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.
In the past two years, we have multiplied the assets we manage in sustainable investment strategies to EUR 165 billion. And, through collaboration, we work to ensure that material ESG risk considerations are top of mind for all our portfolio managers.
Active is: Fostering a low-carbon economy
"While the coronavirus outbreak will likely weigh on the economic outlook for some time, we should draw hope from the unprecedented global solidarity shown during this crisis. A similar international effort will be critical in preventing global warming and facilitating the transition to a carbon-neutral economy."
Tobias Pross, CEO
Active is: Allianz Global Investors
In 2019, our engagement activities spanned 333 companies in 28 markets. In total, we conducted 448 engagements – up 31% on 2018 – and addressed climate and environmental risks with 82 companies.
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.
Sustainable investing is in our DNA
Data as at 31 December 2019, AuM as at 30 June 2020
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.
AUM data as at 30 June 2020. 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.
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