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Stewardship

Our Global Approach

Stewardship is a powerful tool for change

Stewardship aims to improve risk-adjusted return of investment through positive change outcomes. We engage with a range of stakeholders in society to support better long term sustainable outcomes for the investors we serve.

Nicolas Moreau, CEO HSBC Asset Management

Stewardship at HSBC Asset Management

Explore the latest video on our stewardship approach featuring insights on how we influence companies and embed engagement in the Asia Fixed Income investment processes.

How can stewardship add value?

 

Driving growth

Stewardship means acting in the best interests of asset owners. This includes holding company boards accountable for the execution of strategies that can deliver long term value to stakeholders. Discussions with companies can also help us spot emerging sustainability themes.

Managing risks

Stewardship activities can encourage companies to evaluate how they will navigate the constantly changing landscape of emerging risks.
 
 

Improving transparency and disclosure

Better disclosure means less uncertainty for investors, which potentially lowers the cost of capital. In the process of disclosure, companies can also gain additional insights into their business.

Delivering positive social and environmental outcomes

Stewardship can encourage issuers to act with a deeper understanding of their environmental and social impact, taking different stakeholders’ interest into account.
 

Stewardship Plan 2024 Global Voting Guidelines
This playbook guides our investment teams in engaging with portfolio companies. Exercising our voting rights is a core part of our stewardship activity and broader responsible investment approach. These guidelines set out our approach on key voting issues.

How do we engage?

How do we engage?

Click to enlarge the image

For our voting disclosure, please click here.


Types of engagement

Proactive engagement

Led by portfolio managers, analysts and the stewardship team, proactive engagement is conducted following a priority list created to ensure that we maximise the potential positive impact of our engagement efforts.

Reactive engagement

When a controversy arises, we engage with the company to address our concern. This can include discussing a remediation plan and controversy management depending on the nature and severity of the issue.

Collaborative engagement

We signed up to a number of collaborative initiatives that tackles specific sustainability issues, such as FAIRR initiative that focuses on the food sector and PRI Advance on human rights. Collaboration helps amplify our impact as a minority investor (particularly with companies that are otherwise challenging to engage with) with the ultimate goal to enhance value for our investors.

Policy Engagement

Where possible, we engage in conversations with regulators or governmental bodies directly or via membership in industry or green finance associations to provide insights in the development of ESG related framework or guidelines.


Our core themes of engagement

The thematic priorities serve as guidance to the investment function, and in setting engagement objectives for issuers in our portfolios.

Climate change

Human rights

Biodiversity and nature

Inclusive growth and shared prosperity

Corporate Governance

Trusted technology and data

Diversity, equity and inclusion

 

Disclaimer
The information presented may refer to HSBC Asset Management's global AUMs/figures and global policies. Even though local entities of HSBC Asset Management may be involved in the implementation and application of global policies, the numbers presented and the commitments listed are not necessarily a direct reflection of those of the local HSBC Asset Management entity

Today, we and many of our customers contribute to greenhouse gas emissions. We have a strategy to reduce our own emissions and to help our customers reduce theirs. For more information visit https://www.assetmanagement.hsbc.com/about-us/net-zero

Begin your journey here

Looking to dream big? Start your journey here.

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