HDFC Life Corporate Presentation
Responsible Investment
Responsible Investment Policy
Objective
To generate optimal risk adjusted returns over the
long term
RI framework
RI and stewardship policy in place
Applicable to all major asset classes
Head of Research ensures that ESG is incorporated
into overall Research and Investment process
ESG issues covered in voting process
Sustainable Equity Fund
What is Sustainable Equity fund & why invest in it?
This fund shall seek to generate returns from investing in
companies with high ESG standards and commensurate
score, create value for all stakeholders with lower risks &
generate sustainable long-term returns.
Actuarial
Financial
ESG
Bolstering commitment
towards Responsible
Investment
Became signatory to United
Nations supported Principles
for Responsible Investment
(UN-PRI)
PRI
Principles for
Responsible
Investment
Responsible Investment
Governance
A ESG Governance Committee
at the investment team level
comprises of Chief Investment
Officer, Head of Fixed Income,
Head of Research, Fund Manager
of ESG Fund and dedicated ESG
research analyst
Exclusion criteria included in the RI Policy
Companies engaged in the business of tobacco, alcohol,
controversial weapons and gambling shall be excluded
from the Sustainable Equity Fund
Exclusion criteria aligned with the exclusion policy
followed by Nifty 100 ESG Index
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