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Sustainability

Sustainable capital allocation without compromise

Sustainability

Sustainable investing

In 1987, ‘sustainable development’ was defined by the United Nations as “development that meets the needs of the present without compromising the ability of future generations to meet their own needs.” A widely recognisable definition and still taught in classrooms today as the theoretical foundation upon which sustainable investing is built.

We define sustainable investing as a holistic approach to investing which widens the focus of investors by integrating sustainability considerations alongside the traditional focus of investors, risk-adjusted return. It comes in many shapes and sizes but can be distilled into three primary pillars: environmental, social, governance (ESG), impact, and ethics.

ESG

ESG is the integration of material non-financial data into the risk management process; the reason being, integrating more material data can improve the process and so can improve risk-adjusted returns. Examples of non-financial data include:

Greenhouse gas (GHG) emissions

Employee diversity

Financial reporting quality

The outcome of this integration might be to prioritise or reduce exposure to certain geographies or sectors or companies.

Impact

Impact is an explicit statement of sustainability targets separate to risk-adjusted return. Examples of these targets include:

Reducing GHG emissions in-line with the Paris Agreement

Improving gender and racial diversity at the board, management or workforce level

Ethics

Ethics, or ethical investing, is the integration of an investor’s moral or religious beliefs into the portfolio construction process. It is the oldest of the three pillars of sustainable investing and can trace its roots back hundreds of years to Shariah, the religious law of Islam, and to religious groups that prohibited members from participating in the slave trade. A more modern interpretation might be to exclude tobacco or firearms from an investable universe.

Our approach

Titan Asset Management are a proud signatory to the UN Principles for Responsible Investment , a partner of the Global Returns Project and a Gold sponsor of the London School of Economics Green Finance Society.

Our sustainable investment proposition has been curated for longevity, and we believe that small steps towards positive change are possible by finding a sustainable way of allocating capital. Our partnerships add unprecedented value. Titan Asset Management’s sustainable investment policy leverages several market-leading data providers, ensuring that our approach to sustainable investing is truly holistic, broad, intersectional, integrated and risk-adjusted.

The purpose of our policy is simple. We separate our investable universe opportunities into two categories: those which represent a sustainable allocation of capital, and those which do not. This approach means that, across our sustainable investment proposition, we have exposure to all three of the pillars that constitute sustainable investing.

There are three sections to our policy:

First, all investments must be classified by Morningstar as a sustainable investment

Second, there must be no exposure to investments with any exposure to companies in violation of the UN Global Compact (UNGC)

Finally, the portfolio of investments must achieve a minimum aggregated MSCI ESG Rating of AA, which corresponds to a classification of Leader.

There are procedures in place to ensure daily compliance with the policy and protocols to follow if a breach to the policy is detected. These procedures and protocols have been put in place to mitigate the industry-wide challenge of greenwashing. Our focus on non-financial data-driven risk management is powerful in its simplicity and, importantly, relevant processes will continue to evolve to match best practice in the sustainable investing ecosystem.

We rely on various third-party data providers, including Morningstar (Sustainalytics), MSCI and Util to assist us in our approach to sustainable investing.

There are six risk-progressive models (3-8) available in the Titan Sustainable MPS, and Titan Asset Management donate a portion of our management fee (5 bps) from the Titan Sustainable MPS to the Global Returns Project’s Portfolio. See our bespoke MPS range here.

Our third party data providers

We rely on various third-party data providers, including Morningstar (Sustainalytics), MSCI and Util to assist us in our approach to sustainable investing.

Morningstar (Sustainalytics)

Our sustainable investment policy is the primary input for our sustainable investment proposition. Data is an important part of the policy. We use data from Morningstar, which became the majority owner of Sustainalytics in 2020, to help build our investable universe within the constraints set out in the policy. Specifically, Morningstar have a useful tool to categorise some investments as a Sustainable Investment, meaning that sustainable investing is central to the overall investment process.

To find out more about Morningstar, click here.

MSCI

Alongside Morningstar, MSCI is one of the market-leading providers of non-financial (ESG) data and research. MSCI offer access to a variety of granular data, for example on greenhouse gas emissions or board diversity, but also aggregated company and government ratings of exposure to and management of ESG risks and opportunities. We use data from MSCI as part of our sustainable investment policy.

To find out more about MSCI, click here.

Util

The UN Sustainable Development Goals (SDGs) provide the common language for investors like Titan Asset Management to evaluate real-world outcomes. Util uses natural language processing, a type of artificial intelligence, to assess how companies affect the SDGs, which can be further broken down into thousands of other sustainability concepts. We analyse our sustainable investment proposition through the Util lens, reporting on our findings in regular client communications.

To find out more about Util, click here.

Downloads

Our sustainability partners

UN Principles for Responsible Investment

Investor Initiative

Titan Asset Management became a signatory to the UN Principles for Responsible Investment (PRI) in 2022. The PRI is the world’s leading proponent of responsible investment. It works to understand the investment implications of ESG factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions. The PRI acts in the long-term interests of its signatories, of the financial markets and economies in which they operate, and ultimately of the environment and society.

To find out more about the PRI, click here.

CCLA Global Investor Statement on Workplace Mental Health

Investor Initiative

Titan Asset Management joined this investor coalition in 2023. CCLA, the UK’s largest charity asset manager, have done excellent work to shine a light on the importance of workplace mental health, the improvement of which is of benefit to both employees and their employers. We believe that collaborative engagement, where a group of investors pool resources to initiate dialogue with a company or government on a specific set of issues, is one of the best ways in which we can lend our brand and assets under management to initiatives like this one tackling important issues.

To find out more about CCLA, click here.

Global Returns Project

Charity Partner

Capital allocation will play a meaningful role in the transition to a more sustainability-minded planet. Measuring the outcomes of our capital allocation, as we do by using Util’s data, is an important first step for us in this transition. But we can go further. Titan Asset Management became a partner of the GRP in 2022. GRP is a UK registered charity (no. 1186683) which curates the ‘Global Returns Portfolio’: a selection of diverse and effective not-for-profits tackling the twin biodiversity and climate crises. We have integrated a donation to GRP into our fee structure for the Titan Sustainable MPS. The purpose of doing so is to resolve the disconnect between allocated capital and real-world impact.

To find out more about the GRP, click here.

ESG Accord Initiative

Sponsorship

The sustainable investment ecosystem has evolved rapidly in a short space of time, both in terms of innovation and regulation, and the volume and pace at which this has happened mean new developments can be difficult to keep track of. The purpose of the ESG Accord Initiative is to deliver best practice compliance, education and advice solutions to support financial advisers, their clients and other market participants. Titan Wealth (the parent company of Titan Asset Management) is delighted to be a founding sponsor of the Initiative, and we look forward to contributing to this resource in order to improve client outcomes for all.

To find out more about the Initiative, click here.

London School of Economics, Green Finance Society

Sponsorship

Titan Wealth (the parent company of Titan Asset Management) became a sponsor of the London School of Economics (LSE) Green Finance Society (GFS) in 2020. The GFS is the sole sustainable finance-focused society at LSE. Their mission is to encourage greater consideration of ESG risks in financial decision-making and to equip LSE students with the skills and background knowledge required in this field. Over the past few years, we have enjoyed working with the GFS on a series of events, as well as participating in their flagship annual conference. We continue to be impressed by the students’ enthusiasm for and understanding of topics within sustainable finance.

As part of our ongoing sponsorship of the GFS, the LSE students collaborated with our sustainability lead, James Peel, on the society’s final project of the 2023/24 academic year. In ‘Evergreen’, a new research paper, the students explored the various challenges of integrating sustainability considerations into government bond strategies. Then, the teams reviewed a selection of literature from academia and industry practitioners on the subject and used their findings to design a series of government bond fund methodologies that effectively integrate sustainability considerations.

To read the report, click here.

To find out more about the GFS, click here.

Titan Sustainable MPS

Below, each factsheet number corresponds to risk level, from 3-8

Titan Sustainable 3

Titan Sustainable 4

Titan Sustainable 5

Titan Sustainable 6

Titan Sustainable 7

Titan Sustainable 8

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Our funds have moved

The previous Titan Asset Management funds have now moved to a new site and trading entity, Titan Investment Solutions. Titan Asset Management now holds the MPS only.

Titan Active MPS

Below, each factsheet number corresponds to risk level, from 3-8

Titan Active MPS 3

Titan Active MPS 4

Titan Active MPS 5

Titan Active MPS 6

Titan Active MPS 7

Titan Active MPS 8

Titan ACUMEN MPS

Factsheet

Titan Passive MPS

Below, each factsheet number corresponds to risk level, from 3-8.

Titan Passive MPS 3

Titan Passive MPS 4

Titan Passive MPS 5

Titan Passive MPS 6

Titan Passive MPS 7

Titan Passive MPS 8

Paul Hunt

CEO

Paul Hunt is a proven business leader and entrepreneur with over 30 years’ experience and track record of scaling businesses across multiple sectors. Hunt is highly experienced in business turnarounds, strategic planning and creating a positive people culture geared for success.

David Chandler

Senior Portfolio Analyst

David is responsible for providing operational support to the fund managers. David has passed the CFA UK IMC and graduated in 2018 with a degree in Economics and Business Management from the University of Sheffield.

James Peel, CFA

Portfolio Manager – ESG

James is a Portfolio Manager at Titan Asset Management and is responsible for Titan’s approach to sustainable investing. He previously worked as a researcher at the British Chamber of Commerce in Taipei. James graduated in 2018 from the University of St Andrews, where he studied economics. He is a CFA charter holder and has passed the CFA UK Investment Management Certificate (IMC), the CFA UK Certificate in ESG Investing and the CFA UK Certificate in Climate and Investing (CCI). He was also included in Citywire Wealth Manager’s 30 Under 30 in 2023.

Jonah Levy, CFA

Portfolio Manager – Physicals

When not collecting various minerals and mining memorabilia, Jonah can be found managing the physical allocations at Titan Asset Management. Prior to Titan he worked at Tavistock Wealth for 3 years, having previously gained experience in Holland at an oil brokerage, and in London at an energy trading house. Jonah is a CFA charter holder, having graduated from St. Andrews University with an MA in Management and Economics.

Alex Livingstone, CFA

Head of Trading – FX & ETFs

Alex is responsible for the ETF trading and FX strategy at Titan Asset Management and has executed over £5 billion of trades during his prior 4 years at Tavistock Wealth. Alex also assists in the wider portfolio management of the CIP specialising in technical analysis and risk management. He is a CFA charter holder and holds an BSc in Retailing, Marketing and Management from Loughborough University.

Sekar Indran, CFA

Senior Portfolio Manager – Equities

Sekar is responsible for managing the team’s equity investments. He helped expand the investment proposition over five years at Tavistock Wealth and continues this role at Titan Asset Management. Sekar has prior financial services experience at Barclays and Allianz. He is a CFA charter holder and holds a BSc degree in Industrial Economics from the University of Nottingham.

John Leiper, MSc, CFA, FDP, CFTe

Chief Investment Officer

John Leiper is the Chief Investment Officer of Titan Asset Management and carries direct responsibility for all investments in the Centralised Investment Proposition (CIP) at the firm. John has 15 years’ experience in financial markets having previously worked in a variety of roles at RBS, Morgan Stanley, Credit Suisse and Tavistock Wealth. John Leiper is a CFA and FDP charter holder and a member of the Society of Technical Analysts. He holds a BSc degree in Economics from Warwick University and an MSc degree in Economic History from the London School of Economics.

Damian Sharp

Chief Operating Officer

Damian’s financial services career spans over 30 years, the greater part spent at Pantheon Financial Management Ltd. As Managing Director Damian steered the group through its RDR rationalisation to its ultimate sale to Ascot Lloyd.