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We aim to incorporate environmental, social and governance (ESG) factors in our investment decisions to generate sustainable, long-term returns.
ESG factors can materially impact a company’s long-term performance. Put simply, we believe companies that conduct their business in a responsible and sustainable way are more likely to deliver value over time.
Responsible investing is integral to our investment philosophy and approach. We invest in, and engage with, companies committed to long-term returns: these are likely to focus on stewardship, take account of their broader impact on society and avoid excessive risk-taking.
As at 31 March 2021:
Responsible Investment AUM: Assets managed according to at least one or more of the GSIA¹ seven styles of sustainable investing – USD 569 billion
Client-led exclusions²: Intentionally avoiding investments in companies, issuers, sectors or countries based on criteria related to potential negative sustainability outcomes or particular issues of concern – USD 4.4 billion
Sustainable Investment AUM: All dedicated sustainably invested assets which are managed according to the definitions below in addition to ESG integration, corporate engagement and shareholder action – USD 12.1 billion
ESG Enhanced: Covers the spectrum of approaches (e.g. ESG tilting, positive screening) to intentionally invest in companies based on relative ESG performance or momentum – USD 6.8 billion
Thematic: Actively investing in ESG related growth areas and trends, by seeking out companies or sectors that align with specific sustainable outcomes – USD 4.7 billion
Impact: Investing with proof of intent to deliver a direct, positive and measurable impact on society and/or the environment – USD 0.6 billion
Other: Assets where we do not yet formally implement at least one of the GSIA seven styles of sustainable investing – USD 52 billion
¹ Global Sustainable Investment Alliance
² One additional negative exclusion only alongside firm-wide exclusions is not sufficient to be included in Sustainable Investment AUM. This figure includes our multi-asset funds which can include investment in HSBC Asset Management funds.
Source: HSBC Asset Management, 31 March 2021
The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. The value of the underlying assets is strongly affected by interest rate fluctuations and by changes in the credit ratings of the underlying issuer of the assets.