Investment Strategies

Our Dedicated ESG Strategies at Work

PIMCO’s dedicated ESG strategies follow a simple belief: investors can achieve financial returns and make a positive impact. To do this, we use three building blocks – exclude, evaluate, engage – on top of our time-tested investment process used in every portfolio.

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Text on screen: PIMCO: Pushing for Positive Change

Shot of a bamboo forest.

We firmly believe investors should be able to do well while they do good with their portfolio.

Shots of PIMCO employees working and employees in a meeting

That’s why at PIMCO, we’ve broadly integrated ESG considerations into our overall bond investment process

Shot of a solar power station

and across our trading floor.

Four shots of PIMCO employees working

We believe sustainability shouldn’t be an afterthought.

And for investors looking for more, we’ve built dedicated ESG portfolios that take it a step further, relying on an investment approach that we call the three Es: exclude, evaluate and engage.

Three shots on screen: cigarette manufacturing, person reading through papers, a meeting. Latter two shots transition away and shot of a man shoveling coal appears on screen.

We exclude issuers in our ESG-dedicated portfolios that are fundamentally misaligned with sustainability practices.

Shots of a water treatment plant and a farm field.

We evaluate issuers with a proprietary scoring system that can help identify best-in-class ESG opportunities.

Shot of PIMCO employees working.

And ultimately, we look to engage and collaborate with issuers in order to influence behaviors,

Four shots on screen: Wind turbines, someone plugging in an electric car, geothermal plants, and waves.

supporting businesses that demonstrate a willingness to improve practices.

Shot of a bamboo forest

Text on screen: ESG for Positive Change 

When it comes to pushing for positive change and helping our clients achieve their financial goals, we don’t think you have to choose one or the other; we believe we can do both.

Want to know more about how we do ESG? 

Visit us at pimco.com

Call-to-action: What to know more about how we do ESG? Visit us at www.pimco.com/esg-report-2018

Disclosure


Socially responsible investing is qualitative and subjective by nature, and there is no guarantee that the criteria utilized, or judgment exercised, by PIMCO will reflect the beliefs or values of any one particular investor. Information regarding responsible practices is obtained through voluntary or third-party reporting, which may not be accurate or complete, and PIMCO is dependent on such information to evaluate a company’s commitment to, or implementation of, responsible practices. Socially responsible norms differ by region. There is no assurance that the socially responsible investing strategy and techniques employed will be successful. Past performance is not a guarantee or reliable indicator of future results.

This material contains the opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.

CMR2019-0520-397985

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