Investment & Funds

Responsible Investment at W1M

We aim to create long term value for our clients/investors while also contributing to better corporate behaviours and positive outcomes over time. This requires careful consideration of sustainability in all its forms.

Business meeting
Our approach to Responsible Investment
1.

ESG integration

We assess material ESG factors (both risks & opportunities) as a natural part of our fundamental analysis and security selection process. We employ a bespoke framework that helps identify, prioritise and assess the most material issues of the companies in which we place our clients’ capital. Focusing on materiality is key to the assessment of a company’s long-term financial sustainability and also a more effective way to assess real-world environmental and social outcomes.
2.

Impactful engagement

We engage with companies directly and collaboratively, preferring constructive dialogue over blanket exclusions as a more effective way to encourage better behaviours and positive outcomes.
3.

Voting with intention

We vote on clients' behalf to help drive higher corporate standards and enhance shareholder value.
4.

Promoting transparency

We provide detail on all our stewardship activities and report our progress in reports we publish annually.
Signatory of PRI logo

Principles for Responsible Investment

W1M Investment Management Ltd (formerly Waverton Investment Management Ltd) has been a signatory since May 2019

UK Stewardship Code Logo

UK Stewardship Code

W1M Investment Management Ltd (formerly Waverton Investment Management Ltd) has been a signatory since 2022

We value our inclusion in both frameworks, providing acknowledgement that our approach to responsible investment and our wider corporate stewardship standards meets best practice standards and compliance with UK regulatory requirements.

Policies and reports

All 2024 reporting relates to W1M Investment Management Ltd (formerly Waverton Investment Management Ltd). We will report on progress for W1M group companies in 2026.

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