Dit artikel wordt u aangeboden door Legal & General Investment Management.

LGIM’s approach to responsible index investing: putting your objectives first

Our purpose and principles

We are Legal & General Investment Management (LGIM), the asset management business of Legal & General Group. Our purpose is to create a better future through responsible investing.

Our clients are at the heart of everything we do. We draw on industry-leading expertise to seek to innovate constantly across public and private assets, index and active strategies, providing our clients with the solutions they need.

On behalf of savers, retirees and institutions worldwide, we manage €1.338 trillion in assets.1

Our index capabilities

Within index strategies, we manage €556 billion on behalf of our clients,2 meaning we’re the sixth biggest index house globally.3 We draw on our extensive experience and the combined experience of more than 50 index investment professionals to serve over 2,000 institutional clients across 20 countries.4

Our approach to index investing is driven by innovation. Rather than being a simple, low-cost way to access market beta, to us modern index investing is a quantitative investment capability, not a product range. LGIM’s Index Solutions team has the capability to build innovative indices that seek to allow clients to better meet their investment objectives.

Investors increasingly require multiple objectives from their index portfolio, but need to retain standard benchmarks. LGIM can deliver a flexible index strategy that targets these objectives within the portfolio construction process rather than in the index itself.

We can offer clients a wide range of ESG index products, from minimum ESG exclusion options to outcome-oriented strategies linked to measurable goals.
Index ESG Client Journeys 
For illustrative purposes only. For illustrative purposes only. Please note that this is a general overview of Environmental, Social, and Governance (ESG) considerations used at LGIM. There can be no assurance that use of these practices will be used throughout all service and product offerings.

Why choose LGIM for responsible investing?

We have proven credentials in investing clients’ assets based on clearly defined stewardship principles, having engaged globally with companies, peers and policymakers for more than four decades. LGIM has been recognised by MajorityAction for holding board members to account on climate and governance best practices.5

  • Over 40 years of experience working with companies and policymakers to raise market standards, since our campaign against the use of Thalidomide in 1972
  • Extensive expertise across our Investment Stewardship and Investment teams, who work together to drive change
  • Innovative solutions across asset classes seeking to meet clients’ present and future needs

 

Graphic LGIM

1. Source: LGIM, as at 31 December 2023. Total AUM 31 December 2023 is £1,159. AUM in responsible investment strategies represents only the AUM from funds or client mandates that feature a deliberate and positive expression for pooled fund structures or in a client’s Investment Management Agreement. 2. Across all assets under management. Source: LGIM, as at 31 December 2022.

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Key Risk Warnings
For professional investors only.  Capital at risk.

The value of investments and the income from them can go down as well as up and you may not get back the amount invested.  Past performance is not a guide to future performance. The details contained here are for information purposes only and do not constitute investment advice or a recommendation or offer to buy or sell any security.  The information above is provided on a general basis and does not take into account any individual investor’s circumstances.  Any views expressed are those of LGIM as at the date of publication. Not for distribution to any person resident in any jurisdiction where such distribution would be contrary to local law or regulation.  
Legal & General Investment Management Ltd. Registered in England and Wales No. 02091894. Registered office: One Coleman Street, London EC2R 5AA. Authorised and regulated by the Financial Conduct Authority. 
In the European Economic Area, this document is issued by LGIM Managers (Europe) Limited, authorised and regulated by the Central Bank of Ireland as a UCITS management company (pursuant to European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations, 2011 (as amended) and as an alternative investment fund manager (pursuant to the European Union (Alternative Investment Fund Managers) Regulations 2013 (as amended). LGIM Managers (Europe) Limited’s registered office is at 70 Sir John Rogerson’s Quay, Dublin, 2, Ireland and it is registered with the Irish Companies Registration Office under company no. 609677.


 

 

1 Source: Legal & General internal data as at 31 December 2023. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong (2018-2019 only).
The AUM includes the value of securities and derivatives positions and may not total due to rounding.
2 Source: LGIM internal data as at 31 December 2023. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong (2018-2019 only). The AUM includes the value of securities and derivatives positions and may not total due to rounding. Historic AUM figures converted using the spot rate as at 31 December of that year, except for the half-year figure, which uses the spot rate as at 30 June of that year.
4Source: LGIM as of 30 June 2023.