About us
Overview
The Co-operative Asset Management carry out the fund management activities of
The Co-operative Financial Services (which is part of The Co-operative group). The Co-operative is a household name in the UK offering a wide range of services to consumers including food, pharmacy, travel and other financial services such as insurance, banking and mortgages.
The Co-operative Group has over 12 million customers, of which over 299,000 of these are investors in their unit trust range, amounting to over £2 billion of assets under management.
The Co-operative Asset Management specialises in active UK equities and bonds. We offer a distinctive responsible investment approach which fully integrates consideration of financial and ESG (environmental, social and governance) issues throughout the investment process.
"Embedding SRI into a mainstream investment process and making it work is notoriously difficult. We have been doing this for a long time and doing it well. We are pleased to be extending this capability to the IFA market in response to rapidly growing demand for SRI offerings."
- Why recommend The Co-operative Asset Management to your clients?
- How we're different
- Our investment capability
- Our investments approach
Why recommend The Co-operative Asset Management to your clients?
In advocating The Co-operative Asset Management to clients, advisers can be assured that they are recommending:
- a responsible investment approach which fully integrates financial and ESG (environmental, social and governance) criteria in company selection
- an investment process characterised by clear and informed views on why companies are undervalued and offer good long-term prospects
- an investment resource comprising experienced and committed individuals working to deliver out-performance while effecting positive change in the companies they invest in.
How we're different
Some fund management groups have taken up socially responsible investment (SRI) in response to market demands or have simply 'bolted on' this capability to their existing investment organisation.
In contrast, our responsible investment origins stem from our co-operative ownership structure which has created a long-standing tradition to operate in a socially responsible manner across all of our diverse business areas.
Our distinctive approach is reflected in a number of unique investment credentials. We are the only UK fund manager to:
- apply a common core approach to responsible investment across all the funds we manage
- apply active engagement across all the funds we manage
- feed valuable business insights gained from our engagement process back in to company analysis performed for investment purposes.
The Co-operative Asset Management was also the first UK investor to publish its voting record on its website in 2002, a practice now increasingly adopted by fund management groups offering SRI.
