Responsible Investing

At Aegon Asset Management, we are active, engaged and responsible investors. By investing responsibly, we aim to minimize risk and explore new opportunities as we seek to generate value for our clients.

Introducing our RI actions in 2020

"2020 could have been a pause for the growth of the RI industry. Instead, we saw an explosion in interest partly fueled by the resilience of sustainable portfolios to the economic shock we lived through".
 

Listen to Brunno Maradei, our Global Head of Responsible Investment, introducing our responsible investment actions in 2020.

 

 

Climate Change

 

Climate change is one of the most urgent risks facing the sustainability of our planet, prompting a shift toward zero-carbon, sustainable energy sources. This energy transition has profound implications for investors.

 


Find out more

Responsible Investment Report 2020

 

Over the last 30 years, we have built a comprehensive responsible investment approach consisting of three pillars: ESG integration, active ownership and solutions. Our Responsible Investment Report outlines our approach and key developments across these three pillars.

 

 


Read the report

Key facts

USD 245.4 billion

 

 

AuM in RI solutions

30+ years

 

 

Responsible investment experience

Team of 14

 

 

Professionals in the global RI team

As of June 30, 2021. Assets under management/advisement excludes joint ventures. Responsible investment products and services may vary regionally. Refer to the disclosures for additional information.

Latest Insights

22/04/2021 | 6 min read | Gerrit Ledderhof
01/03/2021 | 5 min read | James Rich | Sean Fanning, CFA | Tom Zorawski, PhD | Max Zhang, FRM
05/02/2021 | 10 min read | Jesús Martínez | Irina Kurochkina | Alan Buss, CFA | Emanuele Fanelli | Sarvjeev Sidhu, CFA | Hendrik Tuch

Our responsible investment approach

 

Building on our rich heritage of responsible investment stretching over the past

30 years, we’ve built a comprehensive responsible investment approach consisting of three pillars:  ESG integration, active ownership and solutions. We integrate ESG factors across our investment platform*, lead active ownership activities and provide focused responsible investment (RI) solutions.

 

Through our comprehensive responsible investment activities, we aspire to help our clients pursue better long-term outcomes while contributing to sustainable capital markets and impactful economic activities. 

 

 

 

 

 

*Aegon Asset Management integrates ESG factors across its investment platform, where applicable and as appropriate for the asset class.

ESG integration

We believe responsible investing creates opportunities to generate value and may contribute to long-term outperformance. As a result, ESG factors are systematically integrated into our bottom-up research process for corporate fixed income and equity issuers. By integrating ESG considerations with economic factors, the research teams seek to identify financially material ESG factors and arrive at an independent view of the investment.

 

  Three key benefits of ESG integration
1. Deepens our knowledge Bringing new aspects to light, providing a more comprehensive view of the investment
2. Strengthens our conviction As fundamental, research-driven investors, it can make us more confident in our decisions
3. Promotes a long-term focus Clearing the short-term noise allows us to focus on long-term and fundamental trends, risks and opportunities

 

Active management, active ownership

 

We believe taking responsibility as an investor also means being a truly active owner, not just as a shareholder but as a financier more broadly.

 

With a long-term focus, we have built a robust active ownership program that includes exercising shareholder voting rights in the best interest of our clients and engaging with issuers in an effort to mitigate ESG risk, to help better understand the opportunities that companies face and encourage more sustainable practices. Our dedicated global Responsible Investment team leads the firm’s active ownership program alongside our portfolio managers.

Responsible investment solutions

Beyond ESG integration and active ownership, Aegon AM provides a range of dedicated responsible investment solutions. From client-directed exclusions and best-in-class selection to sustainability-themed strategies and impact investing, our solutions are designed to help clients achieve their financial objectives while emphasizing ESG criteria.

Exclusions

USD 229.8 billion

 

Utilize negative screening to avoid certain sectors, companies or practices based on specific criteria

Best-in-class ESG

USD 8.9 billion

 

Seek to outperform by emphasizing positive screening of issuers with better or improving ESG practices

Sustainability-themed

USD 3.0 billion

 

Focus on issuers aligned with sustainability themes in an effort to generate competitive returns over the long term

Impact investing

USD 3.7 billion

 

Pursue financial returns alongside measurable positive social and/or environmental impact

Exclusions
Best-in-class ESG
Sustainability-themed
Impact investing

Not all products are available to all investors. Certain capabilities may not be open to new investors. Products are managed by: *Aegon AM UK; **Aegon AM US; ^Aegon AM NL This strategy is managed by a third party and may not be available to all investors or in all jurisdictions; +Aegon Real Assets US

A recognized leader in responsible investment

 

Each year various organizations assess our company’s responsible investment strategy, program and policy. We are proud to report that our responsible investment program received high ratings and rankings by key industry organizations.

 

Looking ahead, we remain committed to responsible investing and aspire to drive the industry forward by promoting best practices for the potential benefit of our clients, the industry and society at large.

 

 

A+

PRI

RI strategy and governance1

 

100/100

Sustainalytics

RI policy and program2

6th / 75

ShareAction

RI Program3

 

 

Past rankings are no guarantee of future rankings. Please refer to disclosures for important information on ratings/rankings. 1Approximately 29% of signatories received an A+ score for PRI strategy and governance module in 2020. 2Approximately 23% of 1,269 participants received a score of 100/100 for their responsible investment policy and approximately 23% of 1,181 participants received a score of 100/100 for their responsible investment program in 2020. 3ShareAction conducted a survey ("Point of No Returns", March 2020) of 75 of the world's largest asset managers across 17 countries (based on AUM as of December 31, 2017 according to IPE's 2018 Top Asset Managers List).

 

Our Responsible Investment Documents

RI-Framework-icon.jpg

Responsible Investment
Framework >>

RI-report-icon.jpg

Responsible Investment Report >>

Responsible-investment-brochure.jpg

Responsible Investment Brochure >>

active-ownership.jpg

Active Ownership Policy >>