WHEB Asset Management named top global boutique and UK leader for responsible investment

by | Apr 17, 2024

WHEB Asset Management, the impact investing pioneer with £1.2bn AUM, has been awarded the highest accolade from the Responsible Investment Brand Index (RIBI) 2024. It was awarded the label of ‘Avant Gardist’ for its ability to embed responsible investment commitments deep within the brand and organisational culture.

Out of 600 global asset managers, WHEB Asset Management ranked number one for UK asset managers and for best boutique asset manager globally, and ranked seventh worldwide. 

RIBI (the Responsible Investment Brand Index) has been developed to identify which asset management companies act as responsible investors and commit to sustainable development to the extent that they put it at the very heart of who they are: i.e. in their brand.

This is the sixth annual index and WHEB Asset Management is a new entrant.

RIBI 2024 UK Top 10   1.      WHEB Asset Management 2.      Impax Asset Management 3.      Aviva Investors 4.      Legal & General Investment Management 5.      Federated Hermes Limited 6.      Schroders Investment Management 7.      HSBC Asset Management 8.      Cardano 9.      M&G Investment Management 10.   Liontrust Asset ManagementRIBI 2024 Global Boutique Top 10   1.      WHEB Asset Management 2.      Ecofi 3.      Triodos Investment Management 4.      Evli Bank 5.      Sycamore Asset Management 6.      Investa Property Group 7.      Dorval Asset Management 8.      Boston Common Asset Management 9.      Etica SGR 10.   Aktia Asset Management  

George Latham, managing partner at WHEB Asset Management, says:

“At a time of increased scrutiny of asset manager’s claims about responsible and sustainable investing, we are thrilled to have been recognised by RIBI for living the values and ethos we report to investors.

“We have long-called for radical transparency in the asset management industry, and we aim to lead by example. We believe in a clear and transparent assessment of what our global equity strategy is achieving in terms of our impact on society and environment, and in terms of financial performance.

“It is especially pleasing that RIBI recognises the depth of our strategy and conviction for responsible investment, showing that we are a boutique asset manager punching above our weight to lead this sector.”

WHEB Asset Management first launched its unique global equity impact strategy almost 20 years ago – around when the ‘ESG’ term was coined – and, alongside institutional mandates, runs the following funds:

–         FP WHEB Sustainability Fund (OEIC)

–         WHEB Sustainable Impact Fund (ICAV)

–         WHEB Environmental Impact Fund (ICAV)

–         iMGP Sustainable Europe

–         Pengana WHEB Sustainable Impact Fund

RIBI applies state-of-the-art benchmarking, applying five criteria to the 600+ asset managers it assessed, drawing on 300 data points from UNPRI. Find out more about the Index and its methodology here: https://www.ri-brandindex.org/   

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