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
Making sense of the hydrogen hype
- 11 mins 58 secs
Learning: Unstructured
Such is the urgency of Net Zero, the world is casting around for technologies which can quickly disrupt established fossil fuel value chains. Green hydrogen, produced from renewables, is receiving much of the attention, given its potential to feature in the re-invention of everything from transport to home heating. Policy, too, is coalescing around hydrogen with direct subsidies being established in the US last year and the EU this year. Our research leads us to be in equal parts excited and cautious about hydrogen’s potential. On the one hand, converting the existing $100bn hydrogen industry to clean technology presents an enormous investment opportunity. Clean hydrogen could also replace highly polluting temporary power sources such as diesel generator sets which are used everywhere from building sites to data centres. In other areas though, the excitement seems misplaced – efficiency losses mean clean hydrogen is unlikely to make its way meaningfully into the home heating system, and we don’t expect widespread take-up of expensive hydrogen cars. In this video, we aim to separate the hydrogen hype from reality, by discussing: - Why hydrogen is now at the forefront of the decarbonisation debate - Which applications we are most positive about hydrogen playing a role, based on our research - How we find companies which can generate sustainable returns in such a new industry - Examples of companies which are both impactful and capable of delivering a sustainably high return on capital - And much more!
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