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    Columbia Threadneedle Investments

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    IN BRIEF

    At Columbia Threadneedle, we are intentionally built to help you succeed. We equip our investment professionals with the resources, tools and insights they need to achieve or surpass — the outcomes our clients expect. Our commitment to consistent client success is underpinned by our distinctly different investment approach, which comprises four pillars: global perspectives, research intensity, responsible investment and continuous improvement with our ‘5P’ approach. Responsible investment (RI) has long been integral to our investment research and decisions and our approach to business more broadly. The rationale for responsible investment is clear: companies with sustainable business models that look to the future have more potential to deliver value to all stakeholders, including shareholders. As a founding signatory of the United Nations’ Principles for Responsible Investment (PRI), responsible investment has been an established pillar of our business for well over a decade.

    Memberships

    UN-sponsored Principles of Responsible Investment (PRI), Investment Company Institute (ICI), Sustainability Accounting Standards Board (SASB), International Capital Markets Association (ICMA), Global Impact Investing Network, Investment Association, Impact Investing Institute, The Big Exchange, CDP (formerly the Carbon Disclosure Project), Investor Stewardship Group, Global Investors Governance Network (GIGN), Asian Corporate Governance Association (ACGA), London Stock Exchange, UK Pre-emption Group, Investor Forum (UK), Centre for Audit Committee and Investor Dialogue, Global Real Estate Sustainability Benchmark (GRESB), Carbon Trust, Big Issue Invest, INCO, UK Women in Finance Charter

    SRI HIGHLIGHTS

    Commitment to Sustainability
    Integral to our investment philosophy

    Responsible investment has long been integral to our investment research and decisions, and our approach to business. Companies with sustainable business models that look to the future can deliver more value to all stakeholders, including shareholders. As a founding signatory of the United Nations’ Principles for Responsible Investment (PRI), responsible investment has been an established pillar of our business for well over a decade.

    ESG team
    Engagement: adding to investment insights across all asset classes

    We engage to gain deeper research insights, build relationships with companies and influence for change. Engagement enhances research and investment: it detects inflection points and long-term trends; it influences companies’ standards of ESG risk management and sustainability.

    When deciding whether or not to engage, we consider various factors including:

    • the material significance of an issue to the company
    • the risk to our clients
    • the size of our holding
    • our opportunity to collaborate
    • and our ability to effect change

    We set clear objectives ahead of each engagement meeting and track them on a regular basis. We disseminate globally throughout the firm the research and analysis emerging from this monitoring.

    Offerings Across SRI Spectrum
    Proprietary RI analytics: assessing material risks and opportunities

    As an active manager, we must consider factors that pose a risk to clients’ assets – or increase their value. In operation since 2018, our proprietary ratings equip our investment team with a robust ESG framework and enhanced analysis of over 8,000 companies around the world. The ratings help identify and assess potentially material risks and opportunities beyond what can be captured by conventional analysis – making them a crucial part of our fundamental research toolkit. Read more about our Proprietary Responsible Investment Ratings here.

    Proxy Voting
    Proxy voting: making our clients’ voices heard

    We vote actively at company meetings. We view this as one of the most effective ways of signalling approval (or otherwise) of a company’s governance, management, board, and strategy and an active way to drive positive change. We carry out voting for our clients in all markets, voting for all our funds and for those clients who delegate authority to us. We vote in consideration of all relevant factors to support the best economic outcome in the long-run. Each year we cast proxy votes on approximately 6,500 shareholder meetings across 70 countries. Read more about our Stewardship services here.

    Sustainable Products & Strategies

    Core / Impact

    Active SRI

    Screened

    Source & Resources