Sustainability-related disclosures
We developed a range of innovative solutions to support our clients who want to allocate capital to achieve specific sustainable outcomes. Our range include low carbon fixed income and equity, thematic and sustainable multi-asset portfolios. Where clients have specific constraints, we were able to create customised solutions to meet their needs.
For more information on how we assess, measure and monitor the environmental and social characteristics or the impact of sustainable investments in our products please, refer to our ‘Responsible Investment Policy’ and ‘Implementation Procedures’. For our overall sustainability disclosure policy, and other policies related to sustainable investments, please refer to ‘Policies and Disclosures’.
Sustainable investing range
(EU Sustainable Finance Disclosures Regulation - Article 8¹ and Article 9²)
Mutual Funds
You can find the full list of HSBC Asset Management’s mutual sustainable investment funds and their associated disclosures in our Fund Centre. Please select the relevant fund from the list and click on the ‘ESG information’ tab.
Alternative Solutions
Please choose your location from the list below to read disclosures for our alternative fund range.
Impact Strategy 2022
Impact Strategy 2022 is a feeder fund that invests substantially all of its assets into a KKR managed Global Impact strategy (the “Fund” or “KKR”). The Fund will invest in businesses focused on mitigating and adapting to climate change, helping people across the globe achieve learning and employment outcomes, allow for more sustainable living across cities, circular economies, and consumption, and enhance inclusion across a number of areas – with the goal of broadening and deepening their positive impact. The Fund will invest in businesses that contribute solutions to specific UN Sustainable Development Goals (UN SDGs) and generate impacts that are measurable and reportable, either directly through its core business model, or indirectly through the way the company differentiates its core business model. Additionally, KKR will seek to improve a company’s ESG performance during its period of ownership, through monitoring and reporting on ESG related performance. KKR intends to work with each portfolio company to appropriately integrate and monitor progress on material ESG issues and impact performance aligned with the UN SDGs.
All of the Fund’s investments will be subject to the Fund’s sustainable investment objective. KKR will ensure that each investment does no significant harm to other environmental or social objectives by applying the most relevant indicators (quantitative and qualitative) for adverse impacts on sustainability factors. The Fund will also check for each investment that companies have processes and compliance mechanisms to monitor compliance with the UN Global Compact principles and Organisation for Economic Cooperation and Development (OECD) Guidelines for Multinational Enterprises, and for related violations.
KKR will seek to improve a company’s ESG performance during the ownership period and will measure and report on this as guided by third party frameworks, primarily using data from portfolio companies. KKR will assess the good governance practices of each investment as part of its due diligence. At the outset and on an on-going basis, KKR will seek to ensure that each investment has sound management structures in place, including in relation to executive compensation, and has a risk framework to prevent illicit business practices or misconduct.
Real Estate Strategy 2024
Real Estate Strategy 2024 is a master / feeder fund structure that invests substantially all of its assets into a Brookfield managed Real Estate strategy (the “Underlying Fund”).
The Underlying Fund's primary objective is to seek attractive opportunistic risk-adjusted returns by acquiring positions of control or significant influence in real estate and real estate companies globally capitalizing on market instabilities and volatility and accessing growth opportunities.
The Underlying Fund seeks to promote the four environmental and social characteristics below.
Read the full Real Estate Strategy 2024 Disclosure (PDF, 209KB)
¹ Article 8 Product = A financial product promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices
² Article 9 Product = A financial product which has sustainable investment as its objective and an index has been designated as a reference benchmark