Sustainable Investments

Our Commitment

As an active investment manager, BEA Union Investment ("BU") believes that environmental, social and governance (ESG) factors can achieve better risk-adjusted returns over the long term.  ESG factors can have material impacts on the value of companies and securities, and these issues should be considered alongside traditional financial measures to provide a comprehensive view of the value, risk and return of an investment.  Hence, we regard sustainable investing as an integral element in fulfilling our fiduciary duties towards our clients.

Our Sustainable Investment Policy outlines BU's philosophy and methodology to ensure that ESG considerations, including how we approach ESG risks and opportunities, are embedded in our investment process.
Our Engagement Policy outlines BU's philosophy and framework in engaging the investee companies to identify ESG risks and opportunities.
Our Proxy Voting Policy sets out the guidelines and procedures to ensure that proxy voting is conducted appropriately and in the best interests of our clients.

Impact Investing

On top of the commitment on ESG integration and sustainable investing, BU has also developed its capability and strategy in impact investing, which aims to generate measurable positive environmental and/or social impact alongside a financial return. Among others, impact measurement is an essential attribute of impact investing, requiring funded projects or corporations to measure and report their performance and progress in addressing the targeted impact. The impact investing market has grown steadily and helped address pressing social and environmental challenges through market solutions.
Our Impact Investing Framework sets out additional information on BU’s impact investing philosophy, strategy and processes in managing BU Asia Impact Bond Fund to complement the disclosures in its offering documents.

Carbon Footprint Disclosure

Signatory of Normative Codes and Initiatives

To demonstrate our commitment to sustainable investment, we have been a signatory of the United Nations Principles for Responsible Investments (PRI) since 2021 and Climate Action 100+ since 2023.