Sustainable data with Util

A Sustainable landscape at Titan Asset Management

The Titan Asset Management Sustainable Investment policy is always evolving, and keeping up with our client narrative is more important than ever. We rely on third-party data providers to shed light on an increasingly murky landscape, and so we are pleased to share that Util will be joining Morningstar Sustainalytics and MSCI as one of our Sustainability data providers. Util uses AI to quantify a company’s impact, they cover over 50,000 companies, analyse over 120 million peer-reviewed journals, and measure these against the UN’s 17 Sustainable Development Goals as well as over 2,000 other sustainability concepts. When Util’s AI deep dives into a company’s impact,it means Titan Asset Management can see the real positive and negative exposure to key sustainability concepts. A new age of financial AI.

Titan Asset Management currently uses Util’s datafor the Titan Sustainable MPS reporting purposes. While Util measures a company’s real-world impact in a transparent and concise way, we enable clients to realise their non-financial narratives easily and simply. Util now joins the UN’s Principles of Responsible Investment, UN’s Sustainable Development Goals, MSCI AA rating, and UN Global Compact as the drivers of the Titan Asset Management ESG policy. Implemented by our Sustainability Lead and Portfolio Manager, James Peel, Util’s data enhances Titan Asset Management’s new MPS offering. The partnership allows us to give clients the opportunity to benefit from Util’s data and by combining Titan Asset Management’s sustainability policy with other robust, heavyweight environmental entities, we ensure that the Firm’s ESG policy is truly holistic, broad, intersectional, integrated, and risk-adjusted.

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So, who is Util and what do they do?

Who is Util?

Util is the only sustainability data provider that uses AI across peer-reviewed journals to objectively quantify a company’s impact, giving investors the evidence they need to deliver on their sustainable investing goals.

Util’s proprietary AI engine gathers and maps sustainability evidence at scale, and can show the exact sentence that led to a company’s impact score across a specific framework, including the 17 UN Sustainable Development Goals (SDGs). Their data helps investors capture a company’s potential future value offering, and better understand its risk profile in order to support portfolio construction, client reporting, fund creation, and more.

Unlike some traditional ESG data providers that base their scores on subjective or company-reported disclosures, Util bases its evaluations on objective research and quantifiable evidence, shedding light on how a company affects society and the environment at the product level, yielding deeper insights into company exposure.

How it works

A proprietary AI-driven evidence engine maps a company’s products to more than 2,000 sustainability concepts using peer-reviewed academic research as evidence. Those concepts are then mapped to known sustainability frameworks, including the UN-SDGs. The result is an objective data set that shows, with evidence, a company’s positive and negative impact on the world.

How does Util add value to our Sustainable MPS?

1. Util helps investors grow and retain clients by incorporating objective, evidence-based sustainability data into their portfolios – enabling them to exceed client demand and avoid risk, without impacting performance.

2. Util helps investors to build custom portfolios, capitalise on a company’s potential future value offering, and better understand its risk profile.

3. Util provides investors with evidence and transparency into the varied impacts of their holdings, can pinpoint the precise issues on which they need to engage, and can build portfolios targeting specific metrics.

“We are always on the lookout for ways we can improve our sustainable investment proposition, and data is a big part of that. Client narrative is important to us, our clients have objectives that aren’t strictly financial. Either they share our belief that adding more non-financial data to traditional risk management can improve the investment process, or they want their savings to be directed towards investments that are making the world a slightly better place.

Sustainability Lead – James Peel, CFA

Utilising AI to collect data is exciting, it gives our Sustainable MPS an edge; we’re acknowledging the future of financial technology. For these non-financial objectives, Util’s data has been an excellent tool, specifically to gauge real-world outcomes clearly and concisely. It bolsters the narrative side of our sustainable investment proposition. We believe clients will appreciate the added colour about real world outcomes that the Util data provides.”

James Peel is Titan Asset Management’s Portfolio Manager and Sustainability Lead, and is taking part in a webinar with Util on 11th May 2023. To sign up to the webinar please follow this link: event registration

To read more about Util and what they do visit their website here: https://www.util.co/

To see more on our ESG and Sustainable investment policy, click here: https://titanam.co.uk/esg/

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Information about the Financial Ombudsman Service (FOS) is available                              from their website www.financial-ombudsman.org.uk

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Telephone: 01423 534100
E-mail: info@titan-fp.com

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Our funds have moved

The previous Titan Asset Management funds have now moved to a new site and trading entity, Titan Investment Solutions. Titan Asset Management now holds the MPS only.

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Paul Hunt

CEO

Paul Hunt is a proven business leader and entrepreneur with over 30 years’ experience and track record of scaling businesses across multiple sectors. Hunt is highly experienced in business turnarounds, strategic planning and creating a positive people culture geared for success.

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David Chandler

Portfolio Assistant

David is responsible for providing operational support to the fund managers. David has passed the CFA UK IMC and graduated in 2018 with a degree in Economics and Business Management from the University of Sheffield.

James Peel, CFA

Portfolio Manager – ESG

James is a Portfolio Manager at Titan Asset Management and is responsible for Titan’s approach to sustainable investing. He previously worked as a researcher at the British Chamber of Commerce in Taipei. James graduated in 2018 from the University of St Andrews, where he studied economics. He is a CFA charter holder and has passed the CFA UK Investment Management Certificate (IMC), the CFA UK Certificate in ESG Investing, and the CFA UK Certificate in Climate and Investing (CCI).

Jonah Levy, CFA

Portfolio Manager – Physicals

When not collecting various minerals and mining memorabilia, Jonah can be found managing the physical allocations at Titan Asset Management. Prior to Titan he worked at Tavistock Wealth for 3 years, having previously gained experience in Holland at an oil brokerage, and in London at an energy trading house. Jonah is a CFA charter holder, having graduated from St. Andrews University with an MA in Management and Economics.

Alex Livingstone, CFA

Head of Trading – FX & ETFs

Alex is responsible for the ETF trading and FX strategy at Titan Asset Management and has executed over £5 billion of trades during his prior 4 years at Tavistock Wealth. Alex also assists in the wider portfolio management of the CIP specialising in technical analysis and risk management. He is a CFA charter holder and holds an BSc in Retailing, Marketing and Management from Loughborough University.

Sekar Indran, CFA

Senior Portfolio Manager – Equities

Sekar is responsible for managing the team’s equity investments. He helped expand the investment proposition over five years at Tavistock Wealth and continues this role at Titan Asset Management. Sekar has prior financial services experience at Barclays and Allianz. He is a CFA charter holder and holds a BSc degree in Industrial Economics from the University of Nottingham.

John Leiper, MSc, CFA, FDP, CFTe

Chief Investment Officer

John Leiper is the Chief Investment Officer of Titan Asset Management and carries direct responsibility for all investments in the Centralised Investment Proposition (CIP) at the firm. John has 15 years’ experience in financial markets having previously worked in a variety of roles at RBS, Morgan Stanley, Credit Suisse and Tavistock Wealth. John Leiper is a CFA and FDP charter holder and a member of the Society of Technical Analysts. He holds a BSc degree in Economics from Warwick University and an MSc degree in Economic History from the London School of Economics.

Matthew Cureton

Co-Founder

Matthew has been an intrinsic part of Haibun (now Titan Alternatives) since its formation. As a Co-Founder, he has focused on developing relationships with clients, providers, and companies seeking funding.

Matthew’s personal involvement with the fund-raising activities at Titan Alternatives starts at the very beginning of each journey.

Incorporating the due diligence process, meeting with the various management teams, and visiting companies on site, to then being involved with the marketing documents, hosting presentations, and facilitating the investments for clients. Matthew also continues to monitor and report on the investment throughout its life, which has included him taking on Non-Executive Directorships or observer roles on various company boards.