Enduring Prosperity - Financial Services Growth Strategy
ESG capability - a key strategic focus area
Leveraging 'traditional' investment capabilities to dedicated ESG capabilities
1H22 AUM¹ by capability approach²
16.8%
<1%
Dedicated ESG and ethical
screens
Integrated ESG analytics
Other
82.9%
Definitions:
Dedicated ESG and ethical screens
AUM that has a specialist ESG purpose/approach as well as
mandates that have ethical screens applied
Integrated ESG
AUM where consideration of ESG factors is incorporated into
investment analysis, decision making and ownership practices
Other
AUM where ESG factors can not be applied, such as derivatives
Leveraging traditional capabilities
New capabilities
Multi-asset ESG Real Return Fund - June 2021
Barrow Hanley Global Value ESG UCITS
March 2022
Barrow Hanley US Large Cap Value ESG UCITS
- Q1 FY23
New investment teams
Trillium added a proven global equities team to
launch a Global ESG High Conviction strategy
New channels
Active ETF, Ethical SRI Fund, launched on the
ASX (ASX:GIVE)
Accessing new investors in the US, Europe and
Asia through UCITS and Mutual Fund structures
for the first time in Barrow Hanley and Trillium's
history
Growth in dedicated ESG AUM ($b, %)
16.8%
15.6%
17.2
13.9
4.5%
1.2
1H20
1H21
1H22
Total dedicated ESG AUM
% of Total AUM
1. Reflects percentage of total AUM across PAMI and PAMA, as at 31 December 2021. 2. The headline names have been changed from "Specialist/Integrated ESG and/or Ethical" at the Investor Day 2021 on 9 December 2021, to "Dedicated ESG
and/or Ethical", and from "Proprietary ESG" to "Integrated ESG" to align with the UN PRI definitions. 3. UN PRI ratings are for 2020 with 2021 ratings yet to be provided.
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