How we engaged globally to deliver positive change in 2022
The number of companies that our Investment Stewardship team engaged with
The number of resolutions worldwide that we voted on
CHF 372 Mrd⁽³⁾
The amount of assets we manage in responsible investment strategies
What is active ownership?
Responsible investing at LGIM
We see responsible investing as the incorporation of ESG considerations into investment decisions, alongside engagement with companies, regulators and policymakers, to generate sustainable outcomes.
We are a ‘universal owner’ on behalf of our clients, holding a slice of the global economy. As a result, we believe:
Responsible investing is essential
to improve long-term returns, unearth opportunities and mitigate risks by fostering sustainable markets and economies
We have a responsibility to many stakeholders
When we allocate capital, we conduct extensive research into potential environmental and societal outcomes
ESG factors are financially material
albeit not all to the same degree. And patience is required, because the time horizons of ESG outcomes and investment returns are not always aligned
Engagement with consequences
is the best way to deliver long-term, systemic change on a global scale
1. Data as at 31 December 2022.
2. Data as at 31 December 2022. LGIM across all assets under management.
3. Data as at 31 December 2022. AUM in responsible investment strategies represents only the AUM from funds or client mandates that feature a deliberate and positive expression of ESG criteria, in the fund documentation for pooled fund structures or in a client’s Investment Management Agreement.
The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested. The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing is available from LGIM’s Fund Centres.