Our choices matter – our investment decisions have an impact.
At Cazenove Capital we look to understand, measure and manage the impact of your investments. Our sustainability portfolios invest for a better future, meeting your financial goals while at the same time, generating a positive impact for people and the planet.
Our first annual Impact Report explores how we are investing to achieve better outcomes for people and the planet while also targeting attractive financial returns.
Together we can help drive progress toward achieving the United Nations Sustainable Development Goals, by understanding your intention, taking action and investing for impact.
Intention
Action
Impact
Our sustainable growth portfolio has an equity carbon footprint 69% lower than that of the global equity market.
Based on £1m invested in the Growth model (65% in equities) the equity emissions saving is the equivalent to the below:
The annual energy usage of 8 homes
Taking 15 cars off the road for a year
Planting and growing 1,135 tree seedlings for 10 years
Source: 30/09/2020. Carbon footprint is based on the average carbon emissions (tonnes CO2e) of portfolio companies, weighted by their position size based on MSCI data.
We measure the impacts of the stocks we invest in using Schroders award-winning impact measurement tool SustainEx. This looks at all company activities from staff wages, products and services to salaries paid and looks to assess the impact, both negative and positive, that these activities have on society. The companies in our Sustainable Growth portfolio create four times the social benefit than the global equity index, as measured by SustainEx.
We wrote to all of our US holdings with all-male boards to explain that if we failed to see evidence of change, we would vote against the chair of the Nominees Committee at the next AGM. 29 of the 38 companies contacted have now added women to their board.
Find out more about our recent engagements in the latest sustainability report
We have written to leaders in the U.K. and Europe urging them to put sustainability and the transition to a low carbon economy at the heart of Covid-19 recovery plans. This is part of our commitment to engage with policy makers using our influence for good.
CASE STUDY
The beneficiaries of a family trust wanted the trust assets to better reflect their commitment to environmental and social causes. We explained to the trustees how they could incorporate impact and sustainability objectives into a portfolio without sacrificing financial return.
CASE STUDY
We helped our clients identify a suitable charitable giving vehicle and fund it tax-efficiently. We now manage their charitable assets in line with a mandate encompassing both financial and sustainability objectives. We also helped formally involve the next generation in the family’s charitable giving.
Sustainability is central to all our investment decisions, but we can go much further to tailor a portfolio that supports your personal values.
To many, retirement is a daunting milestone. We can help you plan to make this a successful new chapter of your life.
If you’ve built and managed a successful business, you’ll know the importance of planning.
There are practical aspects to managing wealth for different family members. But it’s just as much about ensuring your family’s values and vision live on through the generations.
We can help you ensure your success and wealth will make a difference to those causes you are passionate about.
Do you need advice on investing a lump sum arising from an inheritance, a business transaction or the sale of a property?
Generating a regular and reliable income from your investments.
How many countries do you call home? How many currencies do you regularly spend in?
