Responsible investment

We aim to incorporate environmental, social and governance (ESG) factors in our investment decisions to generate sustainable, long-term returns.

ESG factors can materially impact a company’s longer-term performance. Put simply, we believe companies that conduct their business in a responsible and sustainable way are more likely to deliver value over time.

Responsible investing is integral to our investment philosophy and approach. We invest in, and engage with, companies committed to long-term returns: these are likely to focus on stewardship, take account of their broader impact on society and avoid excessive risk-taking.

As of September 30, 2020:

Responsible investment AUM:   $508.7 billion (Managed according to one or more of the seven GSIA1 styles)

Sustainable investment AUM:  $10.3 billion (Dedicated to one or more of the seven GSIA1 styles--also incorporating ESG integration, corporate engagement and shareholder action)

Other AUM: $58.8 billion (Not yet managed with formal implementation of one or more of the seven styles of GSIA1 sustainable investing)

1 GSIA is the acronym for the Global Sustainable Investment Alliance, a collaboration of sustainable investment organizations around the world. The GSIA aims to support the impact & visibility of sustainable investment organizations at the global level and to integrate sustainable investment in financial systems.