Sustainable investing capabilities
Refers to the overall delta of a collection of derivatives based on the delta of each individual derivative and their respective “weight” or size in the collection as a whole.
The average duration of a fund, with each bond within the portfolio being weighted according to its size.
The proportion of the total portfolio represented by an investment in a security or sector.
The date on which a company expects to wind up.
The need for sustainable investing
The world is waking up. Climate change, demographics, and the need for social justice are at the top of the agenda. Biodiversity is quickly moving up the agenda, too.
The world of investment is catching up. An increasing number of funds now boast of their ESG (environmental, social & governance) credentials. Yet only a few walk the talk.
Jupiter has been at the forefront of sustainable investing for more than 30 years. The members of our sustainable investing team have dedicated their careers to it. And Jupiter as a company is firmly committed to sustainability.
One belief sits at the core of everything we do – that, as active fund managers, we have an important role to play in the transition to a more sustainable world. Since 1988, we’ve been pioneering investment solutions to address some of the greatest challenges facing society and our planet.
Much like the standards we set the companies we invest in, we hold ourselves to account in supporting the transition to a more sustainable world economy, including our group-wide commitment to being carbon neutral by 2050. With a broad and expanding range of sustainable investment funds, managed by highly experienced and proven teams why not explore the ‘value of active minds’. More information on our range of sustainable funds is below.
Jupiter's corporate commitment to sustainability
Jupiter has been committed to sustainable and environmental investing since it was founded in 1985. The Jupiter Ecology Fund, launched in 1988, was one of the first sustainable solutions funds in the UK and was widely considered a pioneering investment strategy. As a high conviction active asset manager, Jupiter remains at the leading edge of impact and sustainable investing today.
The Jupiter Global Sustainable Equities Fund, launched in April 2018, is aligned to the UN Global Compact, the UN Sustainable Development Goals, and to net zero emissions by 2050 to support a 1.5˚C climate scenario in line with the Paris Agreement.
As a high conviction, active asset management company, Jupiter is firmly committed at the corporate level to sustainability. In March 2021, Jupiter formalised its commitment to achieving net zero emissions across the full range of investments and operations by 2050 by becoming a signatory of the Net Zero Asset Managers initiative. A full list of Jupiter’s corporate commitments to sustainability is shown below.
ESG Commitments
Jupiter has received the highest rating (tier 1) by the UK’s regulator for its approach to stewardship.
Jupiter has received the top rating (A+) from the world’s leading global responsible investment association.
Jupiter is an employer-signatory to Investment20/20, an initiative to promote investment management to diverse talent through school leaver and graduate trainee programmes.
Jupiter is a founder-signatory to the CDP, the global environmental disclosure platform.
Jupiter collaborates with other investors through Climate Action 100+ to ensure the world’s largest corporate greenhouse gas emitters take necessary action on climate change.
Jupiter is a member of this collaborative investor network on ESG risks and opportunities relating to intensive animal farming.
Jupiter is a member of the Institutional Investors’ Group on Climate Change, the European membership body for investor collaboration on climate change.
Jupiter’s annual report meets the recommendations of the Taskforce on Climate Related Financial Disclosures.
Jupiter is a member of Pensions for Purpose, a collaborative initiative of impact managers, pension funds, social enterprises and others involved or interested in impact investment.
Jupiter is a regular participant in the UK Investor Forum, the collective engagement platform for investors to escalate material issues with the boards of UK-listed companies.
Jupiter is a member of the Green Bond Principles, promoting transparency and integrity in the green bond market.
Jupiter is a signatory to the Women in Finance Charter, a pledge towards improving gender balance in the financial services sector.
Jupiter is a signatory to the Workforce Disclosure Initiative, a group pushing for improved disclosure at listed companies.
Jupiter is a signatory to the 30% Club, a global campaign to increase gender diversity at board and senior management levels.
Jupiter is a member of the UK Sustainable Investment and Finance Association, promoting a fair, inclusive and sustainable financial system.
Jupiter is committed to sourcing 100% of the energy in our offices from renewable sources.
Jupiter is a signatory of the Net Zero Asset Managers initiative, an international group of asset managers committed to investing aligned with net zero emissions by 2050 or sooner.
Jupiter is a member of the Living Wage Foundation, an investor group committed to promoting good work standards including the living wage, tackling insecure work and action on diversity and inclusion.
Jupiter is a signatory of the Net Zero Asset Managers initiative, an international group of asset managers committed to investing aligned with net zero emissions by 2050 or sooner.
Jupiter is a signatory of the UN Global Compact, committing it to upholding fundamental principles of responsible business behavior across human rights, labour rights, the environment and anti- corruption both in its own business and its investments.
Central collaborative support
Stewardship Team
Jupiter’s Governance and Sustainability team helps identify relevant ESG factors that might affect the business performance of investee companies. The close working relationship between the Governance and Sustainability team and our fund managers makes Jupiter more effective in our dialogue with management teams and independent directors.
Data Science Team
Over recent years, the volume of ESG information available to asset managers has grown exponentially. Secondly, the data is often ‘raw’ and needs to be cleaned up before it can be used. Then, a data scientist is needed to pre-process, feature engineer and model build to extract the important trends from it. Jupiter built out a data science team in 2018 to meet these challenges.
Role of the team
Cleaning and processing ESG data to provide the Investment Team with valuable insights. 1600 alternative datasets
- Conor Feeney
- Leo Murison
- Narcissa Morton
- Pratyush Mohanty
- Yousuf Ilyas
- Akash Jalil
- Kulraj Suri
- Yang Wang
Stewardship committee
Jupiter’s Stewardship Committee meets quarterly and is responsible for developing and delivering a coordinated approach to engagement on ESG matters with chairmen, directors and independent non-executive directors. The Committee is also responsible for reviewing Jupiter’s policies on stewardship and engagement and ensuring adherence to the company’s stewardship obligations.
Other Committee rotating members:
- 1 x Fixed Income Portfolio Manager
- 2 x Developed Market Portfolio Manager
- 2 x Developing Markets Portfolio Manager
- 1 x Independent Fund of Funds Portfolio Manager
Jupiter Annual Stewardship Report
Stephen Pearson Chief Investment Officer
For more information click here
Sustainable & ESG Investing at Jupiter
Investing in companies leading the transition to a sustainable economy. Taking a stake in the highest quality companies who actively balance the needs of three core stakeholders: Planet, People and Profit.
Jupiter Ecology Strategy – Focusing on impactful solutions since 1988
A series of six, 30-minute online training sessions. Each session focuses on a specific sustainable investing-related topic.
Latest Insights
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.
About the ‘climate stripes’: The climate warming stripes graphic depicts annual mean global temperatures (1850-2018, from World Meteorological Organization data), said to have been produced for the World Meteorological Organisation (WMO) provisional State of the Climate report. The use of the graphic represents Jupiter’s firm-wide, public commitment to playing its part in actively addressing one of the greatest challenges facing our planet. Source/credit: Climate scientist Ed Hawkins, University of Reading, UK. Data values are visualised using colour rather than locations of points on a graph. Horizontal scale is time, from 1850 (left) to 2018 (right). Data is global (not for a locality). Use of the graphic does not imply endorsement of any product or service by its creator. Graphic used under licence: Creative Commons — Attribution-ShareAlike 4.0 International — CC BY-SA 4.0
Important Information:
This document is intended for investment professionals and is not for the use or benefit of other persons, including retail investors. This document is for informational purposes only and is not investment advice. 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. Past performance is no guide to the future. The views expressed are those of the Fund Manager(s) at the time of writing, are not necessarily those of Jupiter as a whole and may be subject to change. This is particularly true during periods of rapidly changing market circumstances. Every effort is made to ensure the accuracy of any information provided but no assurances or warranties are given. Holding examples are not a recommendation to buy or sell. Quoted yields are not a guide or guarantee for the expected level of distributions to be received. The yield may fluctuate significantly during times of extreme market and economic volatility. Issued by Jupiter Unit Trust Managers Limited (JUTM), registered address: The Zig Zag Building, 70 Victoria Street, London, SW1E 6SQ which is authorised and regulated by the Financial Conduct Authority. No part of this document may be reproduced in any manner without the prior permission of JUTM. 28032