Integrating ESG into our investment process
We integrate environmental, social and governance (ESG) principles into our investment process alongside other factors which can impact a company's performance.
We take ESG factors into account as part of our company analysis and evaluation. ESG principles help us uncover company risks as is consistent with our fiduciary duty.
Our investment professionals use ESG research alongside financial data and other resources to generate sector-weighted ESG ratings. We do not include or retain issuers with the weakest scores in our portfolios without conducting enhanced due diligence.
Policy on investment in cluster munitions and anti-personnel mines
HSBC Global Asset Management has excluded investment in companies linked to the production and/or marketing of cluster munitions, anti-personnel mines and depleted uranium from all its active fundamental equity and fixed income strategies since 2010. We have extended this exclusion to our index and systematic active strategies.