Experience
+10 years of experience in responsible and impact investing
At Lynton Finance, we define responsible investing (RI) as an investment process that incorporates environmental, social and governance (ESG) factors into its approach. RI enables clients to align their investments with global megatrends that are changing the investment landscape. Issues such as increasing regulation, the growing need for risk mitigation and a heightened social conscience can be more effectively addressed by integrating ESG factors into the investment process.
ESG can allow firms to foster a meaningful change in the global economy, and in the communities in which we live and work. We believe that ESG analysis leads to more effective investment solutions that address global challenges and create sustainable value for our clients.
The integration of ESG factors is used to enhance traditional financial analysis by identifying potential risks and opportunities beyond technical valuations, providing data on issues such as potential reputational risk or identifying firms which are adapting to meet new market challenges. It is important to note that the main objective of ESG integration remains financial performance.
+10 years of experience in responsible and impact investing
90% of AUM** classified as Articles 8 & 9 under SFDR
>8800 issuers rated according to ESG criteria
100% of our core portfolio managers have access to ESG research and scores
We offer a bespoke, discretionary service to the majority of our clients through investment managers, financial planners, or a combination of the two. Therefore, our responsible investment approach will be tailored to the individual needs and objectives of the client.
We report on all of our stewardship, engagement and responsible investment activities at least annually. Details of these reports will be available on our website.
We report on all of our stewardship, engagement and responsible investment activities at least annually. Details of these reports will be available on our website.
This statement is intended to summarise Lynton Finance approach to responsible investment. Overall responsibility for this approach is held by the Sustainability Committee, which reports to the Executive Committee. It was reviewed and approved by the Sustainability Committee in December 2020. Our responsible investment statement will be reviewed and updated at least annually
Mitigate the impact of our operations on the environment
Environmental Stewardship: Strive to minimize the environmental impact of our operations and improve our efficient use of resources over time.
Net Zero Commitment: Support the goal of net zero greenhouse gas (GHG) emissions by 2050 or sooner.
Employ sue the well-being and safety of employees
Employ well-being: Strive to minimize the environmental impact of our operations and improve our efficient use of resources over time.
Health & Safety: Aim to have zero serious safety incidents within our businesses by working toward implementing consistent health and safety principles across the organization.
Be good stewards in the communities in which we operate
Community Engagement: Engage with community groups that might be affected by our actions to ensure that their interests, safety and well-being are appropriately integrated into our decision-making.
Philanthropy: Encourage our employees to participate in the communities in which we operate.
Conduct business according to the highest ethical and legal/regulatory standards
Governance, Ethics and Fairess: Operate with high ethical standards by conducting business activities in compliance with applicable legal and regulatory requirements, and with our Code of Business Conduct and Ethics.
Transparency: Be accessible to our investors and stakeholders by being responsive to requests for information and timely in our communication.
We continue to build on our track record to innovate into new strategies, drive growth, and serve our investors.
Our commitments include incorporating ESG factors into our investment decisions, starting with the due diligence of potential investments through to the exit process. We tailor ESG due diligence to each investment, and we create post-investment remediation plans for material ESG considerations. For all potential investments, we use internal experts and a variety of ESG frameworks to identify material ESG factors and utilize external consultants where appropriate. This analysis includes everything from ensuring environmental, legal and regulatory compliance to the identification of opportunities to add value or mitigate risk in our portfolio. Our investment teams use an ESG due diligence guideline to ensure consideration of material ESG risks and opportunities.
These teams then provide a detailed memorandum to the Investment Committee outlining the merits of the transaction and disclosures relating to risks, including material ESG issues, and potential mitigation strategies. All investments made by Lynton Finance must be approved by the Investment Committee and must incorporate ESG matters into their evaluation, including anti-bribery and corruption, health and safety, and other ESG considerations.
Upon company acquisition, we create a tailored integration plan to ensure that all material matters, including ESG risks and opportunities are prioritized. ESG risks and opportunities are actively managed by the portfolio companies with guidance from our in-house investment teams, primarily through representation on company boards and equivalent oversight bodies where all financial, operational, and strategic elements of the business are reported, considered, and where appropriate, approved. This allows us to draw on local expertise, which provides valuable insight given the wide range of asset types and locations in which we invest. Certain key performance indicators, such as serious safety incidents, are reported regularly to the applicable board or other oversight body.
Responsible investment is no longer a niche pursuit, and in many ways is perfectly suited fro fixed income investment.
Lynton Finance Prime rating aim to highlight ESGand climate risk to support better research and stewdardship, and to help build portfolios talioredto our client's interest.
In 2020, 90% of 1,210 engagements included ESG issues
Lynton Finance is a financial services company that provides various products and services to its clients. As a customer-oriented company, Lynton Finance values its clients and provides excellent customer support to ensure their satisfaction.
Lynton Finance added over 2bn of impact bonds to client accounts in 2020. 187 Client accounts at Lynton Finance now have exposure to impact bonds
Only 40% of the impact bonds we analzyed fully met our sustainability expectations in 2020
Lynton Finance is offering greater transparency around our opeations, with new diversity target for our workforce.
Lynton Finance is a financial services company that provides instant withdrawal on the completion of the plan
We are always working to maintain sound governance practices to ensure ongoing investor confidence. This involves a continual review of how evolving legislation, guidelines and best practices should be reflected in our approach. For example, we have a zero-tolerance approach to bribery, including facilitation payments, and all Lynton Finance employees are mandated to complete an in-depth anti-bribery and corruption (ABC) training seminar annually. Lynton Finance maintains an ethics hotline to report suspected unethical, illegal or unsafe behavior. Our reporting hotline is managed by an independent third party and is available 24 hours a day, 7 days a week. We also require all portfolio companies in which we have a controlling interest to adopt an ABC policy that is equally stringent to Lynton Finance’s, which entails that portfolio companies install an ethics hotline within six months of acquisition.
Employee health and safety is a top priority at Lynton Finance. We view health and safety as an integral part of the management of our business and therefore consider it a line responsibility best managed by portfolio companies. We have established a safety steering committee, which includes the CEOs and COOs of each business group, to promote common values and a strong health and safety culture, share best practices and monitor serious safety incidents. In the event that a serious incident does occur, Lynton Finance conducts an in-depth investigation to determine root causes and formulate remediation actions.
Embedded in our culture is a commitment to advancing diversity and inclusion across our organization. This begins at recruitment, continues in leadership training programs and is woven into our policies and procedures. As a global firm, we know that the best ideas come from having people from different backgrounds, perspectives, experiences and skills across all businesses, levels of seniority and offices. Training programs set clear expectations for our leaders in terms of their role in helping all team members achieve their potential. The training emphasizes building trust with their teams, becoming aware of unconscious biases and provides guidance on how to add rigor to decision-making especially in recruiting, performance feedback and promotion, with the goal of creating a more diverse and inclusive environment. Our internal groups and networks, including a global Lynton Finance Women’s Advisory Committee and a Diversity Advisory Committee, actively advise management on how to make our Firm more welcoming to people from diverse backgrounds.
Supporting vulnerable populations by partnering with organizations that provide professional development, life skills, and educational opportunities.
Partnering with organizations providing access to housing, transportation and those working to decrease the digital divide.
Fosters economic opportunities for youth by collaborating with strategic partners specializing in education and financial literacy.
Lynton Finance is committed to building sustainable, diverse and inclusive organizations in communities where we work and live.
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