IN FOCUS6-8 min read

Sustainability and Impact Annual Report 2022

Our third report looks at the continued evolution of our impact framework and explores some of our recent engagements and high-impact investments.

26/05/2023
Impact report cover website

Making a difference through collective investment and engagement

This report describes the active fund management approach during 2022, and evaluates the positive impact the fund has made through both capital allocation and our active engagement.

Read the report here:

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2022 was a challenging year for financial markets. Pleasingly, our clients have continued to move capital into our sustainable strategies. This growing community and our collaborative approach have helped to maximise our collective impact.

We strongly believe that our decisions around capital allocation and how we use our influence with companies and managers can bring about real change in the world. This year’s Sustainability and Impact report details the progress we're making in both areas.

Our approach remains underpinned by three pillars:

  1. Intention

    As well as our funds’ financial objectives, we actively seek to achieve positive impact in specific areas of significant need. The five impact themes we’re focused on are: inclusion, health and well-being, climate change, responsible consumption and sustainable infrastructure.

  2. Action

    The report explores our investments in companies and funds that are improving outcomes in each of these impact areas. We are also taking action directly through our engagement with companies and managers. Our key engagement themes, which you’ll be able to read more about in the report, are: climate change, natural capital and biodiversity, human rights, human capital management, diversity and inclusion and corporate governance.

  3. Impact

    Our latest report highlights the tangible impact of our investments and engagements. We are pleased to be able to provide greater insight into how the impact of our investments has evolved over time. We are also extremely proud that our own reporting has been verified by leading impact reporting consultant BlueMark1, reflecting our commitment to best practice in sustainable investment.

“At the time of publishing our annual sustainability and  impact reports, we have seen record breaking temperatures across ASIA and Europe, in addition we are facing the return of an El-Nino season. We have just 79  months to halve global emissions if we are to limit temperature rises to a level which avoids the most negative impacts of climate change: including the mass displacement of people and irreversible bio-diversity loss.2

"As we approach the second half of this important decade of action, it is more important than ever than investors allocate capital to investments which contribute to the environmental and social challenges that we face. Our annual impact reports highlight the efforts we are making to avoid harm and to allocate capital to improve lives and ultimately protect our planet.  As part of our commitment to remain at the forefront of global best practice we are delighted to have had our reporting independently verified by leading impact consultant BlueMark.”

Lyn Tomlinson, Head of Philanthropy and Impact, Cazenove Capital

“Our goal is to bring together investors and managers in a collaborative approach to drive climate and social action, and deliver profit with purpose. With a shared vision, radical transparency and active client participation,we believe we can make positive change.”

Kate Rogers, Global Head of Sustainability, Cazenove Capital



Previous years' reports are also available for download:





1 BlueMark is a leading independent provider of impact verification services in the impact investing market. BlueMark is a subsidiary of Tideline Advisors, LLC, a specialized consulting firm that works with asset managers and allocators to design and implement best-in-class impact management and measurement systems.

2 Summary for Policymakers of IPCC Special Report on Global Warming of 1.5°C approved by governments: https://www.ipcc.ch/2018/10/08/summary-for-policymakers-of-ipcc-special-report-on-global-warming-of-1-5c-approved-by-governments/

Issued in the Channel Islands by Cazenove Capital which is part of the Schroders Group and is a trading name of Schroders (C.I.) Limited, licensed and regulated by the Guernsey Financial Services Commission for banking and investment business; and regulated by the Jersey Financial Services Commission. Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements. All data contained within this document is sourced from Cazenove Capital unless otherwise stated.

 

Topics

In Focus
Sustainability
Responsible Investing
Ethical investing
Philanthropy

Cazenove Capital is a trading name of Schroders (C.I.) Ltd which is licensed under the Banking Supervision (Bailiwick of Guernsey) Law 2020 and the Protection of Investors (Bailiwick of Guernsey) Law 2020, as amended in the conduct of banking and investment business. Registered address at Regency Court, Glategny Esplanade, St. Peter Port, Guernsey GY1 3UF, (No.24546) . Schroders (C.I.) Limited, Jersey Branch is regulated by the Jersey Financial Services Commission in the conduct of investment business. Registered address at 40 Esplanade, St. Helier, Jersey JE2 3QB, (No.31076).

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.