Invesco Responsible Investing

US$67bn AUM in Sustainable investments1

A+ PRI rating for Strategy &Governance2

ESG leader3

Invesco is committed to delivering an investment experience that helps people get more out of life. A key part of this effort is aiming to provide strong, long-term investment performance to our clients around the globe while meeting our fiduciary obligations and ensuring a sustainable environment for future generations.

For years, we’ve demonstrated our commitment to responsible investment by actively working to incorporate environmental, social and governance (ESG) practices across all areas of our firm.

Our ESG approach is rooted in our investment strategies, products, proxy voting, active ownership, engagement and other oversight practices to ensure we are meeting the highest levels of fiduciary and corporate responsibility. ESG Integration combined with Active Engagement are the pillars of our ESG approach.

In the UK, Invesco is a Tier 1 signatory of the Financial Reporting Council’s Stewardship Code and an active member of the UK Sustainable Investment and Finance Association, while globally we achieved ‘A+’ rating in 2018 from United Nations sponsored Principles of Responsible Investment (PRI) for Strategy and Governance.

 

Invesco's commitment to responsible investing

Download the Invesco Investment Stewardship & Proxy Voting Report

ESG capabilities: Available from 9 investment centres and 15 investment teams4

Investment stewardship: Signatory to UK Stewardship Code (Tier 1 status) and the PRI (A+ rated for Strategy & Governance)

Resources: Propietary global proxy voting platform and 9 Responsible Investment staff

Thought leadership: Recognised as advocates of responsible investing, participating in a range of industry forums

ESG excellence: Winner of the CIO Industry Innovation Award for ESG in Institutional Asset Management for 20185

Corporate stewardship

  • Member of the UN PRI Plastics Advisory Committee and supporter of the UN Clean Seas campaign with removal of 4 tonnes of single use plastic in 2018
  • Disclosure to CDP’s Climate Change program with a score of ‘B’ in 20186
  • Supporter of the Task Force on Climate-related Financial Disclosures
  • Committed to offset emissions due to business travel (57% of tco2e in 20172)
  • Quadruple certification to the Carbon Trust Standard for carbon, waste, and water reduction as well as zero waste to landfill status7
  • Annual CSR Report following GRI Sustainability Reporting Standards8
  • Dedicated Global Health, Safety and Environmental manager and Head of Community Relations
  • Invesco Ltd. ESG ratings9: ‘A’ by MSCI and ‘Outperformer’ by Sustainalytics

Investment stewardship

  • 2018 Winner of the Innovation Award for ESG in Institutional Asset Management10
  • Ranked among the Top 5 Most ESG-Friendly Fund Shops11and Top 10 Overall ESG Score with Top 5 Governance Pillar12
  • Signatory to United Nations Principles for Responsible Investment, UK Stewardship Code (Tier 1), and Japan Stewardship code13
  • Rated A+ for Strategy and Governance for the second consecutive year14
  • Patented, proprietary, and award winning proxy voting platform15
  • Investor led, investor driven with over 30 years’ experience16
  • Thought leadership and advocacy
  • Dedicated global Responsible Investment team

Some key Collectives and Initiatives Invesco support

United Nations Principles for Responsible Investment – Invesco has been a proud signatory of the PRI for six years (joined 2013) and earned high ratings in each of the six Principles for incorporating ESG into our investment practices. Invesco is rated A+ ‘Strategy and Governance’

Carbon Disclosure Project – we participate in the CDP, the leading independent Certification of an organisations achievements in acting on climate change by managing and reducing greenhouse gas emissions.

Carbon Trust Standard – this is a voluntary certification and mark of excellence that enables organisation to demonstrate success in cutting their carbon footprint. Invesco has a Quadruple certification for carbon, waste, and water reduction as well as zero waste to landfill status.

TCFD seeks to develop recommendations for voluntary climate-related financial disclosures that are consistent, comparable, reliable, clear, and efficient, and provide decision-useful information to lenders, insurers, and investors*. Invesco is a supporter of TCFD. (*Source: https://www.fsb-tcfd.org/about/)

 

Proxy voting approach

Investor-led, investor-driven

  • 99.96% Meetings voted in 74 markets
  • 18,500 Meetings, from 1 July 2017 to 30 June 2018
  • 14.7% Increase in support of board diversity proposals

As active, long-term investors, we seek to encourage the companies in which invest to adopt best-in-class ESG practices.

We believe proxy voting is the hallmark of active ownership and serves as a powerful mechanism to drive responsible investment, engagement and investment stewardship.

Invesco's investor-led, investor-driven proxy voting approach helps to ensure that each meeting is voted in our clients' best interests.

Download the Invesco Investment Stewardship & Proxy Voting Report

Read our global proxy voting policy

 

1 US$18bn as of 31 December 2018 2 PRI: Assessment Report for Invesco Ltd 2017 & 2018
3 Sustainalytics as of 30 September 2018
4 As of December 2018 5 As of December 2018 6CDP for Invesco Ltd. for 2018. Improving from ‘C’ in 2017. Scores range from A, A-, B, B-, C, C-, D, D-, to F. 
7 2017 Invesco Corporate Social Responsibility Report. 
8 Invesco 2018 Corporate Social Responsibility Report.
9 As of 14 May 2019 
10 ai-CIO.com 
11 Ignites 10 Shops With The Most ESG-Friendly Funds 12 December 2018 
12 Ignites Europe Revealed: most ESG-friendly asset managers 26 November 2018 
13 FRC (Financial Reporting Council) as of November 2016 
14 2018 and 2017 PRI Assessment Report for Invesco Ltd. in Strategy & Governance
15 2018 NASSCOM GCC (Global Capability Centers) Innovation Award
16 Invesco Investment Stewardship & Proxy Voting Report 2018

 

Investment risks

Investment strategies involve numerous risks. Investors should note that the price of your investment may go down as well as up. As a result, you may not get back the amount of capital you invest.

 

Important information

This information is for discussion purposes only, and is intended only for professional investors in Ireland, the UK, Germany, Spain, Finland, France, Italy, Luxembourg, the Netherlands, Norway, Sweden, Denmark, Austria, Qualified Clients in Israel, and Qualified Investors in Switzerland. Marketing materials may only be distributed in other jurisdictions in compliance with private placement rules and local regulations.

Data as at 13th  June 2019, unless otherwise stated.

Any reference to a ranking, a rating or an award provides no guarantee for future performance results and is not constant over time.

This document should not be considered financial advice. Persons interested in acquiring the product should inform themselves as to (i) the legal requirements in the countries of their nationality, residence, ordinary residence or domicile; (ii) any foreign exchange controls and (iii) any relevant tax consequences.

Communicated by Invesco UK Services Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, authorised and regulated by the Financial Conduct Authority, Invesco Asset Management SA, 16-18 rue de Londres, 75009 Paris, France, Invesco Asset Management Deutschland GmbH, An der Welle 5, 60322 Frankfurt am Main, Germany, and Invesco Asset Management Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, United Kingdom. Authorised and regulated by the Financial Conduct Authority.

EMEA 4431/2019