Sustainability
We started our sustainable investing journey 20 years ago and were early to sign the United Nations Principles for Responsible Investment (UN PRI) in 2007. We believe that sustainable investing can generate positive performance not just for our clients, but for the community at large.
We aim to integrate environmental, social and governance (ESG) factors throughout our entire investment value chain to better manage risk and generate sustainable, long-term returns. Given the diversity of investors’ objectives and requirements we provide sustainable investing processes with a broad range of approaches, adaptable to different levels of ESG incorporation and client preferences. These enhance our clients’ investment decisions while helping create benefits for society as a whole.
*AuM as of 30 September 2022, includes EUR 111bn in ESG risk-focused strategies which are not considered sustainable according to the EU Sustainable Finance Disclosure Regulation.
Our credentials
Environmental, social and governance (ESG) factors are important investment performance drivers, from both a return and a risk perspective. We use ESG insights across our whole offering to generate value for clients.
Our credentials
AllianzGI provides ESG risk-focused products and a range of Sustainable product categories that cater for our client’s sustainability objectives and preferences. All asset classes are ESG risk assessed.
Data as at 30 June 2022.
Total assets under management are assets or securities portfolios, valued at current market value, for which Allianz Asset Management companies are responsible vis-á-vis clients for providing discretionary investment management decisions and portfolio management, either directly or via a sub-advisor. This excludes assets for which Allianz Asset Management companies are primarily responsible for administrative services only. Assets under management are managed on behalf of third parties as well as on behalf of the Allianz Group. Source: Allianz Global Investors. Any differences in totals are due to rounding.
Source: Allianz Global Investors, 2021. ESG: Environmental, Social and Corporate Governance. 1 https://www.unpri.org/signatories/signatory-directory. The PRI assessment report is based on information reported directly by signatories. Moreover, the underlying information has not been audited by the PRI or any other party acting on its behalf. This is for illustrative purposes only, not a recommendation to invest in any security/strategy.
Our ESG strategy acknowledged by PRI
AllianzGI was awarded an ‘A+’ rating for its overarching approach to ESG Strategy and Governance for the fourth year in a row. This category encompasses ESG policies, objectives, memberships and considers how the firm promotes ESG efforts internally and externally.
Overall, AllianzGI achieved the highest possible, ‘A+’ score for five categories: Strategy & Governance, Listed Equity – Incorporation, Infrastructure Equity and, for the first time, Listed Equity – Active Ownership and Fixed Income – Corporate Non-Financial.
| Module name | AllianzGI score 2020 |
AllianzGI score 2019 |
Median score 2020 |
|---|---|---|---|
| Strategy and Governance | A+ | A+ | A |
| Listed Equity - Incorporation | A+ | A+ | A |
| Listed Equity - Active Ownership | A+ | A | B |
| Fixed Income - SSA | A | A | B |
| Fixed Income - Corporate Financial | A | A | B |
| Fixed Income - Corporate Non-Financial | A+ | A | B |
| Fixed Income - Securitised | A | A | B |
| Infrastructure Equity | A+ | A+ | A |
The annual assessment report from the PRI Association (“Principles for Responsible Investment”) looks at signatories' progress incorporating ESG factors into investment decisions, and aims to provide feedback to support the ongoing development of signatories' ESG credentials.
The PRI Assessment Report aims to provide feedback to signatories to support ongoing learning and development. Each module score ranges from "A+" (highest score) to "E" (lowest score) and is calculated from a respective set of indicators grouped together in module specific sections. 2020 scores refer to reporting period January 2019 – December 2019, while 2019 scores refer to reporting period January 2018 – December 2018.
Source: Allianz Global Investors. Any differences in totals are due to rounding. Impact comprises different strategies targeting climate transition, environmental projects and renewable energy. Environmental, social, governance (ESG); Sustainable & responsible investing (SRI). Allianz Global Investors supports the UN Sustainable Development Goals (SDGs). The PRI assessment report is based on information reported directly by signatories. Moreover, the underlying information has not been audited by the PRI or any other party acting on its behalf. The Sustainable Development Goals (SDGs) are a collection of 17 global goals designed to be a "blueprint to achieve a better and more sustainable future for all". The SDGs were set in 2015 by the United Nations General Assembly, intended to be achieved by 2030
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