Liontrust Sustainable Investment Annual Review 2021 - International - Report - Page 27
Industry, innovation and infrastructure (SDG #9)
We have three themes aligned with this SDG to build resilient
infrastructure, promote inclusive and sustainable industrialisation
and foster innovation.
Improving industrial and agricultural processes: We like
companies that provide products or services which help to make
industrial processes more resource efficient, as well as safer for
workers and users. These improved industrial processes help to
reduce the negative impacts on people and the environment and
are making a positive contribution. We see investment opportunities
in software and systems that help to implement life-cycle design
(including disposal of products) and manage supply chains, and
opportunities in automation of factory processes to remove repetitive
or dangerous mechanical tasks. These all help to modernise industry
and meet this SDG.
Enhancing digital security: As more and more of our lives and
critical services are carried out online, we need to protect the data
from theft. Digital security helps to make this growing area of the
economy secure.
Palo Alto Networks provides technology to protect our digital way
of life. Its firewall product is consistently rated the best by Gartner,
and the company achieves very high customer satisfaction scores,
giving us confidence it will succeed in making online information
only available to those permitted to see it.
Connecting people: We believe access to easy communication
tools and information, increasing amounts of which are online, is a
positive requisite in a more sustainable economy.
Autodesk is a leading software business, listed in the US, which
serves the global construction and manufacturing industries. It is
bringing technology to areas of the global economy that have been
nascent in terms of adoptions, such as manufacturing design and
particularly construction and building sites. The global construction
industry is in the midst of an inflection point, as traditional paper
architectural designs are replaced by digital designs on devices. This
avoids costly construction errors and wasting resources used in the
construction process.
Helios Towers is the UK-listed owner and operator of telecom
infrastructure assets. The company’s assets are in high-growth African
markets with its strategy being to grow assets in underserved markets
and contribute to providing reliable access to communications in
these countries. This will enable telecom operators to make their
networks denser to offer the greater capacity necessary to meet
increased demand for mobile data services.
Liontrust Sustainable Investment: Annual Review 2019 - 27
