Sustainability

Risk, return and sustainability: the three dimensions of successful investment

Embracing change

Social and environmental change is happening faster than ever. Global warming, shifting demographics and the technology revolution are reshaping our planet. Against this backdrop the gap between investment winners and losers is set to widen and conventional financial analysis is likely to fall short.

How long-term investing is changing

The scrutiny of asset owners has never been greater. As well as ensuring that they meet their liabilities, from paying pensioners to preserving capital, there is the increasing expectation that they have a positive impact on the wider world. From improving corporate governance to limiting climate change, the pressure to create returns beyond the financial will grow. Our research shows stakeholders won’t compromise one for the other.

Analysis beyond the numbers

A forward-looking, active investment approach is needed to navigate these forces. This means understanding how a company interacts with society and its environment as well as analysing its profit lines. It means having a team of investment professionals who can apply experience and knowledge to specific situations and help manage the risks. Today, many investors want returns, but they also want their investments to provide better outcomes for society as a whole.

Highly regarded in sustainability

We are rated the No.1 pan-European manager for Responsible Investment by ShareAction, a non-governmental organisation (NGO), and have an A+ rating from the Principles for Responsible Investment (PRI), a United Nations organisation.

We look beneath the surface at the factors that make a difference to investment outcomes, rather than accepting conventional wisdom on the ‘right’ approach to sustainability. We don’t tick boxes, but add value through real insight leading to better investment decisions.

Company analysis and engagement

We have built a proprietary tool called CONTEXT that provides a way to analyse a company’s relationship with its stakeholders and the sustainability of its business model. Data driven, it provides clear evidence on how companies are managing the most material issues and generates deeper insights for investors.

We also realise that there is always room for improvement in the companies that we invest in. We use our research to inform meaningful engagements - to shift perspectives and practices, and we monitor the outcomes of these conversations, enabling the delivery of more than financial returns.

Integrating sustainability

We don’t stop at equities but use our insights to inform decisions across asset classes and geographies.

Sustainability is a fast-moving area of investment. We are working with clients to develop the right solution that targets their financial requirements whilst considering the expectations of other stakeholders. We run bespoke strategies, from ethical to impact. Realising that we are on a journey, we share our insights and our research to help build a more sustainable future.

Featured theme

Visit the below section for more information.

Sustainable investing for a changing world

Integrity

We don’t just invest in companies, we actively engage with them – promoting sustainable business practises and helping them manage risks. Find out more about our policies, memberships and industry involvement as well as the way that we apply screening and exclusions when investing.

Influence

We believe we are owners, not renters of the companies we invest in. This means we’re active and involved in how they navigate the long-term environmental, social and governance challenges they all face. See how we actively exercise our voting powers.

Interpret

We are committed to learning more about the environmental, social and governance issues which could affect your investments. Explore our knowledge and experience which can unlock value for you.

Explore all Strategic Capabilities

Liquid
Alternatives

Alpha
Equity

Credit

Emerging
Markets

Income

Multi-Asset
Solutions

Retirement

Sustainability

Private Assets

Solutions

Important Information
Any security(s) mentioned above is for illustrative purpose only, not a recommendation to invest or divest.
This material is intended to be for information purposes only and it is not intended as promotional material in any respect. The views and opinions contained herein are those of the author(s), and do not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. The material is not intended to provide, and should not be relied on for investment advice or recommendation. Opinions stated are matters of judgment, which may change. Information herein is believed to be reliable, but Schroder Investment Management (Hong Kong) Limited does not warrant its completeness or accuracy.
Investment involves risks. Past performance and any forecasts are not necessarily a guide to future or likely performance. You should remember that the value of investments can go down as well as up and is not guaranteed. Exchange rate changes may cause the value of the overseas investments to rise or fall. For risks associated with investment in securities in emerging and less developed markets, please refer to the relevant offering document.
The information contained in this material is provided for information purpose only and does not constitute any solicitation and offering of investment products. Potential investors should be aware that such investments involve market risk and should be regarded as long-term investments.
Derivatives carry a high degree of risk and should only be considered by sophisticated investors.
This material, including the website, has not been reviewed by the SFC. Issued by Schroder Investment Management (Hong Kong) Limited.

Contact Us

Level 33, Two Pacific Place,
88 Queensway,
Hong Kong
(852) 25211633

Online enquiry: Please complete the web form below and
we will reply as soon as possible.
Contact us

The investments mentioned in this website may not be suitable to all investors. The information contained in this website is provided for reference only and does not constitute any investment advice. Investors are advised to seek independent advice before making any investment decision. Past performance is not indicative of future performance. Investment involves risk and investors may not get back the amount originally invested. Please read the relevant offering document carefully, in particular fund features and the risks involved in investing in the fund.

Schroder Investment Management (Hong Kong) Limited is regulated by the SFC. Non-Hong Kong residents are responsible for observing all applicable laws and regulations of their relevant jurisdictions before proceeding to access the information contained herein.

The website (excluding Schroder Provident Fund related pages) has not been reviewed by the SFC and may contain information of non-SFC authorized funds. Issued by Schroder Investment Management (Hong Kong) Limited.

This site is optimised for viewing with IE11 or Chrome. IE 8 or below version is not applicable so you may update your IE browser or use Chrome to ensure that the web pages operate smoothly.

Select a region

Select a location

Select a site

Retail Investors

Retirement Services

Mutual fund investment

Asset Management

Private Investor

Asset management

Wealth management

Select a region

Select a location

Select a site

Retail Investors

Retirement Services

Mutual fund investment

Asset Management

Private Investor

Asset management

Wealth management

Schroders in Hong Kong

Schroders Global

Our Services

Retail Investors

Institutional Investors

Retirement Services

Sustainability

View Sustainability

Private Assets

View Private Assets

Accessing Private Asset Opportunities

Find out more

Investing in Emerging Markets

Find out more

Why investors may need to dig a little deeper in 2020

Strategy note 2020: reality bites?

Related Search

Sustainability

Risk, return and sustainability: the three dimensions of successful investment

Embracing change

How long-term investing is changing

Analysis beyond the numbers

Highly regarded in sustainability

Company analysis and engagement

Integrating sustainability

Featured theme

Visit the below section for more information.

Sustainable investing for a changing world

Integrity

Influence

Interpret

Explore all Strategic Capabilities

LiquidAlternatives

AlphaEquity

Credit

EmergingMarkets

Income

Multi-AssetSolutions

Retirement

Sustainability

Private Assets

Solutions

Topics:

Contact Us

Liquid
Alternatives

Alpha
Equity

Emerging
Markets

Multi-Asset
Solutions