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[ R ] ESPONSIBLE INVESTING
Responsible Investing – Creating Positive Environmental Impacts And Investment Returns
Climate change and population growth are the two most pressing issues for the environment and the society. As such, effective risk management and delivering sustainable long-term benefits have become top priority of numerous organizations. The concept of responsible investing has been steadily gaining steam as companies from all over the world are investing in related projects, creating massive opportunities for investors.
Source: PRI 2019 - A Blueprint for Responsible Investment
What is Responsible Investing?
According to the UN’s PRI – A Blueprint for Responsible Investment, incorporation of
environmental, social and governance (ESG) factors into investment decisions boosts
the sustainability of the society and the environment.
This approach could better manage risks and enhance potential investment returns,
benefiting both the global financial system as well as the environment and society as a whole.
New investment opportunities are emerging as more organizations opt for sustainable business models.
Source: PRI 2019 (PRI: Principles for Responsible Investment)- A Blueprint for Responsible Investment, AllianceBernstein (“AB”).

RESPONSIBLE
INVESTING

Responsible Investing: Commitment Takes Action

Over the years, AB has integrated ESG factors into our investment decisions and being actively engaged in ESG-related issues.
This is AB’s commitment to responsible investing and corporate responsibility mission.

280 25

Dedicated Professionals Focused on Responsible Investing

28

Equity Analysts

82

Fixed Income Analysts

53

Responsible Investing Steering Committee and Proxy Committee Members

18

Responsible investing personnel numbers as of 31 March 2019. Number of analysts as of 31 December 2019.
Some responsible investing professionals are also members of the Responsible Investing Steering Committee and/or Proxy Committee. Source: AB.

Signed UN PRI
in

2011

Companies Evaluated
on ESG Criteria Over

4000

Company Management
Meetings Participated Nearly

8700

Assets Managed under
ESG Principles Approx. US$

423 bn

Source: AB, as of 31 March 2020

Unwavering Commitment to Responsible Investing
As of 31 March 2019. *Response to the UK Stewardship Code is updated periodically, most recently in September 2016. Source: AB
UN PRI

Received A or A+ UN PRI ratings in 2019 for 6 of the 9 strategies in which AB invests

Label ISR

Awarded Label ISR In February 2019 for Sustainable Global Thematic Portfolio and Sustainable US Thematic Portfolio

ICGN

Shortlisted for Stewardship Disclosure Award by International Corporate Governance Network (ICGN)

Three Pillars of Action:
Building A Sustainable Portfolio

AB integrates ESG factors into its investment research process, and actively engages in ESG issues of the companies it invests in. With AB’s expertise and responsible investing strategies, it builds sustainable solutions for clients, while creating a positive social and environmental impact.

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The above is based on UN’s Principles for Responsible Investment (PRI). Source: PRI, “Sustainable Goal-Based Investment Case Studies”, AB, as of 30 June 2019.

ESG Integration in All Aspects of Activities at AB

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RESPONSIBLE
INVESTING
[ R ] ESPONSIBLE INVESTING Generating Positive Environmental and Investment Outcomes Both at Once
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