We are pleased to introduce The Investment Intelligence Podcast, where experts discuss all things investing, from recent market developments, to strategy, sustainable investing, asset allocation, risk management and more.
We started our sustainable investing journey 20 years ago and were early to sign the United Nations Principles for Responsible Investment (UN PRI) in 2007. We believe that sustainable investing can generate positive performance not just for our clients, but for the community at large.
We aim to integrate environmental, social and governance (ESG) factors throughout our entire investment value chain to better manage risk and generate sustainable, long-term returns. Given the diversity of investors’ objectives and requirements we provide sustainable investing processes with a broad range of approaches, adaptable to different levels of ESG incorporation and client preferences. These enhance our clients’ investment decisions while helping create benefits for society as a whole.
Data as of 31 December 2020
*includes 156.2 bn EUR of Integrated ESG assets which are not considered sustainable according to the EU Sustainable Finance Disclosure Regulation
AllianzGI’s dedicated ESG research team provides our portfolio managers and sector analysts with ESG knowledge and insights contributing to better investment decisions as they consider ESG risks and opportunities that may not have been fully priced by the markets. The ESG research team offers specialist expertise across the entire spectrum of ESG-related requirements, including:
ESG research, both company-specific and thematic
Proprietary SRI/ESG ratings model for dedicated strategies
Research to support proxy voting as well as company and policy-level engagement
As a starting point, MSCI research and numerical ratings are made available to all investors through our proprietary research database and collaboration system. The use of third-party ratings and underlying research helps us to achieve necessary coverage, while also indicating to our investors the likely market view on companies in their portfolios.
The added value for our clients comes from proprietary insights obtained through internal knowledge of the company’s business, our in-house ESG expertise, and collaboration and discussion around ESG risks and factors. Analysts and portfolio managers are at the core of this process, undertaking initial review of third-party research and formally requesting further analysis and input from the ESG research team.
All output from the ESG research team, including comments from sector analysts and portfolio managers, is available on our collaboration platform alongside all other information and research on the company. Upon completing ESG research on a company, the ESG analysts post their views, highlight identified ESG tail risks or material opportunities, and make a decision with regard to the company’s intrinsic ESG rating.
This approach ensures we are not overly reliant on external research and can generate independent and differentiated insights into ESG topics ahead of the market, while ensuring full transparency internally.
Source: Allianz Global Investors. Any differences in totals are due to rounding. Impact comprises different strategies targeting climate transition, environmental projects and renewable energy. Environmental, social and governance (ESG); Sustainable & responsible investing (SRI); Dow Jones Sustainability Index (DJSI); Principles for responsible investing (PRI). Sustainability leadership and inclusion in the DJSI are based on the research of and an evaluation of questionnaires submitted to RobecoSAM. The PRI assessment report is based on
information reported directly by signatories. Moreover, the underlying information has not been audited by the PRI or any other party acting on its behalf.
Investing involves risk. The value of an investment and the income from it will fluctuate and investors may not get back the principal invested. Investing in the water-related resource sector may be significantly affected by events relating to international political and economic developments, water conservation, the success of exploration projects, commodity prices and tax and other government regulations. Past performance is not indicative of future performance. This is a marketing communication. It is for informational purposes only. This document does not constitute investment advice or a recommendation to buy, sell or hold any security and shall not be deemed an offer to sell or a solicitation of an offer to buy any security.
The views and opinions expressed herein, which are subject to change without notice, are those of the issuer or its affiliated companies at the time of publication. Certain data used are derived from various sources believed to be reliable, but the accuracy or completeness of the data is not guaranteed and no liability is assumed for any direct or consequential losses arising from their use. The duplication, publication, extraction or transmission of the contents, irrespective of the form, is not permitted.
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