Australia & NZ, Institutional
Change
Annual sustainability report
Sustainability is a strategic priority for our firm and an integral part of our commitment to our clients. By focusing on our clients’ objectives and pairing intellectual curiosity with discipline, we believe we can help our clients meet their long-term goals in a changing world.
Integrated research aiming to help mitigate risks and enhance returns
For many teams, ESG research is an input or investment lens to help assess the value of investments. The “weight” or prominence of this input differs based in large part on the ESG topic, the security type, and the team’s investment discipline and philosophy and process.
ESG research is available to all investment teams.
Science-based collaborations with Woodwell Climate Research Center and the MIT Joint Program on the Science and Policy of Global Change to inform our climate research.
Data-driven technologies, climate maps, portfolio reviews, and dashboards are increasingly being drawn-on by our investors to conduct ESG research.
Influential engagement to test and promote resilient business practices
- Career industry analysts and experienced portfolio managers with access to company boards and management teams
- 17,500 company meetings with 4,500 public-market issuers in 97 countries
- Developed original engagement and disclosure guidelines such as our Physical Risks of Climate Change (P-ROCC), a framework to help companies build climate resiliency and enhance disclosures
Innovative strategies aimed at better client outcomes
Impact investing
Invests in companies and issuers that we believe are making measurable improvements to major social and environmental problems
Climate investing
Invests in companies focused on addressing the climate challenge through mitigation, adaptation, or innovation
ESG forefront investing
Seeking to deliver attractive risk-adjusted returns with actively managed approaches that embed ESG analysis into the investment philosophy and process
Sustainable thematic investing
Invests in economic activities that we believe contribute to a specific positive social or environmental outcome
Industry leadership to foster a more sustainable world
Founding member of Net Zero Asset Managers initiative
Engagement with regulators and standard setters such as SEC, ISSB, and EFRAG to enhance ESG-related corporate disclosure
Senior-level representation on the UN Principles for Responsible Investment board, Net Zero Asset Managers initiative steering and implementation committees
Launched virtual power purchase agreement (VPPA) to fully match with renewables the electricity usage from our US corporate offices and US employees' homes — an amount representing approximately 80% of our total global electricity usage
Partnerships to learn and share knowledge
To complement our research on sustainable investing, we partner with leading organizations to educate ourselves and provide leadership on asset-management perspectives.
A voluntary framework by which investors can incorporate ESG issues into their decision-making and ownership practices.
Addresses the world's biggest sustainability challenges by inspiring its network to integrate ESG practices.
Develops disclosures for use by companies in providing information to relevant stakeholders.
The 17 goals and 169 underlying targets aim to increase global economic growth, decrease inequality, and promote peace.
Manages a global carbon disclosure system that provides company, city, and regional leaders with data for making critical environment-related decisions.
Nonprofit industry leader setting standards for impact investing across asset classes.
