Assessing the impact

Assessing the impact

CT Sustainable Universal MAP Range

 

A range of factors have driven the rapid growth in sustainability-orientated investing.  Greater awareness of issues like climate change mean that individuals are increasingly keen to align their investments with broader beliefs and consumer behaviours.  At the same time, regulatory shifts mean that Environmental, Social and Governance (ESG) related factors and preferences need to be considered as part of the financial planning process. 

 

A range to meet the challenge

 

Our CT Sustainable Universal MAP Range was designed to meet these demands – a suite of risk targeted actively managed multi-asset funds
with a sustainable remit.  The funds are underpinned by our Avoid, Invest, Improve philosophy. That means we avoid companies in areas like fossil fuels, tobacco, and weapons. We proactively select companies making a positive contribution to society and the environment and with favourable ESG credentials.  At the same time, we engage with businesses to drive positive change in the management of ESG issues.

 

Sustainability leaders – global challenges create opportunities for investors.  Schneider Electric, for example, is a leader in energy management driving the transition to a more efficient world.  Read about more of our portfolio holdings in our impact report.

 

Assessing our impact

 

A key element of the transition towards a more responsible approach is a greater understanding of the real-world impacts of our investment decisions.  Our annual impact report aims to provide investors with these insights.  They analyse the social and environmental impacts of the funds and detail our active ownership activities (engagement and voting).

 

Roadmap to a sustainable world

 

We also map the portfolios against the UN Sustainable Development Goals – a widely adopted framework of 17 goals designed to transition the world to a more sustainable footing by 2020.  They cover issues like poverty, health, and climate change.

 

Impact metrics – crunching the numbers

 

We assess how the portfolios in the range rank relative to a range of sustainability-orientated metrics.  These include the likes of carbon, water, and waste intensity as well as gender equality and other measures.  We use a composite benchmark for comparison meaning that investors can see how the portfolios rank across the metrics.  Our ambition is that the funds rank better than their benchmarks from an ESG perspective and where they don’t it’s important that we’re able to understand why and work towards improving our scores over time.  

 

Inpact example – Waste intensity

 

Waste intensity Chart

Active ownership

 

We’re committed to being active owners – using our position as sizable shareholders to influence change within the companies we invest in through dialogue and voting.  We detail these stewardship activities in our Impact report.  In 2021 for example, we engaged with 113 companies held across the portfolios and achieved 78 milestones of positive change.  We discussed Tesco’s approach to the Living Wage with the business during 2021 and whilst it falls short in some areas were encouraged by moves the company is making towards labour standards in their supply chain.

 

For more information on our CT Sustainable Universal MAP Range visit our website

 

 

 

Key risks

 

Values may fall as well as rise and investors may not get back the full amount invested. Income from investments may fluctuate.

 

Screening out sectors or companies may result in less diversification and hence more volatility in investment values.

 

The income and capital due from bonds is dependent upon the issuing company’s ability to pay and any default will adversely affect the value of your investment.

Simon Holmes
Director, Multi Strategy Investments
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Why Columbia Threadneedle for low-cost multi-asset

Columbia Threadneedle Universal MAP redefines value through active multi-asset solutions and business support at a passive price point. Fund OCFs at 0.29%-0.39%.

Our Portfolio

The Columbia Threadneedle Universal MAP and Sustainable MAP ranges offer risk-controlled portfolio options designed to cover a host of client growth, income and sustainability needs.

Important information

Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.

For professional investors only.

This financial promotion is issued for marketing and information purposes only by Columbia Threadneedle Investments in the UK.

The Fund is a sub fund of Columbia Threadneedle (UK) ICVC III, an open ended investment company (OEIC), registered in the UK and authorised by the Financial Conduct Authority (FCA).

English language copies of the Fund’s Prospectus, summarised investor rights, English language copies of the key investor information document (KIID) can be obtained from Columbia Threadneedle Investments, Cannon Place, 78 Cannon Street, London, EC4N 6AG, email: [email protected] or electronically at www.columbiathreadneedle.com. Please read the Prospectus before taking any investment decision.

The information provided in the marketing material does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in the Funds. The manager has the right to terminate the arrangements made for marketing.

Financial promotions are issued for marketing and information purposes; in the United Kingdom by Columbia Threadneedle Management Limited, which is authorised and regulated by the Financial Conduct Authority; in the EEA by Columbia Threadneedle Netherlands B.V., which is regulated by the Dutch Authority for the Financial Markets (AFM); in Switzerland: Issued by Threadneedle Portfolio Services AG, Registered address: Claridenstrasse 41, 8002 Zurich, Switzerland. In the Middle East: This document is distributed by Columbia Threadneedle Investments (ME) Limited, which is regulated by the Dubai Financial Services Authority (DFSA). For Distributors: This document is intended to provide distributors with information about Group products and services and is not for further distribution. For Institutional Clients: The information in this document is not intended as financial advice and is only intended for persons with appropriate investment knowledge and who meet the regulatory criteria to be classified as a Professional Client or Market Counterparties and no other Person should act upon it.

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