Alliance Witan Ord.
ALW.LSE | Trusts, funds and similar financial entities
Alliance Witan PLC is a United Kingdom-based investment trust. The Company operates as a multi-manager investment trust. It invests globally in equities. The Company invests in various sectors, including financials, industrials, consumer discretionary, healthcare, technology, consumer staples, energ...Show More
Better Health for All
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Alliance Witan PLC is an investment trust whose core operations do not directly involve healthcare provision. Consequently, its principal goods and services have no direct positive or negative health impact, and it does not generate revenue from products with direct health harms. The company's business model does not involve direct safety implications, health product accessibility, serving vulnerable populations with health needs, or collecting health-related data. Similarly, its R&D is not focused on health outcomes, and its operations do not generate significant health externalities. The company does not engage in health equity programs, workforce support, preventative health measures, crisis response, mental health initiatives, hold pharmaceutical patents, produce food, or conduct clinical trials. Despite this, Alliance Witan integrates ESG considerations into its investment processes and collaborates with an engagement specialist to encourage portfolio companies to improve healthcare access and outcomes. As of December 31, 2024, healthcare investments constituted approximately 9.9% of its portfolio
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, including companies like UnitedHealth Group Inc.
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and HDFC Bank Ltd ADR
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, which indirectly contribute to better health outcomes through strategic asset allocation.
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Fair Money & Economic Opportunity
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Alliance Trust PLC is an investment trust that invests globally in equities and does not directly offer financial services such as lending, banking, or consumer credit products.
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The company's activities, including its ESG integration and engagement with portfolio companies on issues like climate disclosures and labor practices, relate to its investment strategy rather than the direct provision of fair financial services or economic opportunities to underserved populations.
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As the company does not lend, insure, move, or store money for consumers, all KPIs under the 'Fair Money & Economic Opportunity' value are not applicable.
Fair Pay & Worker Respect
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Publicly available information on Alliance Witan Ord's fair pay and worker respect practices is limited. The existing data primarily focuses on financial performance, such as an annual dividend of £0.27 per share
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and a dividend yield of 2.06%,
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offering little insight into employee compensation frameworks or adherence to labor standards. Official sustainability and CSR reports, which would provide relevant details, are not readily accessible online.
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Fair Trade & Ethical Sourcing
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Alliance Witan PLC operates as an investment trust, investing globally in equities. It does not directly procure or trade physical commodities, nor does it have a direct supply chain for physical goods. Therefore, the KPIs related to fair trade certifications, supplier audits, forced/child labour incidents, supply chain traceability, remediation processes, ethical sourcing clauses in supplier contracts, high-risk material spend, and supplier diversity spend are not applicable to its direct operations. The company integrates ESG factors into its investment processes
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and engages with investee companies to encourage responsible sourcing and ethical practices
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, but this does not constitute direct performance against these KPIs.
Honest & Fair Business
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The company complied with all legal and regulatory requirements in 2024, as confirmed by independent auditors.
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The company also maintains a zero-tolerance approach to acts of bribery and corruption by directors, employees, or anyone acting on its behalf, and for financial crimes such as tax evasion.
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Kind to Animals
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Alliance Witan Ord is an investment trust and does not directly engage in operations involving animals, produce products, or conduct testing.
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The company integrates ESG factors into its investment process and uses investment managers and engagement services for this.
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However, it has not disclosed specific animal welfare policies or related certifications within its investment strategies.
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While one of its investment managers invested in an animal health company, this is an indirect involvement and does not provide evidence of Alliance Witan Ord's direct animal welfare practices or policies.
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No War, No Weapons
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Alliance Witan PLC prohibits investments in companies involved with controversial weapons and armaments made illegal under international law
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. This policy ensures its revenue is not derived from direct arms or defense contracts, reflecting a 0% direct arms revenue
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. The company has a formal divestment policy with immediate effect on new conflict exposures, resulting in 100% divestment from these defense-related areas
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. These ethical red lines are codified, and the company demonstrates 100% compliance with them in its core investment operations
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.
Planet-Friendly Business
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The company reduced its total Scope 1, 2, and 3 greenhouse gas emissions from 80.3 to 12.9 tonnes CO₂e between 2016 and 2020.
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This reduction was achieved by implementing energy-efficient practices and compensating for hard-to-decarbonize emissions with certified greenhouse gas removals, achieving a net-zero position for its own operations by 2020.
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For its investment portfolio, Alliance Trust has pledged to achieve net zero greenhouse gas emissions by 2050, with an interim target of reducing portfolio emissions by 50% by 2030 relative to 2019 levels.
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In 2023, the portfolio's weighted average carbon intensity was reduced to 74.5 tCO₂e per million dollars of sales, down from 117 tCO₂e in 2022.
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The company excludes investments in companies with significant exposure to thermal coal and tar sands
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and engages with investee companies on environmental issues.
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Respect for Cultures & Communities
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No evidence available to assess Alliance Witan Ord on Respect for Cultures & Communities.
Safe & Smart Tech
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The company achieved full legal and regulatory compliance in 2024
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and the first six months of 2025,
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processing personal data in accordance with GDPR and FCA rules.
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It implements strong data governance, stating it does not sell or pass personal information beyond its policy
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and dictates how service providers use data,
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with no documented incidents of unauthorized use. Users are provided with comprehensive privacy controls, including rights to access, correct, remove, restrict, object to use, obtain a copy of their data, and opt-out of marketing.
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The company integrates privacy principles by collecting only necessary, adequate, relevant, and non-excessive information.
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Its Board annually reviews cyber security, IT testing, and disaster recovery reports of its key service providers.
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As an investor, the company, through its Stock Pickers and stewardship provider EOS, engages with portfolio companies on digital rights and AI issues.
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Zero Waste & Sustainable Products
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No direct evidence was found in the provided articles regarding Alliance Witan Ord's performance on waste diversion, product recyclability, packaging sustainability, recycled content, single-use plastic reduction, take-back programs, circular design, waste reduction initiatives, hazardous waste management, product durability, repairability, waste audits, zero waste certification, waste disposal violations, material efficiency, packaging-to-product ratio, waste reduction targets, supplier waste requirements, or customer waste education. The articles primarily focus on the company's investment portfolio's greenhouse gas emissions and broader ESG integration, which falls outside the scope of the 'Zero Waste & Sustainable Products' value as defined, which specifically excludes general carbon reduction efforts unless related to waste management.
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