Sustainability, ESG and stewardship

A natural outcome of our culture, philosophy and heritage.

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Active investing for people, planet and profit

We encourage our fund managers to follow their convictions and actively look for new investment opportunities. We believe this independence gives our fund managers the best chance of delivering investment excellence as responsible caretakers of client assets.

Stewardship responsibility

The approach to stewardship differs by strategy and asset class. Stewardship, governance and sustainability is never a case of ‘one size fits all’ and is based on materiality, centred on improving client outcomes. So, while our fund managers have the freedom they need to deliver for clients, they also hold themselves responsible for stewardship. They do this by carefully articulating and expressing their principles and standards. They put their name to these documents, which is why we call them ‘Signatures’.

“As asset managers, we have an opportunity to be a powerful driver of change in helping companies address the challenges facing society and our planet.”

Matthew Beesley
Chief Executive Officer

Active engagement

Our approach to engagement is differentiated among our peers. We do not rely on a distant or disconnected department. Instead, the fund manager who made the decision to hold the asset leads engagement activity directly. This results in engagement that is constant, ongoing and fully integrated with the investment process.

Deep meaningful relationships

Most of our strategies result in concentrated, high-conviction portfolios with low turnover, as we believe this is the best way to add long-term value to client assets. This creates long-term sustained relationships with the management and boards of the companies in which we invest. This enables more meaningful and relevant engagement on issues that can affect the returns our clients experience.

Client focused outcomes

Our approach to stewardship, including ESG considerations, begins and ends with investing our clients’ assets responsibly. We rigorously analyse a broad set of third-party ESG data to highlight risks and uncover opportunities for client portfolios.

Leveraging ESG data on clients’ behalf

We do not use our extensive access to external ESG risk scores or checklists as screens. Instead, they are tools integrated into investment processes to flag material issues and opportunities to inform buy, sell and hold decisions based on client outcomes.

Stewardship woven through the fabric of our firm

Since Jupiter was established in 1985, we have sought to make a positive difference for our clients. Woven through the fabric of our firm, stewardship is integral to all we do as active managers of our clients’ assets.

Engagement reports

Engagements in Fixed Income: Barclays

Jupiter offers a choice of six multi-manager funds, collectively known as the Jupiter Merlin Portfolios. Each portfolio is constructed differently so advisers can choose the one that best matches their client’s investment objectives and attitude to risk.

Engagements in Fixed Income: Tesco

The Jupiter Fixed Income team have engaged with Tesco on a range of topics, from how they report their carbon emissions to the reduction of their carbon footprint. Find out what targets Tesco have set themselves and how they plan to achieve these targets in the full engagement report.

Important information

Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested.