Responsible Partner

Corporate responsibility

Responsible Partner

We strive to be a trusted partner to our clients

The essence of our business is our ability to empower the investment success of our clients; this is captured in our brand promise 'Your success. Our priority.' We strive to provide our clients with value for money and a level of service that meets or exceeds their expectations. There are three core things we do that are crucial for all clients:

  • Act in line with our values of Client Focus, Excellence, Integrity and Respect
  • Provide sustained excellent risk-adjusted investment performance, net of fees
  • Ensure we maintain the infrastructure to support our clients, protect their assets and provide an excellent level of service, including administration, oversight, client transactions, information and performance analysis and reporting.

Our management structure and governance ensure we have a rigorous, efficient and effective operating model and are able to protect the interests of our clients and end-customers (the ultimate beneficiaries of the funds we manage). They also support effective engagement and challenge at all levels of the business and promote a strong culture.

In EMEA, our key senior management and decisionmaking forums are the Business Management Committee (BMC) and the Risk and Controls Committee (RCC). The BMC and RCC ensure all affairs of the business are cohesively managed and client interests and potential financial implications are considered by our most senior leaders. A series of cross-functional Advisory Groups facilitate engagement, ensure advocacy and support cross-functional decision making at all levels. These include the Diversity and Inclusion Group, Environmental Advisory Group, Product Advisory Group, Talent Advisory Group and Culture and Conduct Advisory Group. The role of the Culture and Conduct Advisory Group includes ensuring that the organisation upholds its focus on appropriate employee behaviour relating to the client and customer, risk, conduct risk and our Values-led culture.

We seek to engage with our clients to understand what success means to them, and how investing plays a part in helping them achieve personal goals. Their responses provide valuable insight into what’s important to our clients, why and how they choose to invest.

We are a member of the UK’s Investment Association, which strives to make investing simpler and better for investors. We support the Association’s Statement of Principles, which sets out what the responsibility of managing other people’s money means in practice for corporate culture and individual mind-set:

  1. Always put our clients’ interests first and ahead of our own
  2. Take care of clients’ money as diligently as we would our own
  3. Only develop, offer and maintain funds and services designed to add value for clients and help them achieve their financial goals
  4. Maintain and apply the investment and operational expertise needed to meet the objectives agreed with clients
  5. Make all costs and charges transparent and understandable
  6. Disclose to investors the source and value of any other material benefit we receive as a consequence of our role as investment manager
  7. Ensure regular, timely and clear lines of communication with clients
  8. Set out clearly our approach to the stewardship of client assets and interests
  9. Maintain a corporate culture that sustains these principles
  10. Work with industry colleagues and stakeholders to develop and maintain guidance on industry best practice.

The application of these principles is overseen by our regional Business Management Committee and reviewed annually to ensure continued alignment. See our Responsible Business report for more details.