Responsible investing

Our vision in Responsible Investment

Together with our clients, asset managers can help create a more sustainable world.

As trusted guardians, we allocate capital and engage with holdings to encourage sustainable behaviour, helping our clients achieve their sustainability goals and fight against climate change.

The global shift towards sustainable investing means more opportunities.

We see a multi-decade investment opportunity where new technologies, business models, investment products, alongside ESG integration, will facilitate both wealth creation and sustainable outcomes in the long term.

The net-zero transition will give rise to new, valuable asset classes.

Natural, human and social capital are the world’s most precious resources. We support their development into investible asset classes with the aim of directing capital towards the UN Sustainable Development Goals.

Sustainable investing is embedded into our fiduciary duty.

We invest with purpose and discipline. Our approach incorporates valuation and materiality frameworks, constantly striving to improve risk-adjusted returns whilst integrating sustainability across the platform.

A sustainable world is fair and inclusive.

We are committed to helping our stakeholders prosper – our clients, shareholders, employees and the societies which we operate in, developing countries in particular. No one should be left behind in a just transition.

Engagement and stewardship are powerful tools of change.

We hope to offer the best to our future generations by promoting positive behaviour throughout invested companies and advocating for a more sustainable financial system in collaboration with the industry.

Why HSBC Asset Management?

	Long-term commitment to RI 20+ years of RI experience		Recognised leader in ESG integration Our Strategy and Governance score from the PRI		Awarded “ESG Advanced” by Morningstar1 “Among the industry’s strongest ESG proponents”
	Innovative sustainable investment solutions Responding to sustainability challenges		Extensive resources and global expertise Unique global perspective with expert insight		Well positioned to influence the future of RI Working with stakeholders to shape the future

As at 30 September 2021.
Sources: Morningstar, HSBC Asset Management. For illustrative purposes only.
1. Out of 140 strategies and 34 asset managers assessed by Morningstar only five asset managers earned a Morningstar ESG Commitment Level of Advanced.
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Our ambition is to be a leader in responsible investment and drive the transition to a more sustainable economy for the long-term benefits of our clients and society through:

Responsible Investment Policy

Our Responsible Investment Policy sets out our ambitions and our approach to responsible investment, how we implement our commitment to the UNPRI across our business, and describes how we meet the requirements of the EU Sustainable Finance Disclosure Regulation (SFDR). In addition, our Responsible Investment Implementation Procedures set out the approach we take to identify and respond to principal adverse sustainability impacts and how we consider ESG sustainability risks as these can adversely impact the securities our funds invest in.

Further detail on our approach and commitments is available in the ‘Policies and Disclosures’ section