Responsible Investment


As responsible investors, we seek to help clients meet their financial and sustainable objectives.

ESG integration

ESG integration means incorporating financially material ESG factors into our investment analysis to better understand risk and uncover potential opportunities.

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Responsible solutions

Our responsible investment solutions build on ESG integration to provide a range of investment capabilities designed to meet clients’ financial goals and objectives while allowing them to invest in a way that aligns with their values and views on responsible investing.

Climate change

Climate change presents long-term risks to companies, the industries in which they operate and society. As a global financial institution, we aim to deliver returns responsibly and with acceptable levels of risk. Integrating climate risk into our research processes is a critical part of this.

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Sustainable Finance Disclosure Regulations

The SFDR is a major piece of EU legislation which sets out sustainability-related disclosure requirements for financial market participants such as Asset Managers.  These regulations aim to

  • build trust in the area of sustainability and fight greenwashing

  • increase transparency and disclosure around sustainable finance products and investments 

  • give investors more information to make informed investment decisions.

For more information on how Aegon Investment Management B.V has implemented the regulation from SFDR please read the Statement of Compliance.

Statement of Compliance
Principal Adverse Impact Statement
Responsible Investment Report 2023

Our latest report details our commitment to continuously strengthen our efforts to integrate environmental, social, and governance (ESG) factors into our investment practices. Our efforts address climate change, biodiversity and human rights through active company engagement, launching innovative investment solutions and driving transparency. We manage assets with the aim of delivering meaningful impact alongside financial returns, demonstrating responsible practices for a sustainable future.

 

Responsible Investment Report 2023
ESG Integration

 

Our commitment to responsible stewardship is a core principle that guides how we manage our client’s assets across fixed income, real assets, equities, and multiasset strategies. Our investment teams integrate material ESG factors and stewardship considerations into the investment process in a comprehensive manner, where possible. The approach can vary across asset classes, but the underlying philosophy remains consistent – to evaluate financially material ESG issues alongside traditional analysis as part of a comprehensive assessment of risks and potential opportunities.

 

Aegon AM has developed tailored methodologies to integrate material ESG considerations across asset classes.

Environmental

Greenhouse Gas emissions

Water and wastewater impacts

Hazardous materials and air quality

Biodiversity impacts

Material sourcing

Product design and lifecycle management

Social

Human rights and stakeholder engagement

Data privacy

Product safety and sales practices

Health and safety

Labour management

Supply chain management

Governance

Governance structure

Accounting practices

Remuneration

Business ethics, fraud and corruption


Cyber security

Responsible Investment Framework
Responsible Investment Solutions

 

Integrating ESG analysis into our investment process is only one part of our responsible stewardship approach for clients. We aim to be a market leader in developing effective solutions that help our clients meet their responsible investment needs and goals. We segment our responsible investment capabilities into five categories, as set-out in the table below. These solutions serve as building blocks that can be combined to create customized client strategies.

Exclusions and Ethical

Identify companies to exclude usually based on their activities and led by client preferences.

Best-in-class ESG

Select companies with relatively superior ESG profiles based on financially material ESG issues.

Sustainable

Select companies better aligned to sustainable economic activities or the Sustainable Development Goals.

Impact Investing

Select projects, borrowers or issuers able to demonstrate measurable social or environmental impact.

Not all products are available to all investors or in all jurisdictions. Strategies are generally offered through locally licensed affiliates. Certain capabilities may not be open to new investors. 2Climate benchmarks include Paris Aligned, Climate Transition or another customized benchmark that incorporates climate criteria.

Sustainable & Ethical funds

 

Our responsible solutions build on ESG integration to provide a range of investment capabilities designed to meet clients’ financial goals and objectives whilst allowing them to invest in a way that aligns with their values and views on responsible investing.

Aegon Ethical Cautious Managed Fund

This fund invests in a mix of ethical stocks and bonds to provide income and growth. It combines holdings from our Ethical Equity and Ethical Corporate Bond funds. The fund excludes certain investments based on ethical criteria and focuses on companies with strong environmental, social and governance practices. 

 

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Aegon Ethical Corporate Bond Fund

The Aegon Ethical Corporate Bond Fund is an actively managed fund investing in sterling-denominated corporate bonds. The fund sits within our Ethical range of products and uses established approach using client-led exclusion criteria to screen out controversial industries and activities.

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Aegon Global Sustainable Sovereign Bond Fund

The Aegon Global Sustainable Sovereign Bond Fund aims to invest in financially strong countries that contribute to the improvements in sustainability targets as defined by the UN Sustainable Development Goals (SDGs).