Responsible
Investment (RI) facts
Our vision
Hanneke Smits CEO,
BNY Mellon Investment Management
Hanneke Smits CEO,
BNY Mellon Investment Management
We are trusted stewards of our clients’ assets
Creating prosperity for our clients while supporting companies we believe offer a sustainable future is a shared objective across BNY Mellon Investment Management. Using ESG data alongside conventional financial factors, our specialist investment firms analyse multiple perspectives to identify the opportunities they believe can deliver long-term value.
As one of the largest asset managers in the world we are a significant part of the financial system. We strive to respond to the most pressing global issues – social as well as financial. We are invested in the well-being of the world. To do so we engage with companies to create more effective risk management, responsible capital allocation and more sustainable business practices to generate greater benefits for our societies, economies and the environment.
Because we believe in being responsible. Because it is investing as it should be.
The Pathway to Inclusive Investment
Our global research reveals why women’s investment matters.
Our credentials
We’re ready
Our history in responsible investing dates back more than 40 years. Our investment firms are industry leaders. For decades they have been concerned with, and interested in, the repercussions diversity, the environment and labour practices can have on the profitability and longevity of the companies in which they invest. Despite the wealth of experience we possess, we recognise Responsible Investment is still in its infancy – a nascent trend consuming our industry. Here’s why we’re prepared.
Our investment firms
Our specialist investment firms have their own individual investment processes and culture. Yet we all have a core belief in common – that investing responsibly on behalf of our clients will help us to create the world and the future we all wish to see.
The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.
Developed the proprietary Prime corporate ESG ratings, which covers 9,526 different entities in total; compromising 2,943 distinct issuers of debt, and 749,125 subsidiaries of the latter.
Awarded A+ ratings across fixed income categories in the PRI survey including corporate and sovereign debt.
RESPONSIBLE INVESTMENT FUNDS
Responsible Horizons Euro Corporate Bond Fund
Fund
Source: Source: Insight as at 31 December 2021.
Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients
128,178
12,862
Number of meetings Mellon held with companies from January 2021 to November 2021, across 69 countries.
Mellon leverages its “Quantamental” framework and proprietary rating system to embed ESG considerations in its investment process for its fundamentally driven equity strategies7. Using the framework enables Mellon to assess what its managers view as a company’s intrinsic value.
Mellon’s ESG rating framework bridges the gap between raw ESG data and fundamental analysis to create a nuanced picture of potentially investable companies (based on standard ESG weightings).
Source: Mellon as at 30 November 2021.
Proxy voters in the UK since 1978.
Newton Investment Management (Newton) has its own responsible investment team dedicated to carrying out ESG research.
RESPONSIBLE INVESTMENT FUNDS
BNY Mellon Sustainable Global Dynamic Bond Fund
BNY Mellon Sustainable Global Real Return Fund (EUR)
BNY Mellon Future Earth Fund
BNY Mellon Sustainable Global Dynamic Bond Fund
BNY Mellon Sustainable Global Real Return Fund (EUR)
BNY Mellon Future Earth Fund
Source: Newton as at 31st March 2021.
*This assessment relates only to Newton Investment Management Ltd (the UK-based entity).
Unique team structure means every investment manager has responsibility for ESG analysis.
A PRI signatory since 2017 with a 2020 rating of A+, A, A.
Source: Walter Scott as at 31st March 2021.
Our corporate credentials
We are committed to putting the Future FirstSM — not just to power success today, but also to help safeguard the future. At the corporate global level, we strive to contribute to sustainable economic growth that helps protect healthy markets; enhances our own business resiliency and longevity; and aims to deliver positive impact for key stakeholders, including clients, employees, shareholders and communities. We embrace this responsibility with great accountability, transparency and integrity, and it permeates every aspect of our culture.”
Todd Gibbons,
Chairman and Chief Executive Officer
GOVERNANCE
33% Women on board of directors.
Workplace equality
100% Perfect score on the Human Rights Campaign Foundation Corporate Equality Index.
Learning culture
690,000 hours of learning modules for employees given annually.
GENDER PAY GAP
Pay women more. Promote women higher.
Workplace equality
100% Perfect score on the Human Rights Campaign Foundation Corporate Equality Index.
Learning culture
690,000 hours of learning modules for employees given annually.
GENDER PAY GAP
Pay women more. Promote women higher.
Workplace equality
100% Perfect score on the Human Rights Campaign Foundation Corporate Equality Index.
Learning culture
690,000 hours of learning modules for employees given annually.
GENDER PAY GAP
Pay women more than 99% of what men are paid, globally.
Workplace equality
100% Perfect score on the Human Rights Campaign Foundation Corporate Equality Index.
Learning culture
690,000 hours of learning modules for employees given annually.
This Overview supplements information published in the BNY Mellon Corporate Social Responsibility Report. All data is at 31st December 2020 unless stated otherwise. Read our latest report here.
Products and solutions
Sustainable Funds from Newton
Responsible Horizons funds from Insight
What is ESG? A tool, not a discrete investment strategy
Examples of key Environmental, Social and Governance (ESG) factors
Environmental
Key Topics:
Pollution
Circular economy
Resources efficiency
Energy usage
Biodiversity
Social
Key Topics:
Conflict
Health and safety
Human capital
Inclusive investment
Supply chain
Tax
Cyber security
Governance
Key Topics:
Executive compensation
Accounting practices
Business ethics
Disclosure
Capital management
Articles
policy statment
Responsible Investment Policy Statement
