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ESG strategies

A recognised leader with over 30 years of responsible investing history.

We launched our first ethical equity strategy² in 1989. Since then, we have broadened our capabilities to include ethical corporate bond² and cautious managed portfolios². In 2016 we further expanded our range with the launch of a global sustainable equity strategy. Today we manage USD 2.6 billion* in ethical and sustainable strategies² and we are a leader in responsible investment.

We monitor material environmental, social and governance issues associated with the industries and companies in which we invest through a wide range of channels. There is a strong relationship between our corporate governance team and our fund managers and stock analysts, which enables material non-financial information to be incorporated into our investment processes.

* as at 30 June 2020

Distinguishing characteristics

We strive to identify and understand the key environmental, social and governance (ESG) risks for each of the companies, industries and sectors in which we invest.
We recognise that stakeholder expectations about the role of corporations in society are changing and we believe we have wider responsibilities to encourage high standards in the companies we invest in.
We believe that a company’s ESG performance is most appropriately considered within the context of its industry’s competitive landscape, in relation to its peers and the geographic regions in which it operates.
An understanding of the ESG issues that a company faces therefore requires an in-depth knowledge of the sector in which it operates.
We work closely with the Responsible Investing team whose 14 members have over 30 years’ combined industry experience.

Our offering

Aegon Asset Management UK offer a broad range of strategies within the equities space.

Global Sustainable

UK Ethical

Overview

A portfolio of UK stocks that excludes companies engaged in unethical activities and integrates ESG considerations in bottom up analysis.

Distinguishing characteristics

One of the longest running UK ethical equity strategies - performance record of over 30 years.
Mid and small-cap tilt leveraging our expertise in the area.
Strict and transparent ‘client led’ ethical screen helps align our approach with investors preferences.
Highly regarded ethical approach recognized by third-party rating agencies.
Draws on Aegon Asset Management’s Responsible Investment team.

The exclusions the managers apply are informed by our engagement with clients to understand their concerns and the experience we have gained during 30 years of managing ethical strategies. Although the fund does not apply any positive screening criteria, it may invest in themes that could be considered socially responsible, like alternative energy or social housing companies, but only when these companies pass the initial exclusion criteria.

Current ethical and sustainable themes

Curent ethical themes.png

We use both external screening databases and in-house research to ensure the companies in our ethical universe are suitable for investment. The following table shows our exclusion criteria:

Animal welfare	X Provide animal testing services or manufacture or sell animal-tested cosmetics or pharmaceuticals. X Have any involvement in intensive farming. X Operate abattoirs or slaughterhouse facilities. X Are producers or retailers of meat, poultry, fish or dairy products or slaughterhouse by-products.
Military	X Manufacture armaments, nuclear weapons or associated strategic products.
Nuclear power	X Own, operate or provide critical services to nuclear facilities.
Environment	X Are involved in activities which are commonly held to be environmentally unsound, including manufacturers of PVC, ozone depleting chemicals and hazardous pesticides. X Are in breach of internationally recognised conventions on biodiversity and companies in energy intensive industries which are not tackling the issue of climate change.
Political donations	X Have made political donations of more than £25,000 in the past 12 months.
Genetic engineering	X Have patented genes.
Gambling	X Have investments in betting shops, casinos or amusement arcades accounting for more than 10% of their total business.
Alcohol	X Derive more than 10% of their total business through involvement in brewing, distillation or sale of alcoholic drinks.
Tobacco	X Derive more than 10% of their business from the growing, processing or sale of tobacco products.
Pornography	X Provide adult entertainment services.
Banks	X Are corporate or international banks with exposure to large corporate or Third World debt.
Oppresive regimes	X Operate in countries with poor human rights records, and which have no established management policies on human rights issues.

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Products	The nature of the products and services that a company provides (what a company does)
Practices	Operational practices and standards (how a company does it).
Improvement	Whether it has a track record of improvement or has meaningful ambitions to improve.

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