01 Our sustainability approach 02 Sustainable investing 03 Active stewardship 04 Corporate sustainability 05 Appendix 01.3 Guiding clients on sustainable investment solutions Principle 6 We assess the ambition levels of clients through questionnaires and by discussing Shaping sustainable pathways towards change best market practice. This enables us to determine their preferences and motivation, while considering existing The widening Supporting a client to define policies and potential memberships and commitments to organisations and spread of specialist actions based on investor principles of sustainable investing. As a core feature of our advice, we help clients technical knowledge goals and preferences gauge their portfolio sustainability profile and quality in combination with financial enables us to draw In a joint effort with a German family office, we conducted a risk-and-return characteristics. on team resource sustainability preference assessment with their key stakeholders To leverage the sustainability expertise more efficiently. to inform the client’s sustainable investment direction. within AllianzGI, risklab collaborates with our investment platform regarding We will continue to expand our offering We also carried out a status quo and investment managers and used investment solutions, investment trends, by developing additional quantitative and analysis for parts of the client portfolio the outcomes of these to define a best practice and implementation. qualitative advisory modules, angles of via our Sustainability Analytics, potential framework, which included Analytical capabilities are aligned with and analysis in the simulation of sustainable Research & Advisory Hub (SARAH). an exclusion policy, participation enhanced through close collaboration with investment approaches and a potential The process started with a workshop in initiatives and decarbonisation AllianzGI’s Sustainability Methodologies extension of asset classes in portfolio on sustainable investing, best practices goals based on the preferences and and Analytics team, which identifies, analytics and capital market modelling. of global and European family goals of the investors. Following this, manages and masters sustainability data offices, ESG regulation and in-depth we delivered an analysis of the client and develops proprietary analytical tools analysis of sustainable investing portfolio across different sustainability and methodologies. approaches and the respective metrics such as ESG rating, exposure benchmarks. We conducted polls to controversies, and carbon emissions and questionnaires with stakeholders and intensity. 26