Invesco is committed to adopting and implementing responsible investment principles in a manner that is consistent with our fiduciary responsibilities to clients. A key part of this effort is our 2016 Investment Stewardship & Proxy Voting Annual Report and our 2016 Corporate Social Responsibility Report.
We are signatories to the UNPRI, UK Stewardship Code and Japan Stewardship Code. In 2016, the FRC (Financial Reporting Council) began tiering signatories and Invesco Perpetual was assessed as Tier 1 for our robust process and adherence to stewardship code principles. You can find a copy of Invesco’s PRI Transparency Report at www.unpri.org.
Our support for responsible investment comprises the following five areas:
Environmental, Social and Governance (ESG), evaluation, screening and integration
ESG considerations are factors, among many, that may be considered as part of a robust fundamental research process.
Research, resources and training
Our teams have access to a wide range of information, including the ESG-related practices of companies worldwide.
Engagement with our portfolio companies
Our investment teams may question or challenge companies about ESG issues that could have an impact on future value.
We believe the voting of proxies should be managed with the same care as all other elements of the investment process.
Invesco recognizes its responsibility to help sustain a healthy, clean environment for future generations.
Learn more about our commitment to responsible investing.
Invesco is committed to adopting and implementing responsible investment principles in a manner that is consistent with our fiduciary responsibilities to clients. Invesco supports the Principles for Responsible Investment (PRI) and recognizes the importance of considering environmental, social and governance (ESG) issues as part of a robust investment process.
In June 2013, Invesco became a signatory of the UNPRI (United Nations Principles for Responsible Investment). The PRI is the largest and leading global responsible investment network of investment managers and asset owners in the industry. Invesco joins several other peer organizations in our support of the PRI initiative and material ESG topics.
The PRI is based on six key principles that serve as a foundational framework for large diversified investment managers to establish a well-articulated and supportive approach to ESG issues.
As part of our commitment to these Principles for Responsible investment:
More than $50 billion in ESG integrative approaches/ responsible investment AUM in 8 Investment Centers.
Plus $60 billion exclude controversial weapons.3
Exclusionary screening, values-based exclusion, norms-based screening, best-in-class, thematic, and full ESG integration.
7 Responsible Investment staff across two regions with 15 years’ average experience.
Works in close coordination with the 10 member Global Proxy Services team.
Invesco leverages multiple ESG providers.
Delivers deep Responsible Investment analysis to investment teams.
Performs market research and provides training.
Signatory to the PRI, UK Stewardship Code, and Japan Stewardship Code.
‘A’ rated by PRI in 2016 for Fixed Income, Direct Property, and Proxy Voting.
Invesco Perpetual assessed Tier 1 by FRC in 2016.
Invesco has a deep engagement practice and active ownership platform.
Invesco IQS leverages Vigeo Eiris, an ESG leader, for targeted engagement, letter writing, and screening.
Deep conviction, investor led and investor driven with 24/6 coverage globally.
Invesco voted 99.86% of all meetings.
Voted 18,000 meetings, 197,000 proposals, and 78,000 ballots.
Invesco Real Estate has three funds ranked #1 in their peer group for the 2016 Global Real Estate Sustainability Benchmark (GRESB) assessment.
Ranked #1 in amLeague’s Global Low Carbon Mandate for April, July, and September 2016.
Development of RI white papers in collaboration with global experts.
“Sustainable investing … but how?”
“Sustainable investment - getting it right”
PRI’s ESG Engagements Advisory Committee
Source: Invesco as of March 31, 2017.
1 Data as of 2016. PRI = Principles for Responsible Investment. For additional information please go to invesco.com.
Any reference to a ranking, a rating or an award provides no guarantee for future performance results and is not constant over time.