Environmental, Social & Governance (ESG) Statements

Climate Change

The Society is mindful of the climate change risks impacting its Investment Portfolio. So it works closely with its Investment Adviser, LGT Wealth Management (LGT) to assess the ongoing impact.

ESG analysis is reported and discussed with the Society’s Investment Committee to ensure we are comfortable with the blend of assets, each asset score and overall ESG rating.

Stewardship Report

Stewardship is the responsible allocation, management and oversight of capital to create long-term value for clients and beneficiaries leading to sustainable benefits for the economy, environment and society.

LGT’s latest Stewardship Report is available below.

Sustainability Report

LGT prepare a Sustainability Report on the Investment Portfolio, analysing data points and interpreting the overall sustainability score and providing a detailed carbon emissions analysis.

Each quarter LGT take a deep dive into the assets/companies held within the Portfolio in order to provide a coherent, tailored report and analysis.

In their view, tackling the issues that our global community faces is one of the key responsibilities of all businesses, across all industries. They believe that financial markets should, and do, play an integral part in the global transition towards a more sustainable future for our society and the environment.

LGT employ a specialist sustainability analyst team to undertake ongoing due diligence and ensure sustainability credentials and aligned execution.

LGT’s Sustainability Report is available below.