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.
Environmental, social and governance (ESG) factors are important investment performance drivers, from both a return and a risk perspective.
We use ESG insights across our whole offering to generate value for clients.
Environmental, social and governance (ESG) factors are important investment performance drivers, from both a return and a risk perspective. We use ESG insights across our whole offering to generate value for clients.
AllianzGI has been a pioneer in sustainable investing. We launched our first sustainable investing strategy 20 years ago. And we are actively engaged with leading organisations to help shape dialogue and best practices that will better serve investors and communities as a whole.
Source: Allianz Global Investors, 2019. For illustrative purposes only.
Our ESG strategy acknowledged by PRI
AllianzGI was awarded an ‘A+’ rating for its overarching approach to ESG Strategy and Governance for the third year in a row. This category encompasses ESG policies, objectives, memberships and considers how the firm promotes ESG efforts internally and externally.
Overall, AllianzGI achieved the highest possible, ‘A+’ score for three categories: Strategy & Governance, Infrastructure Equity and, for the first time, Listed Equity – Incorporation.
Strategy & Governance
Listed Equity – Incorporation
Listed Equity – Active Ownership
Fixed Income – SSA
Fixed Income – Corporate Financial
Fixed Income – Corporate Non-Financial
Fixed Income – Securitised
The annual assessment report from the PRI Association (“Principles for Responsible Investment”) looks at signatories' progress incorporating E, S & G factors into investment decisions, and aims to provide feedback to support the ongoing development of signatories' E, S & G credentials.
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.
AUM data as at 31 December 2018. 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. Environmental, Social and Governance (ESG) strategies consider factors beyond traditional financial information to select securities or eliminate exposure which could result in relative investment performance deviating from other strategies or broad market benchmarks. There is no guarantee that actively managed investments will outperform the broader market. Past performance is not indicative of future performance.
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