In focus

Impact Reports 2021: making a difference through investment and engagement

These reports describe our active fund management approach during 2021, the impact we are achieving by investing in companies that are making a tangible difference and our engagement with companies and the broader industry.

Download the Sustainable Growth Fund Impact Report 2021

Download the CHARITY Responsible Multi Asset Fund Impact Report 2021

 

Our five impact goals

In this year’s Impact Reports, we have focused on providing greater insight into the activities of companies and funds we invest in, the outcomes they achieve and their potential longer-term impact on people and the planet. Our Impact Roadmap highlights our logic for positive change across our five impact goals:

•  Inclusion

•  Health and Wellbeing

•  Climate Change

•  Responsible Consumption

•  Sustainable Infrastructure

We continue to map our funds to common global standards such as the United Nations Sustainable Development Goals (UNSDGs) and the Impact Management Project (IMP).

Why and how we are measuring our impact

Lyn  Tomlinson, Head of Impact, Cazenove Capital comments:

“We are on an almost certain trajectory to breach 1.5C of temperature warming within the next five years, which brings with it further humanitarian and bio-diversity consequences. Both of these crises highlight the complexity within which investors work, but underline that we must take action now on important social and environmental issues. If we are to limit temperature rises to 1.5C, we have just 91 months to halve global emissions from the date of these reports1. Achieving this will require collaboration and innovation on a scale not yet seen.”

Kate Rogers, Head of Sustainability, Cazenove Capital comments:

“Direct client input has inspired engagement action, from tackling climate misinformation at Alphabet to engaging banks on fossil fuel financing. Our clients views have informed and amplified our influence. Since our first impact reports 12 months ago, we have continued to build on our impact framework, focusing on our three key pillars - intention, action, and impact.

 As we continue to develop our toolkit, ImpactIQ, we can better measure and manage our outcomes and impact. These reports show some of that work. For the first time we are including temperature alignment for our equity allocation. This gives us a way to track how our existing portfolio is aligned with the Paris agreement, to focus engagement on companies not transitioning fast enough, and to manage our own portfolio transition.

 Our investments continue to evolve, and the sustainable investment universe is growing. That brings opportunities, but also makes it important for us to rely on fundamental research, to ensure that we can choose the approaches that best meet our dual objectives of investing for strong financial returns and in companies focused on a net positive impact. We welcome the increasing focus on impact and ESG by regulators and hope that we continue to see best practice evolve.”

Our previous Impact Reports for 2020 are available here:

Download the Sustainable Growth Fund Impact Report 2020

Download the CHARITY Responsible Multi Asset Fund Impact Report 2020

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. 

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

James Brennan

James Brennan

Portfolio Director james.brennan@cazenovecapital.com