Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.
ESG integration is the consideration of financially material ESG factors in support of portfolio management for actively managed strategies. Financial materiality of ESG factors varies by asset class and investment strategy. Applicability of ESG factors may differ across investment strategies. ESG factors are among many factors considered in evaluating an investment decision, and unless otherwise stated in the relevant offering memorandum or prospectus, do not alter the investment guidelines, strategy or objectives.
All investments involve risk and there is no assurance that an investment will provide positive performance over any period of time. There is no assurance that downside risk mitigation will be achieved.
* Assets under management data is as of 30 Jun 2022 and includes investments within multi-sector accounts.
1 Pensions & Investments, 6 June 2022. Rankings based on institutional tax-exempt assets under management as of 31 Dec 2021 reported by each responding asset manager.