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.

Download our environmental, social & governance (ESG) policy

Active Ownership

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. Schroders Engagement Blueprint lays out our long-term expectations of companies across six thematic areas, Climate Change, Biodiversity, Inclusion, Human Rights, Human Capital Management and Governance. We are a signatory to the UK Stewardship code and take considered use of our voting rights, for which we publicly report our voting records.

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).

Measuring impact

Investors increasingly want to quantify the potential impact their holdings have on society and the environment. 

Our adopted Impact Management Framework enables us to choose investments that aim to create positive change. As part of this framework, we have our award winning* impact measurement tool, SustainEx (reference award below). This 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 measure the potential impact of your investments on people and the planet. We can quantify the carbon footprint of your portfolio, for example, and help you reduce it. We can also estimate the monetary value of the social benefits – and costs – that your portfolio generates.

Sustainability and Impact Annual Report 2023 – Sustainable Multi-Asset Fund

Our fourth annual Sustainability and Impact Report explores how we invest to achieve better outcomes for people and the planet while targeting attractive financial returns to meet your investment goals.

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 50 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 5

ShareAction’s Global Asset Manager for Responsible Investment – 2022

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

Schroders sustainability report

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.