Please upgrade your browser

We take your security very seriously. In order to protect you and our systems, we are making changes to all HSBC websites that means some of the oldest web browser versions will no longer be able to access these sites. Generally, the latest versions of a browser (like Edge, Chrome, Safari, etc.) and an operating system family (like Microsoft Windows, MacOS) have the most up-to-date security features.

If you are seeing this message, we have detected that you are using an older, unsupported browser.

See how to update your browser

Our commitment to ESG

Morningstar

We are delighted to have been awarded an ESG commitment level of “Advanced” by Morningstar.

Out of 140 strategies and 34 asset managers assessed by Morningstar only five asset managers earned a Morningstar ESG Commitment Level of Advanced. Morningstar defines advanced as those firms who are among the industry’s strongest ESG proponents and are deliberate in integrating ESG considerations into their investment processes using robust resources and formal monitoring.

The measure – which results in a score of Low, Basic, Advanced or Leader – was developed to “help investors discern funds and asset managers that truly focus on sustainable investing from those that incorporate ESG factors but in a limited way.”

 

Why it matters: How the team did it:

The importance of ESG criteria continues to grow rapidly, but many investors feel confused about the claims they hear and it has become harder to separate funds and asset managers that truly focus on sustainable investing, according to Morningstar.

The report says this rating makes us “among the industry’s strongest ESG proponents” who are “deliberate in integrating ESG considerations into their investment processes using robust resources and formal monitoring”.

This supports the hard work that’s going into our Sustainable Investing strategy and evidences that we’re playing our part in helping to create a better world – for our clients, our people, our investors, our communities and the planet we all share.

The rating is the result of close collaboration between teams across Asset Management, including the Responsible Investment & CIO teams, Sales, Consultant Relations and RFP team.

Our philosophy

At HSBC Asset Management, we believe that Environmental, Social and Governance (ESG) issues can have a material effect on company fundamentals and performance over the longer term. Evaluating how companies manage their impact on the environment, their relationships with stakeholders, and their operations enables us to identify potential risks and opportunities which financial markets may not price appropriately.

Environment

Environment

• Greenhouse gas emissions

• Resource depletion

• Water use

• Waste and pollution

• Deforestation

 

Social

Social

• Regard for human rights

• Development and treatment of staff

• Oversight of supply chain

• Health and safety of stakeholders

• Regard for human rights

Governance

Governance

• Executive pay

• Business ethics and culture

• Political lobbying and donations

• Diversity and structure of board

• Regard for shareholder rights

In the last year, HSBC Asset Management has:

Find out more here