Responsible Investing
We call our approach ‘responsible investing’ to signal that we consider the environmental, social and governance (ESG) issues that could impact the returns and resilience of your investments.
Responsible Investing
We call our approach ‘responsible investing’ to signal that we consider the environmental, social and governance (ESG) issues that could impact the returns and resilience of your investments.
WealthBriefing Awards for ESG
Wealth 4 Good Award - Best Bank for Sustainability (Investments)
PAM Award for Positive Impact
Outstanding Private Bank for Sustainable and Ethical Investment - Private Banking & Wealth Management Awards
Why we do it
We believe strong management of environmental, social and governance (ESG) risks and opportunities are important drivers for the creation of long-term shareholder value.
Why we do it
We believe strong management of environmental, social and governance (ESG) risks and opportunities are important drivers for the creation of long-term shareholder value.
How we do it
We integrate ESG considerations into our investment process through our Responsible Investing Framework.
This includes:
1. Selection and monitoring of investments
2. Voting and engagement
3. Exclusions
4. Working collaboratively with industry.
Please see below for more information on how we do this.
How we do it
We integrate ESG considerations into our investment process through our Responsible Investing Framework. This includes:
1. Selection and monitoring of investments
2. Voting and engagement
3. Exclusions
4. Working collaboratively with industry.
Please see below for more information on how we do this.
Where we do it
We apply responsible investing across the assets where we have discretion to manage on our customers' behalf, which we refer to as managed assets.
When investing, the value of your investments, and the income you receive from them, can go down as well as up and you may not get back as much as you invested. The content on this page applies to our core Discretionary Portfolio Service (DPS), Personal Portfolio Funds (PPF) and Coutts Managed Funds (CMaF) which we refer to as managed assets. To view our key terms and their meanings, please visit our further information page.
More information on these topics can be found in our Responsible Investment Policy.
To find out how we are approaching climate change, please visit our climate change page.
For all our Responsible Investing policies and disclosures, please visit this page.
“This isn't about what we believe, it's about what we do.”
Mohammad kamal Syed, CEO, Coutts
shareholder power
We are proud to have used our power and influence as shareholders to encourage the companies in which we invest to operate in better ways.
We vote for change when necessary at shareholder meetings, and work with companies to help address any issues. We do this in partnership with leading responsible investing group EOS at Federated Hermes.
great expectations
When looking at whether a fund or company is suitable for our managed funds (PPF, CMAF and core discretionary portfolios), we examine its plans to address three key areas – known as ‘ESG’:
- Environmental – its impact on the environment.
- Social – its impact on society.
- Governance – its impact on the business environment.
fighting climate change
We know the battle against climate change is particularly urgent. It is as dangerous to the global financial system as it is to our environment. Our clients’ investments fight climate change in a number of ways, including:
OUR CARBON REDUCTION TARGETS
In 2019 we set two targets to reduce the carbon intensity of our managed funds and core discretionary portfolios:
- 25% reduction in equity holdings by the end of 2021
- 50% reduction in equity and corporate bonds by the end of 2030
We achieved our 2021 target, on average reducing the carbon intensity of the equity holdings in our managed funds and core discretionary portfolios by 38% against our 2019 baselines.
In 2021 we joined the Net Zero Asset Managers Initiative, stating our ambition to achieve net zero carbon by 2050 across our managed funds and core discretionary portfolios.
In 2019 we set two targets to reduce the carbon intensity of our managed funds and core discretionary portfolios:
- 25% reduction in equity holdings by the end of 2021
- 50% reduction in equity and corporate bonds by the end of 2030
We achieved our 2021 target, on average reducing the carbon intensity of the equity holdings in our managed funds and core discretionary portfolios by 38% against our 2019 baselines.
In 2021 we joined the Net Zero Asset Managers Initiative, stating our ambition to achieve net zero carbon by 2050 across our managed funds and core discretionary portfolios.
REDUCING ACTIVITY THAT’S BAD FOR THE ENVIRONMENT
Our Coutts managed funds and core discretionary portfolios will not invest in certain fossil fuel related businesses beyond our set criteria. These include thermal coal extraction, thermal coal generation, involvement in tar sands and Arctic oil and gas exploration. For more information, please see our Exclusions Policy section on our disclosures page.
“Climate change is an urgent priority – for our clients, for the funds and companies we invest in, and for society. As long-term investors we believe these funds and companies must have credible strategies that address its impact.”
LESLIE GENT, HEAD OF RESPONSIBLE INVESTING, COUTTS
our principles and policies
Find out more about our approach to responsible investing, tackling climate change, voting and engagement, and exclusions.
Contact Us
Become a client
When you become a client of Coutts, you join a network of exceptional people. Get in touch online or call +44 (0)20 7753 1365 to find out more about our services.
Already a client?
Contact your private banker at any time or call +44 (0)20 7957 2424 for more information.
All calls with Coutts are recorded for training and monitoring purposes.
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