Allianz Global Investors is a leading active asset manager with over 600 investment professionals in over 20 offices worldwide and managing GBP 452 billion in assets. We invest for the long term and seek to generate value for clients every step of the way. We do this by being active – in how we partner with clients and anticipate their changing needs, and build solutions based on capabilities across public and private markets. Our focus on protecting and enhancing our clients’ assets leads naturally to a commitment to sustainability to drive positive change. Our goal is to elevate the investment experience for clients, whatever their location or objectives.
We started our sustainable investing journey over 20 years ago and were among the first 50 asset managers to sign the United Nations Principles for Responsible Investment (UN PRI) in 2007. We believe that sustainable investing can generate positive performance not just for our clients, but for the community at large.
We aim to integrate environmental, social and governance (ESG) factors across our entire investment value chain to better manage risk and enhance long-term shareholder value. Given the diversity of investors’ objectives and requirements we provide sustainable investing processes with a broad range of approaches, adaptable to different levels of ESG incorporation and client preferences. These enhance our clients’ investment decisions while helping create benefits for society as a whole. The combined assets under management of the ESG risk-focused and Sustainable product categories amount to over GBP 224 billion. Read our new blog for fresh takes on sustainable investing – from renewables to rewilding.
Data as at 31 March 2023
Introduction to the Neuberger Berman Climate Innovation Fund
- 03 mins 09 secs
Learning: UnstructuredIn this short video, Portfolio Managers Evelyn Chow and Charlie Lim introduce the recently launched Neuberger Berman Climate Transition Fund. They also highlight the scale of the opportunity around the decarbonisation megatrend and some potential ways of investing in it.
Climate change. It's the most pressing issue of our time. The impacts on planet and people are causing tremendous losses, environmental social and also financial. We're not on track to limit global warming to 1.5 °C or even 2.0. The level set by the Paris Agreement to preserve a sustainable future.
Achieving these goals requires delivering on a €90 trillion funding gap from now through 2050 which government commitments and spending alone cannot address yet. There is reason for optimism. According to the IPCC, the solutions and technologies needed to drive decarbonisation already exist much of it from the private sector. Climate innovation just needs to be harnessed and scaled.
We think climate innovation offers three compelling opportunities for investors to profit from accelerating structural growth, driving from climate solutions to provide and direct capital to companies producing the most impactful technologies and to participate in a more sustainable society. Companies are no longer just sources of emissions. In fact, they are becoming the enable
of solutions we can invest in beyond just low carbon or clean technology to take advantage of climate innovation in whatever sectors or geographies where it is taking place. This is a new cap back cycle emerging after years of under investments, spurred by both a desire to address climate risk as well as a renewed focus on energy security.
Our concentrated global actively managed portfolio combines rigorous fundamental analysis with New Beger Berman's recognized leadership in ESG investing. This allows us to capture alpha all along the technology maturity curve without holding spanning the following
entrenched technologies demonstrating cost parity with existing fossil fuel sources while continuing to build scale such as utility scale solar and onshore wind
expanding technologies which are already commercially viable but are still experiencing rapidly declining cost curves that show further penetration like EVs
and emerging technologies which are just beginning to be commercially viable but will prove critical in decarbonisation pathways such as carbon capture and storage.
The time to invest in climate innovation is now we need to double if not triple the level of annual investment taking place to combat climate change by accelerating the adoption of scalable cost effective climate solutions. And we believe our approach can help investors capture today the opportunities that afford us a greener tomorrow.