SDG-aligned investing
Why invest in SDG-aligned strategies
Meeting the UN SDGs by the target year of 2030, will require substantial investment from both the public and private markets. This investment will help to support the innovative businesses creating solutions to address the challenges we face. Investment in these SDG-aligned businesses can unlock a triple alpha opportunity for investors:
financial alpha, social alpha and environmental alpha.
Investors no longer consider supporting environmental sustainability and social equality as an add on to an investment strategy. Investors demand more than pure financial alpha, and even ESG risk management, shifting to positive outcome orientated investment approaches. SDG aligned investing directs capital towards companies which we call ‘Key Enablers’ – that are providing solutions to the world’s greatest challenges. Read more about the difference between a company’s handprint and their footprint in our dedicated investment process section below.
We have a passionate and experienced team specialising in SDG-aligned strategies, supported by our global research platform and dedicated ESG analysts. We provide a holistic reflection of the alignment of a portfolio with our themes and target SDGs. There are both qualitative and qualitative assessments to our reporting as the impact a solution may have globally may not be easily measured and many companies are often aligned with more than one single SDG. We actively engage with the companies in our portfolios.
The SDGs create growth investment opportunities
Financing the United Nations Sustainable Development Goals constitutes a thematic investment opportunity with potential. According to a report by the Business & Sustainable Development Commission (January 2017), the SDGs could generate USD 12 trillion in business savings and revenue across four sectors by 2030: energy, cities, food and agriculture, and health and well-being. The report also estimates the creation of 380 million new jobs linked to these four sectors in the next ten or fifteen years due to alignment of business strategy to the SDGs.
Investing across the Sustainable Development Goals with Allianz Global Investors
Unlocking the triple alpha effect: environmental, social and financial alpha. Our SDG-aligned strategies focus on investing for positive outcomes. We invest in companies that are providing solutions to address the world’s challenges and are helping to meet the environmental and social targets set out in the UN Sustainable Development Goals.
To learn more about a strategy please select the strategy name
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| Social Inclusion |
Health | Financial Inclusion |
Education | Food Security |
Water | Clean Land/ Circular Economy |
Energy Transition |
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SINGLE-THEME STRATEGIES |
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| Allianz Global Water | ✓ | |||||||
| Allianz Food Security | ✓ | |||||||
SDG-related insights
Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested. Investing in fixed income instruments may expose investors to various risks, including but not limited to creditworthiness, interest rate, liquidity and restricted flexibility risks. Changes to the economic environment and market conditions may affect these risks, resulting in an adverse effect to the value of the investment. During periods of rising nominal interest rates, the values of fixed income instruments (including positions with respect to short-term fixed income instruments) are generally expected to decline. Conversely, during periods of declining interest rates, the values of these instruments are generally expected to rise. Liquidity risk may possibly delay or prevent account withdrawals or redemptions. The volatility of fund unit/share prices may be increased or even strongly increased. Past performance does not predict future returns. If the currency in which the past performance is displayed differs from the currency of the country in which the investor resides, then the investor should be aware that due to the exchange rate fluctuations the performance shown may be higher or lower if converted into the investor’s local currency. This is for information only and not to be construed as a solicitation or an invitation to make an offer, to conclude a contract, or to buy or sell any securities. The products or securities described herein may not be available for sale in all jurisdictions or to certain categories of investors. This is for distribution only as permitted by applicable law and in particular not available to residents and/or nationals of the USA. The investment opportunities described herein do not take into account the specific investment objectives, financial situation, knowledge, experience or specific needs of any particular person and are not guaranteed. The Management Company may decide to terminate the arrangements made for the marketing of its collective investment undertakings in accordance with applicable de-notification regulation. The views and opinions expressed herein, which are subject to change without notice, are those of the issuer companies at the time of publication. The data used is derived from various sources, and assumed to be correct and reliable at the time of publication. The conditions of any underlying offer or contract that may have been, or will be, made or concluded, shall prevail. The duplication, publication, or transmission of the contents, irrespective of the form, is not permitted; except for the case of explicit permission by Allianz Global Investors GmbH.
For investors in Europe (excluding Switzerland)
For a free copy of the sales prospectus, incorporation documents, daily fund prices, key investor information, latest annual and semi-annual financial reports, contact the issuer at the address indicated below or www.allianzgi-regulatory.eu. Austrian investors may also contact the facility and information agent Erste Bank der österreichischen Sparkassen AG, Am Belvedere 1, AT-1100 Wien. Please read these documents, which are solely binding, carefully before investing. This is a marketing communication issued by Allianz Global Investors GmbH, www.allianzgi.com, an investment company with limited liability, incorporated in Germany, with its registered office at Bockenheimer Landstrasse 42-44, 60323 Frankfurt/M, registered with the local court Frankfurt/M under HRB 9340, authorised by Bundesanstalt für Finanzdienstleistungsaufsicht (www.bafin.de). Allianz Global Investors GmbH has established branches in the United Kingdom, France, Italy, Spain, Luxembourg, Sweden, Belgium and the Netherlands. Contact details and information on the local regulation are available here (www.allianzgi.com/Info). The Summary of Investor Rights is available in English, French, German, Italian and Spanish at https://regulatory.allianzgi.com/en/investors-rights.
For investors in Switzerland
For a free copy of the sales prospectus, incorporation documents, daily fund prices, key investor information, latest annual and semi-annual financial reports, contact [the Swiss funds’ representative and paying agent BNP Paribas Securities Services, Paris, Zurich branch, Selnaustrasse 16, CH-8002 Zürich - for Swiss retail investors only] or the issuer either electronically or by mail at the given address. Please read these documents, which are solely binding, carefully before investing. This is a marketing communication issued by Allianz Global Investors (Schweiz) AG, a 100% subsidiary of Allianz Global Investors GmbH. The Summary of Investor Rights is available in English, French, German, Italian and Spanish at https://regulatory.allianzgi.com/en/investors-rights.