG specialists and proprietary tools from Schroders Group to help us appraise the investments we make. Schroders group has over 20 years of experience integrating ESG analysis into everyday investment decisions.
For these clients, we offer our award-winning sustainable investment approach. We work to understand your charity’s values and how to best reflect them in the investment strategy, aligning your portfolio with the organisations mission, while still seeking attractive financial returns.
Our sustainable investment strategies exclude harmful industries and aim to allocate to investments that provide an overall positive sustainability outcome based on environmental and social factors. We may also allocate a proportion of the portfolio to investments that aim to contribute to solutions in areas of environmental and social need, by including investments that seek to drive progress towards achieving one or more of the UN Sustainable Development Goals (SDGs).
Measuring impact
Investors increasingly want to quantify the potential impact their holdings have on society and the environment.
Our award winning* impact measurement tool, SustainEx, allows us to quantify the benefits and costs that companies would face if their positive and negative impacts on the world around them were priced.
We can measure the potential impact of your investments on people and the planet; for example, we can quantify the carbon footprint of your portfolio, and help you reduce it. Or, we can also estimate the monetary value of the social benefits – and costs – that your portfolio generates.
Each year, we release a Sustainability and Impact Report for each of our sustainable flagship funds. You can read our Sustainability and Impact Report for our Charity Sustainable Multi-Asset Fund below.
Active ownership and engagement
Through constructive and committed engagement with management teams at the companies and assets we invest in, active ownership is a key element of the value we can bring to our clients.
Our 2024 wealth management engagement report looks at some of the active ownership activity undertaken in the past year. We breakdown our long-term expectations of companies across six different thematic areas: Climate Change, Biodiversity, Inclusion, Human Rights, Human Capital Management and Governance. These are aligned to Schroders Engagement Blueprint.
Our Climate Transition Action Plan
We believe that strong financial returns and meeting climate commitments go hand-in-hand. Our Climate Transition Action Plan outlines how we intend to transition to net zero by 2050 or sooner, integrating climate considerations into all that we do.
Delivering profit with purpose
An increasing number of charities choose to go further than ESG integration, and invest in a way that seeks to create positive outcomes for people and the planet in a manner consistent with their charitable mission.
For these clients, we offer our award-winning sustainable investment approach. We work to understand your charity’s values and how to best reflect them in the investment strategy, aligning your portfolio with the organisations mission, while still seeking attractive financial returns.
Our sustainable investment strategies exclude harmful industries and aim to allocate to investments that provide an overall positive sustainability outcome based on environmental and social factors. We may also allocate a proportion of the portfolio to investments that aim to contribute to solutions in areas of environmental and social need, by including investments that seek to drive progress towards achieving one or more of the UN Sustainable Development Goals (SDGs).
Recognised as a leader in sustainable investment
Cazenove Capital’s sustainable investment specialists work closely with experts from the Schroders Group to develop our sustainable investment expertise. We have over 40 sustainability and impact specialists across the Schroders Group, including a dedicated team of 10 specialists within Cazenove Capital.
We are proud to have been recognised for our capabilities in sustainable investing:
Schroder Group Accreditations
A+
or equivalent United Nations Principles of Responsible Investment (UNPRI) assessment since 2016
A rated
Carbon Disclosure Project's climate change assessment – 2022
Top 15
ShareAction’s Global Asset Manager for Responsible Investment – 2024
Top 20
Financial Systems Benchmark, World Benchmark Alliance – 2022
AAA rated
and top 3% – MSCI ESG scoring – 2022
#1
Global Canopy Forest 500’s 2022 report for addressing deforestation
Cazenove Capital Accreditations*
#1
Magic Circle Awards Best ESG/Impact Manager (2023)
#1
Environmental Finance IMPACT Awards Wealth Manager of the Year (2023)
#1
Jersey Finance Leadership in Sustainable Finance - Investment Management (2023)
Gold
ESG Investing Olympics – 2020
Award winning reporting
Schroders SustainEx is the winner of two prestigious awards for innovation, impact measurement and reporting.
Winner
Environmental Finance Impact Awards 2020 – Impact measurement and impact reporting
Winner
ESG investing Awards 2021 – Most innovative ESG Product
Going beyond: contributing to areas of environmental and social need
A key focus of our sustainable funds is to contribute towards initiatives that provide solutions to areas of environmental need. To further the impact of our sustainable funds, Cazenove Capital has partnered with three charities to directly support core underfunded areas: conservation of the ocean, protecting biodiversity and pushing for climate justice.
Conservation of the ocean
We are partnering with 10% for the Ocean, where we aim to support their work to support existing and the creation of Marine Protected Areas (MPA) and continue to raise public awareness of the importance of the oceans in our fight against climate breakdown.
Protecting biodiversity
We are partnering with Fauna & Flora, where we will focus on protecting populations of important species, while ensuring communities can benefit from diversified income streams and reduced human-wildlife conflict.
Ensuring climate justice
We are partnering with Acumen, whose Hardest-to-Reach initiative focuses on addressing the clean energy needs of underserved communities often excluded from the green energy transition.
Impact Investing
Many charities want their investments to contribute to solutions to the societal issues they see in the world. This is possible by allocating capital to impact investments. Impact investments are those that are made with the intention to generate positive, measurable social and environmental impact alongside a financial return.
Meet the team
Our greatest asset is our people, whose experience and skill in managing investments for charities has resulted in excellent performance, service and client satisfaction.