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Responsible Investing - Chelverton Asset Management

Responsible investing and active stewardship lie at the heart of our investment processes

We believe integrating environmental, social and governance (ESG) issues within our investment analysis and decision-making can help us capture the superior investment returns that are available within our investment universe.

Our Approach

Our dedicated ESG team work alongside the investment teams to ensure ESG risks and opportunities are appropriately identified, monitored, captured and controlled.

Our aim is to protect and enhance value for investors and we believe this approach can offer benefits for wider stakeholders as we work to encourage more sustainable business practices.

We are signatories to both the United Nations-backed Principles of Responsible Investing and the revised UK Stewardship Code 2020.

These best-practice reporting frameworks shine a light on the systemic issues we have a responsibility to address.    

Stewardship

Successful investment in under-researched companies requires a high commitment to company engagement and we devote significant time and resources to this activity.

We engage with our companies to support improvements in ESG management and reporting, promoting the adoption of recognised frameworks and reporting standards that can encourage positive change.

Our annual Engagement Plan is designed to address the information gaps that are prevalent in our investment universe, highlighting engagement topics and communicating our expectations.

As active investors we vote on all company and shareholder resolutions following our Engagement and Voting Policy and we publish quarterly Engagement and Voting Reports, in addition to annual UK Stewardship Code Reports.

All our policies, plans and reports can be found on our Responsible Investing Resources page.

Responsible Investing Policies & Reports

Click here 

We believe the ESG management strength of a company is an important investment quality indicator. Our approach recognises that more sustainable business practice is now a key component of competitive advantage.

Sally Clifton , Head of Responsible Investing

Signatories to

Please read this carefully

It is very important that you read this information before proceeding, as it explains certain legal and regulatory restrictions applicable to any investment in our products and services.

By clicking the ‘Accept’ button, you acknowledge that the information below has been brought to your attention and that you are a Professional Investor as defined under applicable legislation AND that you are NOT a US person.

By clicking the ‘Accept’ button, you confirm that you understand that all funds are not suitable for all types of clients nor available in all jurisdictions. You understand that the information provided is for informational purposes only and does not constitute a solicitation or investment advice.

By clicking the ‘Accept’ button, you confirm that you have the investment knowledge and experience, including understanding the risks associated with investment products and other qualifications required under applicable rules in your jurisdiction.

This website should not be regarded as an offer or solicitation to conduct investment business, as defined by the Financial Services and Markets Act 2000 in any jurisdiction other than the United Kingdom (UK). Investors who are resident in or are citizens of jurisdictions other than the UK may be subject to local restrictions.

Residents of the United States of America are not permitted to access this website. Where this is applicable you must leave this site immediately. The information contained within this website is not for distribution outside the UK. This website is for residents of the UK only. It is intended for use by our Product Marketing Partners and other Regulated Professionals. If you are not resident in the UK you are not authorised to view this website and you must leave immediately.

The information on this website has been obtained from sources that Chelverton Asset Management Limited believe to be correct at the date of publication, but no warranty of accuracy is given. Under no circumstances should this information or any part of it be copied, reproduced or redistributed.

We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our website. Any opinions expressed are our judgment at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Chelverton Asset Management Limited of any liability in respect of any errors or omissions by Chelverton Asset Management Limited and any other relevant third parties.

Past performance is no guarantee to the future performance of investments. The value of investments and the income derived from them may fluctuate and you may not get back the amount originally invested.

Currency movements may also affect the value of investments. The products and services referred to on this website may not be suitable for all investors. If you are unsure as to whether the investments described in this site are suitable for you, we strongly recommend you seek professional advice from an Independent Financial Adviser. We do not offer tax advice and we recommend that all tax queries are directed at a professional of such expertise.

The contents of this website have been approved for issue in the United Kingdom by Chelverton Asset Management Limited, which is authorised and regulated by the Financial Conduct Authority.

By continuing to access this website, you agree to our terms and conditions as stated.

I have read and understood the above statement

I do NOT agree with the above statement

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