Jupiter Asset Management

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Latest News

China’s Balancing Act: Consuming More While Cleaning Up The Environment

The following is a media advisory from Jupiter AM: Following a trip to China and Korea to visit Energy & Petrochemical companies, Colin Croft, Fund...

Research

Facts & Figures

Inception of sustainability strategy1988
Total AUM (USD)58 billion
AUM Responsible Strategies (USD)1 billion
% screened>90
% ESG integration>90
% engagement>90
% proxy voting>90
Responsible Investment team4

Ticking Boxes

Firm-wide ESG integration100%
Impact investing
PRI Signatorysince 2008
UN Global Compact
CDP Signatory2000
UNEPFI Signatory
IIGCC Signatorysince Feb 2019
SWESIF
Funds in Hållbarhetsprofilen
Other membershipsUKSIF, EUROSIF, GBP, 30% Club, Investment Forum, Diversity Project, UK Stewardship Code, Japan Stewardship Code, LGPS Transparency Code, TCFD

Exclusions

All RI StrategiesFirmwide
International norm violations
Fossil fuel (all)
Thermal coal
Anti-personnel landmines & Cluster munitions
Weapons of mass destruction (nuclear, biological & chemical)
Weapons (all)
Tobacco
Alcohol
Gambling
Pornography
Fur
GMOs

IN BRIEF

Founded in 1985, Jupiter has become one of the UK’s most established fund management groups with a growing presence across Europe and Asia. For over thirty years we have successfully employed an active investment management approach based on original thought and true conviction investing.

Headquartered in London, the company employs over 521 employees worldwide (of which 41 are fund managers) and manages USD 58bn (as at 30.06.2019) on behalf of institutional and retail investors. As a dedicated asset manager, it seeks to add value for its clients through the delivery of investment outperformance over the medium to long term. Jupiter’s approach to investing encourages freedom of thought among our fund managers and allows them their individual styles.

Jupiter offers a range of investment capabilities across asset classes, including equities (global, European, emerging markets), fixed income, multi-asset and absolute return.

Sustainable Products & Strategies

Core / Impact

Jupiter Global Ecology Growth Fund

In Short Strategy description The strategy looks at companies and organisations focused on providing solutions in areas such as climate change mitigation, pollution prevention, the circular...

Jupiter Global Ecology Diversified Fund

In Short Strategy description The strategy looks at companies and organisations focused on providing solutions in areas such as climate change mitigation, pollution prevention, the circular...

SRI HIGHLIGHTS

Early committent to Responsible Investing

Jupiter’s Ecology product was amongst the first sustainable investment strategies in the world, established in 1988, just a year after the term ‘sustainable development’ was first coined.

Dedicated engagement resources

The Governance and Sustainability (‘GS’) team (4) are part of the fund management department and report to the CIO. The team work closely with our fund managers to deliver our stewardship commitments. Among other activities, the team helps identify
relevant ESG factors that might affect the business performance of investee companies. The team aims to complement decision-making and monitoring by facilitating the integration of long-term factors that traditional financial analysis has sometimes neglected, providing specialist insights to the fund managers who are best placed to identify the factors which are most material to corporate and investment performance.

Dedicated industry specialist ESG team

Jupiter’s Environmental & Sustainability Team (4) operates in a collaborative fashion. Within the team itself, Charlie and Jon work with the other members of the team, identifying and sharing investment ideas and conducting proprietary research. The team is supported by the Governance and Sustainability Team (4).

Awards & Recognitions

Jupiter’s UNPRI rating for 2019 was “A+” for overall strategy & governance showing significant improvements in our Fixed Income efforts and well above the medium score.

We are based in The Zig Zag Building in Victoria Street in London. The building has an excellent BREEAM rating and has been designed to provide high levels of natural light and clean, fresh air to its workforce.

Source & Resources