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Policies and Disclosures


Policies

Coal policy (PDF, 2.18MB)

Coal policy

Energy policy

Additional Information for Sustainable Investment Products (PDF, 1.17MB)

Additional Information for Sustainable Investment Products

Responsible Investment Policy (PDF, 953KB)

Responsible Investment Policy

Biodiversity Policy (PDF, 1.54MB)

Biodiversity Policy

Voting Guidelines (PDF, 3.72MB)

Voting Guidelines

Engagement Policy (PDF, 136KB)

Engagement Policy

Stewardship and Conflicts of Interest (PDF, 138KB)

Stewardship and Conflicts of Interest

Climate Change Policy (PDF, 2.35MB)

Climate Change Policy

Banned Weapons Policy (PDF, 1.33MB)

Banned Weapons Policy

Sustainable Investment Methodology (PDF, 1.73MB)

Sustainable Investment Methodology

Alternatives Responsible Investment Policy

Annual Reports

Responsible Investment Review

Responsible Investment Review
March 2024

 

 

Change Log

Date
Change
March 2024 Responsible Investment Policy, Alternatives Responsible Investment Policy, Global Voting Guidelines and Responsible Investment Review updated
November 2023 Energy Policy newly published and Coal Policy updated
September 2023 Responsible Investment Implementation Procedures removed from website
July 2023 User Guide on Principal Adverse Indicators newly published and Sustainable Investment Methodology updated. The HSBC Investment Funds (Luxembourg) S.A. Entity report (Article 4) from 30 June 2023 has been re-published on the website, as we adjusted the calculation in PAI 5a, PAI 9 & PAI 16 and the data in PAI 6 & PAI 12. These figures have therefore been updated within the report. To accommodate these changes we have also amended the explanation in PAI 6 (coverage) & PAI 9 (with regard to the explanation of the calculation methodology). The explanation for PAI 13 has also been slightly modified.
June 2023 Biodiversity Policy, Banned Weapons Policy, Climate Change Policy, Global Voting Guidelines, Responsible Investment Policy and Responsible Investment Implementation Proceduresupdated during annual review.
January 2023 Sustainable Investment Methodology newly published and Article 4 disclosure updated
September 2022 Coal Policy and Alternatives Responsible Investment Policy newly published
August 2022 Green Impact Investment Guidelines updated
June 2022 Responsible Investment Implementation Procedures, Biodiversity Policy, Banned Weapons Policy, Climate Change Policy and Global Voting Guidelines updated during annual review
January 2022 Responsible Investment Policy updated during annual review