Sustainable Investing
Why PIMCO for Sustainable Investing
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Analytics
Issuer Engagement
Industry Engagement
Resources for Investors
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Global TCFD 2023 Report pdf Updated:Disclosure on relevant climate-related risks and opportunities for PIMCO in accordance with the recommendations set out by the TCFD.
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Annual update on PIMCO’s progress in the critical areas of sustainability and corporate responsibility.
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PIMCO’s ESG portfolio management team outlines best practices for green, social, sustainability or sustainability-linked bonds.
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PIMCO’s ESG portfolio management team outlines best practices for green, social, sustainability or sustainability-linked bonds.
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Leadership in sustainable investing is essential to deliver on our clients’ financial objectives while sustainable long-term economic growth is essential to maintain healthy markets.
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Sustainable Investing Report
Case studies of engagement with bond issuers, industry groups, and clients.
More to Know
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The recent UN Climate Change Conference helped advance initiatives important to sustainable investing, especially the global energy transition.
PIMCO’s Sustainable Investing Report provides our latest thinking on sustainability. Here, we highlight the report's key takeaways on engagement, energy transition and carbon analytics.
There are material short- and long-term implications for hydrocarbon markets following the COP28 meeting in Dubai, including tailwinds to oil
Sustainable Development Goals at PIMCO
As an important framework, the Sustainable Development Goals seeks to guide companies and investors to effectively finance sustainable economic activities. Learn more about our proprietary tools and frameworks that are aligned with the 17 SDGs.
Green Bond Investing Across Credit
Watch our latest views on green bond investing in credit – including corporate, sovereign, covered, and securitized bonds.
PIMCO’s Sustainable Investing Report provides our latest thinking on sustainability. Here, we highlight the report's key takeaways on engagement, human capital, and carbon analytics.
Engagement is an essential tool for sustainable investing, as it can enhance investment insight and help influence positive change.
Active fixed income investors play a critical role in the transition to more sustainable companies and economies.
PIMCO’s Three-E Approach to ESG
Explore our rigorous three-E -- exclusion, evaluation, and engagement – approach to investing in our dedicated ESG strategies and how we work to provide solutions that result in very direct and real outcomes for our clients.
How Can PIMCO Help You?
1 As of 30 June 2024. The figure includes Third party and Allianz AUM with strategies that include (i) minimum standards that refine the investment opportunity set based on client directed exclusions criteria (“exclusionary” portfolios); (ii) a focus on enhancing the sustainable characteristics of the portfolio in comparison to its investment universe (“enhanced” portfolios) or (iii) a focus on achieving a specific environmental/ social objective in addition to a financial objective (“thematic” portfolios). return to content↩
2 About 75% of PIMCO’s firm-wide market value of corporate issuers engaged on ESG topics from Jan 1-Dec 31, 2022. Includes all engagements conducted by ESG and credit analysts. Calculated as % by par-adjusted AUM as of 31 December 2022. Corporate issuers are credits covered by PIMCO’s corporate analyst team. return to content↩
PIMCO is committed to the integration of Environmental, Social and Governance ("ESG") factors into our broad research process and engaging with issuers on sustainability factors and our climate change investment analysis. At PIMCO, we define ESG integration as the consistent consideration of material ESG factors into our investment research process with the goal of enhancing our clients’ risk-adjusted returns. Relevant factors may include, but are not limited to: climate change risks, resource efficiency, natural capital, human capital management, human rights, regulatory risks, and reputation risk at an issuer. Further information is available in PIMCO’s Sustainable Investment Policy Statement.
With respect to comingled funds with sustainability strategies and guidelines (“funds that follow sustainability strategies and guidelines”), we have built on PIMCO’s over 50-year core investment processes, while actively incorporating sustainability principles. Through these guiding principles—excluding issuers fundamentally misaligned with sustainability factors, evaluating issuers using proprietary and independent ESG scoring (in addition to externally sourced and internally developed criteria), and engaging with issuers on ESG-related topics with the objective of improving investment outcomes - funds that follow sustainability strategies and guidelines seek to deliver attractive returns while also pursing to provide a vehicle through which investors can meet their sustainability preferences. Please see each fund that follows sustainability strategies and guidelines prospectus for more detailed information related to its investment objectives, investment strategies and approach to ESG.
ESG investing is qualitative and subjective by nature, and there is no guarantee that the factors utilized by PIMCO or any judgment exercised by PIMCO will reflect the opinions of any particular investor, and the factors utilized by PIMCO may differ from the factors that any particular investor considers relevant in evaluating an issuer’s ESG practices. In evaluating an issuer, PIMCO is dependent upon information and data obtained through voluntary or third-party reporting that may be incomplete, inaccurate or unavailable, or present conflicting information and data with respect to an issuer, which in each case could cause PIMCO to incorrectly assess an issuer’s business practices with respect to its ESG practices. Socially responsible norms differ by region, and an issuer’s ESG practices or PIMCO’s assessment of an issuer’s ESG practices may change over time. There is no standardized industry definition or certification for certain ESG categories, for example “green bonds”; as such, the inclusion of securities in these statistics involves PIMCO’s subjectivity and discretion. There is no assurance that the ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or reliable indicator of future results.