Sustainability and stewardship
Sustainability and stewardship form an integral part of our investment approach. They help us better understand long-term risks, opportunities and resilience across the companies in which we invest.
Integration into the Investment Process
Our multi-asset portfolios are built around a core of direct global equities, reflecting our belief that quality companies provide the best opportunities for long-term capital growth and sustainable income.
We invest in businesses with strong track records, sustainable returns and attractive growth prospects. We believe long-term success depends on effectively managing environmental, social and governance (ESG) risks and supporting a more resilient and sustainable economy.
As investor expectations and regulatory standards evolve, companies aligned with sustainable trends are increasingly well positioned for future growth, while those that fail to adapt may face higher costs and greater business risks. ESG considerations are therefore integrated across our investment process, helping us identify long-term opportunities and avoid companies exposed to material risks and vulnerabilities.
Our Five-Point Sustainability Framework
The five pillars that underpin our analysis are influenced by the UN Sustainable Development Goals (SDGs). They capture the major themes we believe are most important to identify companies best placed to benefit from the transition towards a cleaner and more resilient path of economic growth.
For each of the five pillars below, our analysts assess the materiality of the risks to the investment case (high, medium, low). The analysts then evaluate the company’s approach to managing these issues against a set of underlying criteria, assigning a rating of positive (+), neutral (=) or negative (-).
The five pillars are:
- Decarbonisation and climate change risks
- Transition to a circular economy
- Protection and restoration of biodiversity and ecosystems
- Equitable, healthy and safe society
- Strong governance and accountability
Stewardship
We are active stewards of our clients’ capital, using engagement and voting to support good governance, responsible business practices and long-term value creation.
We engage constructively with companies and fund managers to better understand risks and opportunities, encourage positive change and protect our clients’ interests. As our resources are focused where they can have the greatest impact, engagement is prioritised where issues are most material to our investment case.
Through targeted engagement and voting, we seek to support sustainable long-term outcomes for investors and wider stakeholders.
clients
can expect from our responsible investment approach
At JH&P, our responsible investment approach is built on:
- Integration – sustainability considerations are embedded within our investment research and decision-making where they are financially material.
- Stewardship – we actively engage with companies and investment managers, exercising our voting rights to encourage good governance and long-term value creation.
- Integrity – access to extensive research resources and specialist expertise to help inform our sustainability approach.
- Materiality and resilience – we focus on the sustainability issues that matter most, recognising that businesses which value their people, support communities and manage their environmental impacts are often better placed to succeed over the long term.
- Transparency – we communicate clearly about our approach, stewardship activities and how sustainability is considered within portfolios.
- Experience – our team combines decades of investment expertise with specialist knowledge of responsible investment and stewardship.
- Client Preferences – we recognise that clients have different objectives and ethical and sustainability preferences. Our investment solutions accommodate a range of needs, with more specific responsible investment requirements incorporated where appropriate.
Our values are embedded in everything we do
Responsibility is embedded throughout James Hambro’s business. It is reflected in how we support our people, contribute to our communities, uphold high standards of governance and conduct our business with integrity. We believe that a strong culture, responsible business practices and a long-term perspective are fundamental to delivering lasting value for our clients, colleagues and the wider community.
- Community and Charitable Initiatives – Supporting the communities in which we live and work through fundraising, volunteering and charitable partnerships.
- Employee Wellbeing and Culture – Fostering an inclusive, supportive workplace where our people can thrive and develop.
- Diversity, Inclusion and Governance – Promoting diversity of thought, strong governance and high ethical standards across our business.
- Responsible Business Practices – Embedding integrity, accountability and responsible decision-making throughout the way we operate.
