In focus

Sustainable Investment Report Q2 2022


Read Schroders Sustainable Investment Report Q2 2022 here

A message from Schroders' Head of Sustainability Strategy Hannah Simons: 

Sustainability never stands still. The sustainable investment landscape continues to move at pace and we are committed to responding to these changes and the evolving expectations of our clients.

At the heart of a fast-moving global regulatory agenda, is the theme of
transparency. While we have always prioritised sharing our sustainability activities with clients, this quarter we have taken this a step further and pre-declared a number of our voting intentions.

Continuous evolution of our proprietary sustainability tools is also a focus of our team.

As new research and data becomes available, we look to evolve our tools. Read more about how we have evolved SustainEx, including expanding it from assessing the social externalities of companies to countries.

As the landscape evolves, there is a growing emphasis on sustainability beyond companies. Read more about how our fixed income investors are thinking about sustainability in the context of sovereigns.

Finally, we have recently released the results of this years Schroders’
Institutional Investor Study, with some interesting findings on approaches to sustainability. Read more here.

Sustainability analyis in practice: our Sustainable Investment Reports can be found here 

This quarter we cover: 

Voting and engagement at a glance

Our active ownership statistics from the quarter

Active ownership in practice

Climate change action: how we're voting and engaging to encourage a faster shift towards net zero

Amazon: our seven year active ownership history 

Google, Facebook: how we are acting to protect digital rights 

Sustainability Insights

SustainEx: updating our proprietary model

How to address the challenges to the Mifid II suitability assessment 

The climate transition in North America

The opinions contained herein are those of the author and do not necessarily represent the house view. This document is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Cazenove Capital does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Cazenove Capital has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system. Cazenove Capital is part of the Schroder Group and a trading name of Schroder & Co. Registered Office at 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. For your security, communications may be taped and monitored. 

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James Brennan

James Brennan

Portfolio Director james.brennan@cazenovecapital.com