Climate Change Data

Canaccord Genuity Asset Management (CGAM)

Climate Impact & Sustainability Data (2023, 2024)

Reporting Period: 2023

Environmental Metrics

Total Carbon Emissions:432 tCO2e (2023)
Scope 1 Emissions:69 tCO2e (2023)
Scope 2 Emissions:110 tCO2e (2023)
Scope 3 Emissions:253 tCO2e (2023) (business travel only)
Renewable Energy Share:100% in three largest UK offices
Total Energy Consumption:Not disclosed
Water Consumption:Not disclosed
Waste Generated:Not disclosed
Carbon Intensity:20.81 kg CO2e/m2 (2022)

ESG Focus Areas

  • Climate Change

Environmental Achievements

  • Reduced scope 1 and 2 emissions by 31% from 2022 to 2023. Three largest UK offices now using 100% renewable electricity.
  • Launched new client portal in 2023 with 12,000 users, reducing paper usage.

Social Achievements

  • Not disclosed

Governance Achievements

  • Formalised the management of climate-related risks and opportunities in 2023.
  • Incorporated climate risk within our risk taxonomy, risk and controls self-assessment process, and broader risk management framework.

Climate Goals & Targets

Long-term Goals:
  • Achieve net-zero carbon emissions by 2050 (operations and investments).
Medium-term Goals:
  • Reduce the carbon intensity of portfolios by 26% by 2030 and 63% by 2040.
  • Align UK portfolios with a below 2°C pathway by 2050.
  • Reduce scope 1 and 2 emissions intensity by 95% by 2050.
Short-term Goals:
  • Reduce scope 1 and 2 emissions intensity by 53% by 2030.

Environmental Challenges

  • Data gaps in scope 3 emissions (excluding business travel).
  • Limited data for investment trusts and asset classes outside of equities.
  • Material increase in select scope 3 emissions (+69%) due to resumed business travel.
Mitigation Strategies
  • Engaged a third-party consultant to quantify emissions and assist in developing SBTi-aligned targets.
  • Enhancing data capture to address gaps and produce more complete disclosures in future reports.
  • Implementing measures to reduce business travel emissions.

Supply Chain Management

Supplier Audits: Not disclosed

Responsible Procurement
  • Not disclosed

Climate-Related Risks & Opportunities

Physical Risks
  • Extreme weather events impacting key infrastructure and suppliers.
Transition Risks
  • Stranded asset risk, market corrections, regulatory changes.
  • Failure to implement transitional plans impacting financial resilience and reputation.
Opportunities
  • Improved financial resilience from mitigating climate risk.
  • Opportunities to meet consumer preferences for sustainable investments.
  • Improved energy efficiency in offices.

Reporting Standards

Frameworks Used: TCFD

Certifications: Null

Third-party Assurance: Not disclosed

UN Sustainable Development Goals

  • Not disclosed

Not disclosed

Sustainable Products & Innovation

  • Not disclosed

Awards & Recognition

  • Not disclosed

Reporting Period: 2024

Environmental Metrics

ESG Focus Areas

  • Environment
  • Social
  • Governance

Environmental Achievements

  • Three largest CGWM UK offices now use 100% renewable electricity
  • Introduced electric car scheme and bike scheme to reduce employee commuting emissions
  • Reduced paper use and launched a new client portal to digitize operations

Social Achievements

  • Active mentoring program and participation in the 10,000 Black Interns Programme
  • Range of health-related benefits and mental health training for employees
  • Women’s Network and Working Families Network

Governance Achievements

  • Regular meetings with investee company senior management (around 2000 annually) to assess ESG risks
  • Centralized ESG file note process with management oversight
  • Active Climate Action and Sustainability Committee

Climate Goals & Targets

Long-term Goals:
  • Aligning business model and strategy with UK Government net zero by 2050 objectives
Short-term Goals:
  • Switch more offices to renewable energy contracts in the next 12-24 months

Environmental Challenges

  • Limited Sustainalytics coverage, particularly in the small-cap space
Mitigation Strategies
  • Use of a proprietary ESG questionnaire for companies with limited Sustainalytics coverage
  • Direct engagement with investee companies to collect relevant ESG information

Supply Chain Management

Climate-Related Risks & Opportunities

Reporting Standards

Frameworks Used: UNPRI