Policies
Alternatives Responsible Investment Policy
Stewardship and Conflicts of Interest
User Guide on Principal Adverse Indicators
Change Log
Date |
Change |
| March 2024 | Responsible Investment Policy, Alternatives Responsible Investment Policy, Global Voting Guidelines and Responsible Investment Review updated |
| November 2023 | Energy Policy newly published and Coal Policy updated |
| September 2023 | Responsible Investment Implementation Procedures removed from website |
| July 2023 | User Guide on Principal Adverse Indicators newly published and Sustainable Investment Methodology updated. The HSBC Investment Funds (Luxembourg) S.A. Entity report (Article 4) from 30 June 2023 has been re-published on the website, as we adjusted the calculation in PAI 5a, PAI 9 & PAI 16 and the data in PAI 6 & PAI 12. These figures have therefore been updated within the report. To accommodate these changes we have also amended the explanation in PAI 6 (coverage) & PAI 9 (with regard to the explanation of the calculation methodology). The explanation for PAI 13 has also been slightly modified. |
| June 2023 | Biodiversity Policy, Banned Weapons Policy, Climate Change Policy, Global Voting Guidelines, Responsible Investment Policy and Responsible Investment Implementation Proceduresupdated during annual review. |
| January 2023 | Sustainable Investment Methodology newly published and Article 4 disclosure updated |
| September 2022 | Coal Policy and Alternatives Responsible Investment Policy newly published |
| August 2022 | Green Impact Investment Guidelines updated |
| June 2022 | Responsible Investment Implementation Procedures, Biodiversity Policy, Banned Weapons Policy, Climate Change Policy and Global Voting Guidelines updated during annual review |
| January 2022 | Responsible Investment Policy updated during annual review |