These percentages represent our commitment across all our flagship funds and we strive to meet these commitment at all times, however they are subject to change depending on availability of sustainability related data and developments of the regulatory requirements.
We consider active ownership as our most important and powerful tool to promote environmental and social characteristics.
We engage investee companies collectively with other shareholders regarding subjects like climate change risk, sustainable reporting and strategy and corporate culture.
We try to influence companies to improve their social and environmental behaviour and use proxy voting to emphasize these topics. For more information see our 2022 Active ownership report.
Before we invest in companies, we use 190 environmental and social data points for our analysis. Being driven by data and our proprietary materiality matrix, ensures the right data point is used for the right purpose. Being evidence-driven, provides a consistent view allowing for comparability.
We have observed that higher ESG ratings are generally positively correlated with valuation and profitability while negatively correlated with volatility. To learn more about why we believe ESG investing is better for the long-term investment outlook please see here.
We believe in open architecture, when we are not selecting individual stocks or bonds we may use third party funds and ETF’s in areas where we believe those funds offer the best investment opportunity.
These funds go through a rigorous due diligence process to determine their attractiveness with regard to sustainability, costs, risk and return. The sustainable due diligence is performed on top of the regular financial due diligence and requirements. With regard to the sustainability due diligence for funds and ETF’s we use a proprietary scoring methodology, see here.
These funds have their own methodology to determine whether an instrument has E&S characteristics and if within that it contains sustainable investments. Here we rely on their data analysis, which can be quantitative or qualitative. They also have their own exclusion policies.
AJ Singh Head of ESG & Sustainable Investing
Bas Gradussen Sustainable Investment Strategist
Giang Vu Sustainable Investment Strategist
Martynas Rudavicius Sustainable Investment Strategist
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