SUSTAINABILITY AT HV

HV Group's investment principles

HV Group was founded on a deep understanding and precise management of investment risks, as well as forward-looking prediction and support of customer needs. We are committed to helping our clients achieve their long-term investment goals, which is why we, as investors and fiduciaries, attach importance to sustainable development information.

Our investment approach is informed by three principles:

choiice performance
Client choice

We start with the client

Client choice

Our role is to listen to and deliver choice for our clients. Our clients choose their investment objectives, and they look to HV to meet their needs. We offer them choices across a wide range of index, active, and whole portfolio solutions. For clients asking how to mitigate risk and capture opportunities associated with sustainability-related trends (such as the low-carbon transition), or for clients asking for products with sustainability- or transition-focused objectives, we offer a range of options and choices in products, portfolio construction, analytics, and stewardship (Voting Choice).

We continue to innovate for and with clients, responding to client demand.

Performance

We seek the best risk-adjusted returns

Performance

We seek the best risk-adjusted returns within the mandates clients give us. As a fiduciary, we manage material risks and opportunities that could impact portfolios, including those related to sustainability. When financially material, we incorporate environmental, social, and governance information alongside other information into our firmwide processes to enhance risk-adjusted returns.

Research

We underpin our work with research, data, and analytics

Research

Research informs our investment decisions and product innovation. We research major structural trends shaping the economy, markets, and asset prices. We assess how these trends could affect long-term value and how they could unfold over time. The transition to a low-carbon economy is one trend that we research, because we see it having implications on macroeconomic trends, company financial prospects and business models, and portfolios.