Policies and Disclosures
Our Responsible Investment policies, commitments and standards set out our approach to responsible investment and explain our key corporate commitments to the Net Zero Asset Managers initiative and the Finance for Biodiversity pledge. They also set out our firm-wide policies on Energy, Thermal, Coal and Banned Weapons.
We may over time update, consolidate, or withdraw certain policies and documents, as our approach to responsible investment evolves.
Policies and methodologies
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Responsible Investment Review |
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Change Log
Date |
Change |
| February 2025 | Stewardship and Conflict of Interest removed from website |
| December 2024 | Energy Policy, Thermal Coal Policy, Responsible Investment Policy, Alternatives Responsible Investment Policy updated. Biodiversity and Climate Change Policies withdrawn; commitments to Finance for Biodiversity Pledge (biodiversity) and Net Zero Asset Managers initiative (climate change) still reflected in Responsible Investment Policy. |
| March 2024 | Responsible Investment Policy, Alternatives Responsible Investment Policy, Global Voting Guidelines and Responsible Investment Review updated |
| November 2023 | Energy Policy newly published and Coal Policy updated |
| September 2023 | Responsible Investment Implementation Procedures removed from website |
| July 2023 | User Guide on Principal Adverse Indicators newly published and Sustainable Investment Methodology updated. The HSBC Investment Funds (Luxembourg) S.A. Entity report (Article 4) from 30 June 2023 has been re-published on the website, as we adjusted the calculation in PAI 5a, PAI 9 & PAI 16 and the data in PAI 6 & PAI 12. These figures have therefore been updated within the report. To accommodate these changes we have also amended the explanation in PAI 6 (coverage) & PAI 9 (with regard to the explanation of the calculation methodology). The explanation for PAI 13 has also been slightly modified. |
| June 2023 | Biodiversity Policy, Banned Weapons Policy, Climate Change Policy, Global Voting Guidelines, Responsible Investment Policy and Responsible Investment Implementation Proceduresupdated during annual review. |
| January 2023 | Sustainable Investment Methodology newly published and Article 4 disclosure updated |
| September 2022 | Coal Policy and Alternatives Responsible Investment Policy newly published |
| August 2022 | Green Impact Investment Guidelines updated |
| June 2022 | Responsible Investment Implementation Procedures, Biodiversity Policy, Banned Weapons Policy, Climate Change Policy and Global Voting Guidelines updated during annual review |
| January 2022 | Responsible Investment Policy updated during annual review |