Our sustainability commitments

Delivering on our vision of an unrivalled experience for our clients, employees and society, we are continuing on our drive to create positive impact through four focused goals by 2026.

As at April 2025

Cleaner investments

Our commitment: 30% reduction in the carbon intensity of our Strategic Asset Allocations (SAAs) by 2026

We have committed to a 30% reduction in the carbon intensity of our Strategic Asset Allocations (SAAs) by 2026. We completed the first phase in July 2021 with our US equity exposures. Phase two of our SAA reduction project was implemented in 2022, with a focus on making our credit investments cleaner, switching over £200m of assets in traditional corporate bonds to bonds that were 70% less carbon intensive, while retaining a similar return profile. In 2023, phase three of decarbonisation focused on Japanese equity exposures and the new products implemented were over 40% less carbon-intensive. In 2024, we researched into other asset classes to see whether further changes were needed and continue to monitor this on an ongoing basis.

In addition in 2024, we put into practice ESG integration enhancements within our investment process via fund manager due diligence and using our ESG convictions framework. We continue to actively monitor and engage with our third-party managers with a notable example being our involvement in the UK Wealth Managers on Climate Group.

Sustainable choices

Our commitment: Reduce our Scope 1, 2 & 3* CO₂ emissions and become carbon neutral from 2021

Back in 2021, we committed to reducing our Scope 1, 2 & 3 CO2 emissions and pledged that our business would become carbon neutral. Since then, we have partnered with World Land Trust (WLT) to offset our carbon footprint every year, by supporting the organisation’s Carbon Balanced project in Guatemala. When selecting a carbon offset partner, we prioritised credibility. After comparing six options and extensive due diligence, we opted for the World Land Trust’s Carbon Balanced program. The WLT was selected for their pedigree as well as their wide range of offsetting schemes and willingness to form a close partnership with 7IM. The World Land Trust works with hundreds of landowners, including local communities, to register and obtain land titles to protect threatened coastal forest for the benefit of the region’s biodiversity. We are proud to continue our partnership with the World Land Trust for the third year in a row and we will soon offset 2024’s unavoidable emissions through the same programme.

The consolidation of office space engaged in 2023 by the UK Group has led to a significant decrease in emissions in 2024 (30% less emissions reported when compared to prior year). Concomitant with the reduced office space, the reported CO2 emissions per full time employee have dropped when compared to prior year, despite a change in calculation method of travel emissions that support higher accuracy and better data capture in term of reporting.

In line with the sustainability commitment made by the business in 2021, more than half of the journeys reported by members of staff were undertaken by rail in 2024. We disclose our Scope 1, 2 and 3 CO2 emissions in our annual report and audited consolidated financial statements.¹

¹ For the latest 7IM Annual Report and Audited Consolidated Financial Statements, see https://www.7im.co.uk/media/nuao3dii/annual-report-and-auditedconsolidated-financial-statements.pdf

An inclusive team

Our commitment: Achieve a diverse and equitable employee base

Building on 7IM’s commitment to fostering a diverse and equitable workforce, we are proud to report further strides in developing an environment that is welcoming, inclusive, and supportive of diverse representations and diversity of thought. The Diversity, Inclusion and Belonging Committee (DIB) (previously, Diversity and Inclusion Committee), established in 2020, continues to lead with purpose, promoting initiatives that position 7IM as an example of inclusivity within the financial sector.

This commitment was recognised within the industry and evidenced by our recent awards, including Best Wellbeing Initiative and Highly Commended Best Senior Sponsor at the PIMFA D&I Awards 2024. These awards reflect our commitment to creating a workplace that not only values diversity but thrives on it.

At 7IM, 84% of our colleagues have participated in providing equal opportunities monitoring information, a figure we are committed to increasing. This initiative is crucial for us to monitor progress effectively and adjust our diversity, inclusion and belonging strategies and efforts accordingly.

Giving back

Our commitment: Support charities aiming to reduce inequalities

7IM has a longstanding Charity Committee that oversees charitable contributions across the business and arranges fundraising campaigns for the charities we support. In 2024, 7IM raised more than £28,000 for charity through staff fundraising, matched funding, challenges and donations.

In addition to our “Give As You Earn” Scheme and Volunteer Day, we have also been running monthly volunteer walks that allow colleagues to volunteer their time once a month with our chosen charity.