Integrity

Companies with good environmental, social and governance (ESG) management often perform better and deliver superior returns over time, both for you and society. We don’t just invest in companies we actively engage with them, promoting sustainable business practises and helping them manage risks. This helps us deliver better performance for you.

Explore our principles and practises around sustainability in Schroders’ responsible investment documents

Environmental, Social and Governance Policy

The UK Stewardship Code - Schroders' statement of compliance

UN Principles for Responsible Investment - Schroders' statement of compliance

Screening and exclusions

Schroders fully supports the international conventions on Cluster Munitions and Anti-Personnel Mines (APM), and we will not knowingly hold any security that will derive revenue from these sources.


We can manage segregated accounts which can be tailored to your preferences with explicit exclusion lists.  Utilising specialist research we can help develop investment universes that reflect your values and exclude companies that have a material exposure to a particular
issue or breach international standards.

Cluster munitions - group exclusion list (as of March 2017): 

Company Name

Country

Aryt Industries

Israel

Ashot Ashkelon Industries

Israel

Hanwha Corp.

South Korea

Motovilikha Plants JSC*

Russia

Orbital ATK

USA

Poongsan Corporation

South Korea

Poongsan Holdings Corp.

South Korea

Textron

USA

* Added in 2017: Motovilikha Plants JSC

† Removed in 2017: Aerojet Rocketdyne

 

Company Name

Country

Aeroteh

Romania

China Aerospace Science and Technology

China

China Aerospace Science and Industry*

China

China North Industries Group Corp (Norinco)

China

Israel Military Industries

Israel

Roketsan

Turkey

Sichuan Academy of Aerospace Technology* China

Splav State Research

Russia

* Added in 2017: China Aerospace Science and Industry, Sichuan Academy of Aerospace Technology


Industry involvement

To improve sustainability standards across sectors and promote the development of ESG within the investment industry, we support and collaborate with a variety of industry groups, organisations and initiatives.

Signatory                            

Carbon Disclosure Project -  Climate Change 2006, Water 2010 and Forest 2013

UN Principles of Responsible Investment - 2007

Corporate Leaders Group on Climate Change - 2007

Financial Reporting Council - 2010

Member 

 

National Association of Pension Fund (NAPF) - 1987

Investment Association Corporate Governance and Engagement Committee - 1988 and Peter Harrison currently serves on the Investment Association (IA) Board

UK Sustainable Investment and Finance Association (UKSIF) - 2000 and in 2015, our Head of SRI within our Cazenove Capital business was elected to serve on UKSIF’s board.

European Funds and Asset Management Association (EFAMA) - 2004

European Sustainable Investment Forum (Euro SIF) - 2005

UK Corporate Governance Forum - 2004

Institute of Business Ethics (IBE) - 2012

Asian Corporate Governance Association (ACGA) - 2015

International Corporate Governance Network (ICGN) - 2015

Investor Forum - 2015

 

 

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