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CAPABILITIES

Sustainable investing

Actively investing for a sustainable future

OVERVIEW

Sustainable investing at Royal London Asset Management

As investors, we focus on how businesses are run and how they create long‑term value. We seek resilient, well‑governed companies with strong leadership, clear accountability and the discipline to manage risk through uncertainty. These are businesses that invest in their people, operate safely, protect their reputation and control costs through efficiency, not short‑term fixes.

Our approach looks beyond headlines to understand day‑to‑day operations, emphasising governance, operational resilience and long‑term planning. By engaging directly with management, we challenge decisions and strengthen business models.

This isn’t ESG as a label, but good business: investing in companies built for the future.

Why Royal London Asset Management for sustainable investing?

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Our team

We have one of the longest tenures in sustainable investing, managing through a number of market, economic and social cycles.

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Our process

Positive screening for companies that make a positive contribution to society. And a bottom-up research process based on detailed due diligence and independent analysis.

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Flexibility

Our investment approach is applicable across equities and fixed income to help meet your clients' needs.

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Returns

Our aim as investors is to choose the investments that have the potential to outperform and make strong returns over the long term.

Process

In our view, strong sustainable credentials are often a good leading indicator of long-term financial performance with respect to growth and profitability and we believe that sustainable investing focuses on an exploitable market inefficiency.

By embedding sustainability analysis into our investment process, we believe we can identify investment insights that others may miss.

Our sustainable funds are built around four core sustainability themes: clean, healthy, safe, and inclusive. We seek companies that make a positive contribution to one or more of these themes, both through what they offer (their products and services) and how they operate.

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Clean
  • Facilitating re-use, recycling and remanufacturing of scarce resources
  • Encourages positive energy, water or biodiversity outcomes
  • Preserve natural capital and increase resilience to climate change
  • Support the energy transition
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Safe
  • Safer and more effective transport
  • Cyber security and online safety
  • Better automation
  • Safer and healthier workplaces
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Healthy
  • Drive next generation medicine to improve health outcomes
  • Access to affordable healthcare
  • Improve hygiene and wellbeing
  • Improve efficiency of scientific research through digitisation
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Inclusive
  • Improving financial resilience and access to financial services for people and businesses
  • Community infrastructure ensuring that society can stay connected
  • Safe and affordable housing
  • Access to digital technology and services

Team

The Sustainable Investment team is an integral part of our wider equities and fixed income capabilities and draws on expertise across the business. The Sustainable Investment team is headed by Mike Fox, a specialist in sustainable investing and one of the few fund managers in this area with such long tenure. The team is supported by our Responsible Investment team, which oversees our overall responsible investment strategy, company engagement and proxy voting.  

The integration of sustainability factors into investment decisions requires significant expertise and resource. We believe it is also best done internally as this allows the best decisions and greatest flexibility. Our Sustainable Investments Forum considers and validates whether a company or issuer is considered sustainable within Royal London Asset Management’s framework.

Additionally, we supplement our internal expertise with a high quality external Advisory Committee. This committee meets at least three times a year, advising on the approval and exclusion of companies as well as topical issues relevant to the sustainable investment universe. It is, however, an advisory body only – stock selection and portfolio decisions remain the responsibility of the portfolio manager.

  • Mike Fox

    Mike Fox

    Head of Equities
  • George Crowdy

    George Crowdy

    Senior Fund Manager
  • Sebastien Beguelin

    Sebastien Beguelin

    Senior Fund Manager
  • Shalin Shah

    Shalin Shah

    Senior Fund Manager
  • Rachid Semaoune

    Rachid Semaoune

    Senior Fund Manager
  • Matt Franklin

    Matt Franklin

    Fund Manager

Advisory Committee

  • Ben Yeoh

    Ben Yeoh

    Chair of Advisory Committee Senior Fund Manager, Royal Bank of Canada
  • Nicola Parker

    Nicola Parker

    Charity Investment Adviser
  • Prof Alex Edmans

    Prof Alex Edmans

    London Business School, Professor of Finance
  • Rachel McEwan

    Rachel McEwan

    Chief Sustainability Officer SSE

Funds

We have a comprehensive range of funds available to meet your and your clients’ needs. Explore our fund centre to access factsheets, commentaries, prices, performance, portfolio breakdowns and fund literature.

Go to our fund centre

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