Responsible Investment approach
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Responsible Investment Strategies at NAM
NAM's Responsible Investment flagship solutions feature distinct offerings. Our Responsible Focus range which select high-quality companies with strong ESG profiles, aiming for long-term financial value. The ESG Thematic range which allows investors to target specific sustainability aspects. Finally, our Transition Focus funds invest in companies that are transitioning towards more sustainable and resilient business models.
Our Responsible Focus Strategies Sustainable STARS strategies – Tomorrow’s winners Our Sustainable STARS range is built on the belief that com- panies and issuers that integrate both ESG and financial met- rics into their strategic decisions will be tomorrow’s winners. In these strategies, we aim to beat the benchmark through investing in companies or bonds that meet specific STARS standards. Every investment in our Sustainable STARS strategies is exam- ined through both an ESG and a financial lens. Our ESG ana- lysts work closely with the investment teams to identify mate- rial sustainability risks and opportunities relating to the com- panies’ medium- to long-term operational performance and market positioning, and the results of their analysis feed into proprietary ESG tools that are integrated into the investment process. Active ownership and engagement are an important part of the Sustainable STARS investment approach. Our RI team and investment boutiques operate in close collaboration to engage in productive dialogues with many of our Sustain- able STARS holdings. The Sustainable STARS range covers a wide scope of regions and asset classes.
Today 21 we manage approximately 270 funds that incorporate additional ESG filters and policies beyond our corporate over- lays. These funds are classified as either Article 8 or 9 as per European Sustainable Finance Disclosure Regulation (SFDR). All our Article 8 and 9 funds consider PAI on sustainability fac- tors as part of their investment processes. As a result, they are all eligible under MiFID II for selection by clients with sustain- ability preferences. Going a step further, we offer specialized ESG flagship strate- gies, including the Responsible Focus Range, which encom- passes our ESG Sustainable STARS Funds and BetaPlus Enhanced Sustainable Funds; the ESG Thematic range and Transition Focus Funds. The Responsible Focus Strategies employ full ESG integration and positive selection, while the ESG Thematic strategies seek solutions to specific sustain- ability challenges, such as our Global Climate and Environment Fund, one of the largest article 9 funds in Europe 22 . Finally, our Transition Focus Strategy is built on the belief that we can support companies transitioning to more sustainable business models. Our credentials extend to international ESG labels such as Label ISR and the Towards Sustainability Label 23 .
The information provided here gives only a high-level description of the products' ESG approach and does not provide details on the meth- odology, criteria, or limitations applied. For details on investment strategy and binding elements, please see the relevant prospectus. 21) Date as of 31.12.2025. 22) As of 15.10.2024, Source: © 2025 Morningstar, Inc. All Rights Reserved as of 31.12.2025. 23) For more information on ESG labels, please refer to page 20.
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