A global, disciplined and structured investment approach
Doing the right thing for our clients is our most important responsibility. Global discipline, structure and focus help us use our resources optimally to ensure that all our clients benefit from our investment insights, and are given fair treatment.
Environmental, Social and Corporate Governance (ESG)
ESG is a recognised way of measuring the sustainability of companies from not just one ethical perspective, but three – environmental, social and governance. As well as calculating the level of sustainability today, ESG scoring can also help work out how big a part environmental, social and governance principles will play in a company’s long-term performance.
| Category |
Issues considered |
|---|---|
| Environmental |
How companies are making an impact on the environment:
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| Social |
How companies engage with and impact on their employees, clients and communities:
|
| Governance |
How companies are governed or managed:
|
| Category |
Environmental |
|---|---|
| Issues considered |
How companies are making an impact on the environment:
|
| Category |
Social |
| Issues considered |
How companies engage with and impact on their employees, clients and communities:
|
| Category |
Governance |
| Issues considered |
How companies are governed or managed:
|
Sustainable investing
Supporting sustainable investment opportunities is at the core of HSBC's global approach. We offer a range of products to help our customers to make sustainable choices without compromising their financial goals.
ESG investing explained
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Disclosure
Issued by HSBC Bank Bermuda Limited, of 37 Front Street, Hamilton Bermuda, which is licensed to conduct Banking and Investment Business by the Bermuda Monetary Authority.
“ESG and sustainable investing” products include investment approaches or instruments which consider environmental, social, governance (ESG) and/or other sustainability factors to varying degrees. Certain instruments we classify as sustainable may be in the process of changing to deliver sustainability outcomes.
There's no guarantee that ESG and sustainable investing products will produce returns similar to those which don’t consider these factors. ESG and sustainable investing products may diverge from traditional market benchmarks.
In addition, there's no standard definition of, or measurement criteria for, ESG and sustainable investing or the impact of ESG and sustainable investing products. ESG and sustainable investing and related impact measurement criteria are (a) highly subjective and (b) may vary significantly across and within sectors.
HSBC may rely on measurement criteria devised and reported by third party providers or issuers. HSBC doesn't always conduct its own specific due diligence in relation to measurement criteria. There's no guarantee: (a) that the nature of the ESG / sustainability impact or measurement criteria of an investment will be aligned with any particular investor’s sustainability goals; or (b) that the stated level or target level of ESG / sustainability impact will be achieved.
ESG and sustainable investing is an evolving area and new regulations are being developed which will affect how investments can be categorized or labelled. An investment which is considered to fulfill sustainable criteria today may not meet those criteria at some point in the future.
When we classify an investment product or service against our ESG and Sustainable Investing (SI) categories described in this document: ESG Aligned, ESG Enhanced, Thematic or Impact, this doesn't mean that all individual underlying holdings in the investment product or portfolio will meet the relevant SI criteria. As such, an SI classification doesn't mean that all underlying holdings in a fund or discretionary portfolio meet the relevant sustainable investment criteria. Similarly, where an equity or fixed income investment is classified under an ESG Enhanced, Thematic or Impact category this doesn't mean that the underlying issuer’s activities are fully sustainable. Not all investments, portfolios or services are classifiable under our SI categories. This may be because there is insufficient information available or because a particular investment product does not meet HSBC’s SI classifications criteria.