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HSBC Asset Management

HSBC Asset Management helps clients achieve their investment goals across a full spectrum of strategies including equities, fixed income, ETFs, multi-asset, liquidity and alternative investments. HSBC AM joined the Net Zero Asset Managers Initiative in July 2021 and made its Initial Target Disclosure in November 2022.

Initial Target Disclosure: November 2022

Percentage of assets covered by the Net Zero Asset Managers Commitment Statement

38.2% of total AUM (USD $193.9 billion)

Information on interim target(s) covering the proportion of assets to be managed in line with net zero

Baseline(s):

2019

Portfolio decarbonisation reference baseline

131 tCo2e/M$ invested (Includes Scope 1 and 2 of portfolio companies only. We aim to include Scope 3 once data is sufficiently available and of good quality. We have also set an objective to work scope 3 data with HSBC Group’s framework.)

Target(s):

2030

Portfolio decarbonisation reference target

58% reduction in emissions intensity in 2030 from 2019 base year.

GHG scopes included:

Our targets currently include Scope 1 and 2 emissions, and aim to include Scope 3 once data is sufficiently available. We will be prioritising scope 3 data from oil & gas sector as next steps.

Methodology:

Net Zero Investment Framework

Scenario(s):

IEA NZE

Additional information

Proportion of AUM committed:

Commitment covers listed equity and corporate fixed income where data and methodologies are most mature. To increase our scope, we will look to focus on our multi-asset investments in the coming months. The remaining assets have been excluded where we have insufficient data and/or validated methodologies do not yet exist. We aim to increase the proportion of AUM committed over time by actively engaging with clients and continuing to develop solutions for net zero across all asset classes.  Implementation of our net zero targets remains subject to consultation with our stakeholders including investors, fund boards and regulators. We will stay actively engaged to support our investors on their own decarbonisation goals, and continue to dedicate resources in the development of climate solutions and our expertise in this important area.

Policy on coal and other fossil fuel investments:

Our coal policy is publicly available online. We will be working on drafting our oil & gas policy and aim to publish this before our next NZAM submission.

Further information:

Stewardship Plan We will continue to engage with issuers, prioritising those where we have the highest exposure. By the end of 2023, we expect to have initiated engagement with all listed issuers held in our actively managed portfolios with more than 10 per cent revenue exposure to thermal coal. We shall prioritise engagement with issuers in our passively managed portfolios according to size of holding, engaging with all listed issuers with more than 10 per cent revenue exposure to thermal coal by the end of 2025.