ESG & SUSTAINABILITY

Trium is committed to delivering the best possible risk-adjusted returns for its investors, and it recognises the importance of Responsible Investment (“RI”) and Environmental, Social and Governance (“ESG”) considerations in achieving this.

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Our Responsible Investment & ESG Policy

We incorporate RI principles and ESG factors into our strategies based on the principle of materiality, whilst ensuring that the assets under management are handled in a way that maximises value for our clients. Certain aspects of our approach may only apply to specific funds, whilst funds with sustainable strategies may build upon and expand this policy.

Trium’s strategies apply RI principles in diverse ways, reflecting the unique focus of each approach. Our fund range includes dedicated ESG products, and we often customise investment solutions to align with specific ESG preferences, ensuring we meet varied investor needs while delivering value.

Trium’s approach to RI is a continuous, long-term commitment designed to evolve alongside shifts in industry best practices, investor expectations, and our internal standards.

Stewardship & Engagement

At Trium, we believe that engagement is key to gaining a deeper understanding and evaluating ESG risks and opportunities, as well as encouraging improved practices. Our engagement efforts are prioritised based on various factors, such as the size of our holding and the importance of the issue. We focus on topics such as board structure, executive compensation, gender diversity, and climate change when engaging with issuers, particularly when these issues are material.

As part of our commitment to stewardship, we also recognise the importance of responsibly exercising voting rights wherever feasible. More details on our approach to voting are available in the Trium Capital Proxy Voting Policy which can be made available upon request.

Lifestyle

The Investor Forum

Trium have been members of The Investor Forum since 2022. The Investor Forum is a not-for-profit, practitioner-led membership organisation, set up by institutional investors in UK Equities. The Forum’s purpose is to position stewardship at the heart of investment decision-making by facilitating dialogue, creating long-term solutions and enhancing value.

CDP

Trium have been signatories to the CDP since 2018. The CDP runs the global disclosure system that enables entities to measure and manage their environmental impacts and strives to advance environmental disclosure. Trium participate in the CDP’s engagement campaigns, including the annual non-disclosure campaign, and the Science Based Targets initiative (“SBTi”) campaign. 

C-Level

Trium offset all carbon emissions resulting from staff business flights as part of our commitment to reducing the environmental impact of our operations. This process is managed through a partnership with C-Level, an organisation specialising in carbon offsetting. C-Level employs a range of instruments to offset emissions, including investing in indigenous forest projects around the world. These projects include a community co-operative initiative in Uganda, mangrove conservation efforts in Kenya, and reforestation programmes with local farmers in Mexico aimed at protecting biosphere reserves.

Paris Agreement and Sustainability Disclosures

Trium supports the Paris Agreement goals through sustainable investment strategies, expecting companies to address long-term climate risks and opportunities. We also endorse the IFRS S1 and S2 standards, which establish a global baseline for sustainability disclosures. 

These standards enable companies to report clearly and comparably on climate impacts, giving us the insight needed to make informed decisions and manage climate risks effectively for our clients.

Sustainable Development Goals

In 2015, the United Nations agreed on 17 Sustainable Development Goals (SDGs) as a call to action to end poverty, protect the planet and improve the lives and prospects of everyone, everywhere.

Across the asset management industry, numerous initiatives work to align investment strategies with these goals; where applicable, we actively integrate SDGs into our sustainable strategies, ensuring that our investments meaningfully contribute to these global objectives.


Sustainable Insights