Responsible investment
We believe responsible investment is essential to delivering sustainable long-term returns.
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We believe responsible investment is essential to delivering sustainable long-term returns.
Get in touch
Responsible investment combines Environmental, Social, Governance (ESG) considerations and stewardship efforts, ensuring that we consider all financial and sustainability-related factors that may affect investment outcomes.
ESG factors help assess companies using important measures beyond traditional accounting metrics, giving a fuller view of an investment’s performance.
ESG factors can play a role in shaping a company’s long-term prospects; issues such as climate change or labour standards, if not properly managed, may increase business risks and uncertainty. By considering ESG alongside traditional financial analysis, we aim to better understand these risks and support long-term investment outcomes.
ESG in our portfolios
By integrating Environmental, Social and Governance (ESG) considerations into our investment decisions and stewardship, we aim to manage risks, identify opportunities and help build a more resilient financial system for our clients.
In 2022, atomos formed a strategic alliance with WTW, a global leader in sustainable investing. Through this partnership, our portfolios benefit from sustainable investing insights, climate research, and active stewardship to support our investment decisions.
Stewardship is about active ownership. While company boards are responsible for oversight, investors are not simply passive holders of shares. Through activities such as voting at shareholder meetings and engaging constructively where appropriate, investors can raise concerns and encourage improvements. This view is supported by a body of academic research showing that stewardship can be an effective mechanism for managing ESG-related risks, such as lowering carbon emissions (1).
Strong stewardship helps to:
Stewardship in practice
Where funds in our portfolios are advised by WTW, we draw on the expertise of EOS at Federated Hermes, accessed via WTW, to support this work. EOS is a leading global provider of engagement services, representing investors with over £1.7 trillion in assets.
In 2025, EOS:
Source: Federated Hermes, as at 30 September 2025.
See our Charity Investment page to see how we are supporting our Charity clients.
(1) Kahn, M.E., Matsusaka, J. and Shu, C. (2023). Divestment and Engagement: The Effect of Green Investors on Corporate Carbon Emissions. [online] National Bureau of Economic Research. Doi: HTTPs://doi.org/10.3386/w31791
At atomos, stewardship is an integral part of how we manage portfolios. While we apply some exclusions where appropriate, we focus on constructive engagement as a tool for managing long-term risks and supporting resilient returns.
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Both atomos and WTW are signatories of the United Nations Principles for Responsible Investment (UN PRI), reaffirming our approach to the practice of responsible investing. WTW is also a signatory to the Financial Reporting Council's UK Stewardship Code. atomos are also members of the Thinking Ahead Institute (TAI), a global not-for profit group whose vision is to “mobilise capital for a sustainable future”. This innovative forward-looking work informs our sustainable investing process evolution over time.
By 2050, WTW Investments has a goal to achieve net zero greenhouse gas emissions across in scope solutions, including the atomos multi-asset funds.
You can find more detail on WTW Investments’ approach to sustainability in its Sustainable Investing Policy. This policy applies to WTW Investments advised/managed assets.
UN PRI Transparency Reports – published on the UN PRI website.
Click here to view.
Carbon and climate metrics for our multi-asset funds, reported in line with Taskforce for Climate-Related Financial Disclosures (TCFD) product reporting for the IFSL atomos fund range.
Click here to view.
Engagement and stewardship reports, published twice a year, covering our latest activity and outcomes.
Click here to view.
We have a wide range of investment solutions, some of which are available to external financial advisers and clients who already have their own adviser.
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.
