Other Documents

Stewardship and Engagement Policy

How we aim to be responsible investors and maximise the overall long-term value of our client’s investments. Here we outline our engagement themes and principles.

Stewardship and Engagement Policy

Stewardship and Engagement Report

Our progress in improving the ESG practices, sustainability outcomes, and public disclosures in our investee companies and fund managers. Here we disclose our voting record and our involvement in collaborative engagements.

Stewardship and Engagement Report

Hargreaves Lansdown Fund Managers Taskforce on Climate-Related Financial Disclosures Report

Our entity-level climate-related governance, strategy, risk management and metrics and targets for our assets under management. This report also includes our product-level disclosures.

HLFM TCFD Report

Assessment of Value Report

Shows our assessment of the overall value for money our funds deliver, and how this helps maximise their performance for clients.

Assessment of value report 2023

Assessment of value report 2022

Assessment of value report 2021

Assessment of value report 2020

ESG Investment Policy

As a signatory of the United Nations Principles for Responsible Investment, we understand the importance of good stewardship and upholding the standards of responsible investing. Our ESG Investment Policy outlines how HL embeds ESG into our investment analysis and decision-making.

ESG Investment Policy