Responsible investing

Responsible investment is essential to delivering sustainable, long-term returns.

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Our approach

At atomos, we believe responsible investment is essential to delivering sustainable, long-term returns. Our approach to responsible investment combines integrating Environmental, Social, Governance (ESG) considerations and stewardship efforts, ensuring that we consider all financial and sustainability-related factors that may affect investment outcomes.

What is ESG?

Environment (E)

How a company manages its impact on the planet – climate change, pollution, use of natural resources.

Social (S)

How it treats people – employees, suppliers, customers, and local communities.

Governance (G)

How it is run – management decisions, transparency, business ethics, and executive compensation.

Theses ESG factors help access companies using important measures beyond traditional accounting metrics, giving a fuller view of an investment’s performance.

Why does ESG matter?

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.

Our response

We believe responsible and sustainable investing is important for a successful long-term investment strategy. 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 collaboration, our portfolios benefit from sustainable investing insights, climate research, and active stewardship to support our investment decisions.

Stewardship & Engagement

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).


(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

Strong stewardship helps to:

  • Help protect investments from risks linked to poor environmental, social, or governance (ESG) practices
  • Strengthen trust between companies and their shareholders
  • Support long-term, sustainable value creation

Our approach to stewardship

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.

You can read more about our approach to stewardship here.

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 £1.5 trillion in assets.

In 2024 alone, EOS:

  • Held discussions with around 1,000 companies
  • Addressed more than 4,000 engagement topics, including climate strategy, supply chain standards, and board effectiveness

Climate goals

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.

Our commitments and memberships

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.

• 2026 Best ESG Investment Fund – Multi Asset Nominee • 2025 CSR (Corporate Social Responsibility) and Innovation • 2025 Investment Performance • 2025 Best ESG Investment Fund – Multi Asset Nominee • 2024 Investment Performance (UK)

Wealth for Good Awards 2025Wealth for Good Awards 2025Wealth for Good Awards 2024PAM Awards 2025 - NextGen LeadersPAM Finalist

Reporting and Transparency - We provide transparent reporting through a range of disclosures:

United Nations (UN)

UN PRI Transparency Reports – published on the UN PRI website

Carbon and climate metrics

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. View our latest reports here.

Engagement and stewardship report

Engagement and stewardship reports, published twice a year, covering our latest activity and outcomes. View our latest report.

Learn more about investing with atomos

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.

Tailored for you

Tailored for you

Tailored for you

Tailored for you

We offer our bespoke portfolio to high-net-worth private clients or organisations who may need a more tailored approach to their investment strategies, such as integrating specific ethical views. This gives you a more bespoke service from our dedicated team of in-house portfolio managers who can tailor an investment portfolio to your exact specifications

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