ESG investing
2022 CORPORATE RESPONSIBILITY REPORT

ESG investing

Our ESG approach is investment-led and client-centric. Our Global ESG team provides support and analysis, while our investment managers maintain discretion on portfolio decisions.

Our ESG approach

We integrate financially material considerations in our investment capabilities, taking into account critical factors that help us deliver strong outcomes to clients. As investors in global equities, corporate and sovereign fixed-income instruments, as well as real estate and multiasset strategies, we recognize the differences between asset classes and geographies. We apply ESG principles in a variety of ways, depending on the asset class and strategy.


Active ownership

We exercise our rights and responsibilities as stewards of capital and use our expertise to cast voting decisions in our clients’ best interests.
 

Innovation & data

We believe having quality data on ESG factors is critical for effective investment analysis. We are enhancing our ESG data and analytics capabilities by building out and updating our proprietary tools, including ESGintel, PROXYintel and ESGCentral. These tools assist with research, portfolio reviews, portfolio optimization, engagement and proxy voting.
 

Client partnerships

Invesco has a client-centric ESG approach focused on customizing solutions to client needs and objectives. We provide a comprehensive range of ESG-focused capabilities that enable clients to express their values through investing. At the same time, there are clients that have requested ESG investment guidelines and restrictions be placed on their portfolios. Our investment solutions are designed to help clients remain aligned with what they value most.
 

Industry engagement

Invesco participates in relevant industry initiatives to promote the continued improvement of functioning financial markets. We are involved in industry bodies, including Principles for Responsible Investment (PRI), the Net Zero Asset Managers initiative (NZAM), the Global Real Estate Sustainability Benchmark (GRESB) and the Task Force on Climate-related Financial Disclosures (TCFD). We engage policymakers on the latest ESG regulations and have academic partnerships with the University of Cambridge and Tsinghua University. View the full list of industry organizations we engage with in the GRI index.

FEATURED-MBL-Approach-inline-image