Titan Asset Management now partnering with the Global Returns Project

New, impressive pathways are constantly being paved in the Sustainable Finance sector, and a goal of Titan Asset Management is to offer clients the most cutting-edge, effective ESG tools, analysis, and data. That’s why our most recent partnership is our next best step. The Global Returns Project is a UK-registered charity connecting investors with the world’s most impactful climate philanthropy, after becoming a partner in 2022 Titan Asset Management are pleased to be starting a new project together.

The Global Returns Project

So, who are the Global Returns Project, and what do they do? GRP curates the ‘Global Returns Portfolio’: the first selection of diverse, effective and scalable not-for-profit organisations tackling climate change. Their Technical Advisory Board, a panel of world-class climate scientists, oversees the Portfolio’s selection and assessment alongside GRP’s Trustees.

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The organisation believe that the best climate philanthropy regenerates the planet beyond the capacity of even the best sustainable or impact investing. Climate charities can enforce environmental law, combat deforestation, defend ocean ecosystems and more. Organisations considered for the Global Returns Portfolio are assessed using GRP’s proprietary methodology. They must first pass a series of governance and sizing gates before being scored according to their impact, scalability, networks and co-benefits, admitting only the highest-scoring not-for-profit organisations into the Portfolio.

GRP directs 100% of any Portfolio donation to its not-for-profit constituents, with no deductions. The Trustees and a number of charitable trusts, foundations and individual donors fund GRP’s operating costs. Their current six constituent organisations are Ashden, ClientEarth, Global Canopy, Rainforest Trust UK, Trillion Trees and Whale and Dolphin Conservation.

The GRP 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, this partnership now coincides with Titan Asset Management’s new MPS offering. The partnership allows us to give clients the opportunity to benefit from GRP’s portfolio, 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.

The new ‘Titan Sustainable’ MPS

A new sustainable MPS has been curated by the Investment Team, led by, James. The offering is set to consist of six risk-progressive multi-asset class models, alongside other sleeves of the Titan MPS (Active, Passive, and Select). The Titan Sustainable MPS brings with it a unique sustainable investment policy and complimentary reporting collateral.

What does the policy do?

The purpose of the policy is simple. By separating our investable universe opportunities into two categories: those which represent a sustainable allocation of capital, and those which do not. The underlying allocations for this MPS are primarily active and index funds, although our universe also includes exchange-traded products, like ETFs. We rely on third-party data providers, including Morningstar (Sustainalytics), MSCI, and Util to assist us in our approach to sustainable investing. The unique element to implementing our policy into the MPS is that is can be made available as-is, or can be adjusted to accommodate for different client needs.

Going forward

Titan Asset Management are arranging to donate a portion of our management fee (5 bps) from the Titan Sustainable MPS to the Global Returns Project’s Portfolio. In addition to benefiting the Portfolio’s charities, the donation also helps resolve the potential disconnect between allocated capital and real-world impact. James has featured previously on an expert panel for the Global Returns Project.

Disclaimer: Titan Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Titan Asset Management Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited. This content is for financial intermediaries, it is not aimed at the general public. This document is published and provided for informational purposes only. The information contained within constitutes the author’s own opinions. Titan Asset Management Limited do not provide financial advice. None of the information contained in the document constitutes a recommendation that any particular investment strategy is suitable for any specific person. Source of data: Bloomberg, Titan Asset Management unless otherwise stated. Registered address: Titan Asset Management, 101 Wigmore Street, London, W1U 1QU.

For excerpts from that event: https://youtu.be/5RWfHf0qib0

For an overview of the Global Returns Portfolio: https://youtu.be/ZX9E4Z20q6E

For more information: https://globalreturnsproject.earth/.  

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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.