Responsible investment is a key element of Aegon's company-wide responsible business strategy, as an asset owner and asset manager. Through its investment decisions, the firm aims to meet responsible investing commitments while contributing to economic growth and sustainable capital markets

Responsible Investing

Investing for future generations

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Quick facts

13

A dedicated Responsible Investment team

564

engagements conducted by the Responsible Investment team in 2019

$231.4 billion

assets under management/advisement in responsible investment solutions*

As of December 31, 2019. *Assets under management/advisement excludes joint ventures. Total responsible investment solutions includes US$221.4 billion of strategies with exclusions, US$3.3 billion of best-in-class strategies, US$1.2 billion of sustainability-themed strategies as well as US$5.6 billion of impact investments. Effective February 14, 2020 the responsible investment AuM increased as a result of revising the methodology to include portfolios with client-directed exclusionary criteria. Responsible investment products and services may vary regionally.

Aegon Asset Management entities deliver services to, and share resources with, one another pursuant to applicable law as well as both global and local, policies, monitoring, and supervision. Personnel employed by a foreign Aegon Asset Management entity engaged in activity for, or through, a local Aegon Asset Management entity are subject to that local entity's applicable requirements and oversight. This may include the use of delegation arrangements and/or a participating affiliate arrangement, as this term is used by the U.S. Securities and Exchange Commission (SEC).

 

A history of responsible investing

Aegon Asset Management's global responsible investment initiatives began 30 years ago. The firm views responsible investing as journey, not a final destination. As the investment landscape and global sustainability initiatives evolve, the firm seeks to enhance the process in pursuit of better outcomes for investors, the environment and our society.

Key milestones

Responsible investment products and services may vary regionally. Aegon Asset Management companies, excluding partnerships, became a signatory to UNPRI in 2011. Kames Capital, also a member of Aegon Asset Management, became a standalone signatory to UNPRI in 2008. Impact and SRI products offered by Aegon Asset Management companies that are affiliated with Aegon AM US.

Collaboration with responsible investment leaders

In collaboration with other responsible investment leaders, Aegon AM seeks to advance responsible investment practices and contribute to a more sustainable world. The company partners with a global network of experts, opinion makers, academia and industry bodies to promote responsible standards and to increase positive social impact.

All third party names and logos are property of their respective owners and are used in this material for identification purposes only. Aegon Asset Management is not associated with, nor endorsed by, the organizations depicted above.

Responsible Investing Brochure

Responsible Investment Policy

Aegon Asset Management's investment centers follow a global Responsible Investment Policy and incorporate the principles into securities research.

Annual responsible investment report

Aegon AM reports on its responsible investment practices and initiatives in the annual report.

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Disclosures

All investments contain risk and may lose value. Socially responsible investing is qualitative and subjective by nature, and there is no guarantee that the criteria utilized, or judgement exercised, by any company of Aegon Asset Management will reflect the beliefs or values of any one particular investor. Socially responsible norms differ by region. There is no assurance that the socially responsible investing strategy and techniques employed will be successful. Investors should consult their investment professional prior to making an investment decision.

Aegon AM US, Aegon Investment Management B.V. (AIM) and Kames Capital (Kames) share a central responsible investment team. Certain personnel employed by AIM and Kames provide investment research and recommendations regarding the responsible investment policy, ESG data, engagement, reporting, and impact investments. These AIM and Kames personnel, with respect to their responsible investment responsibilities, are considered Aegon AM US access persons and subject to certain policies, monitoring, and supervision of the firm.