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Responsible investing

Asset Management (AM) aim to incorporate environmental, social and governance (ESG) factors into our investment decisions to generate sustainable, long-term returns.

Our vision in Responsible Investment

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

As trusted guardians, AM 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.

AM 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.  AM 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.

AM 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.

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

Engagement and stewardship are powerful tools of change.

AM 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.
© Copyright 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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:


ESG integration
Integrating ESG analysis as part of our investment process. Developing solutions based on client needs to mitigate risk and capture opportunities.


Active ownership
Engaging with companies to improve market transparency and sustainability disclosure.


Leadership
Engaging with policymakers and industry leaders to support the transition to a low-carbon economy, while also supporting behaviour change through engagement with clients and stakeholders.

Responsible Investment Policy

Our Responsible Investment Policy sets out our ambitions and our approach to responsible investment, how AM implement our commitment to the UNPRI across our business, and describes how AM meet the requirements of the EU Sustainable Finance Disclosure Regulation (SFDR). In addition, our Responsible Investment Implementation Procedures set out the approach AM take to identify and respond to principal adverse sustainability impacts and how AM 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


Disclaimer

Commissions, trailing commissions, management fees, investment management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other government deposit insurer or financial institution. The net asset values of all mutual funds, including the Funds, change frequently and any past performance may not be repeated. For money market funds, there can be no assurances that such funds will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Read more