HSBC Investments (formerly HSBC Asset Management) has a worldwide network of investment and client relationship management teams delivering a full range of investment solutions for clients. We have a dedicated sustainable & responsible investments (SRI) team of six based in Paris and London, comprising SRI analysts and Product Specialists. Our SRI analysts conduct research based mainly on input from one to one meetings with companies, brokers and external rating agencies. We have established a monitoring committee that brings together internal and external specialists, including individuals from companies, non-governmental organisations and leading universities.
We manage funds across Europe on either a negative or a positive screening basis, depending on client requirements. When we employ a negative screening approach, we use internal and external research to agree with the client a list of stocks to be avoided. Our positive screening process has two independent and successive steps: first, defining an SRI universe from the overall universe (performed by our SRI analysts) and second, portfolio construction and implementation based on the investment styles of our specialist businesses e.g. Halbis, Sinopia.
Our SRI team has a programme of ongoing meetings with a large number of companies on social and environmental issues. At these meetings, our fund managers and analysts may also raise concerns about companies' corporate governance.
2007 Sustainability Report
(39 page pdf 1,744K)