A year of evolution
Welcome to the Allianz Global Investors Sustainable Investing and Stewardship Report 2024.
Our report highlights achievements in 2024 alongside our strategy and ambitions for 2025. Building on our track record of 25 years in sustainable investing, our goal is to be a credible partner to our clients in supporting their sustainability ambitions.
2024 highlights at a glance
EUR 222bn
AUM in sustainability-focused and
impact-focused1 strategies.
211 sustainable funds
equivalent to 64% of our mutual fund AUM.2
605
company engagements
and
8,879
votes at shareholder meetings.
Impact:
EUR 560 million invested in our new Impact Private Credit strategy ahead of first close target date.
All data as at 31 December 2024
1Please note that “sustainability-focused” and “impact-focused” are Allianz Global Investors product categories. Reference to a fund being within them does not indicate the fund has a “sustainability focus” or “sustainability impact” label under the UK’s Sustainability Disclosure Requirements (SDR).
2 Our mutual fund AUM figure is a subset of our total AUM. The percentage number we quote here includes only EU-domiciled mutual funds reporting under EU Sustainable Finance Disclosure Regulation (SFDR) Article 8 or Article 9.
Our progress in 2024
While sustainable and impact investing is undergoing a period of accelerated development, our approach is guided by a long-term vision, focused on enabling distinct investment goals for clients and other stakeholders.
In 2024, our progress in building out our sustainability strategy included achievements in three key areas.
- Sustainable investing: demonstrating conviction
As our offering evolves, we remain committed to transparent, conviction-based sustainability and impact financing solutions across climate, planetary boundaries and social themes. - Active stewardship: scaling up our activities
Collaborative, thematic and fixed income engagements are priorities alongside selectively pre-announcing our votes and co-filing shareholder resolutions. - Impact investing: being a first mover
Our approach to impact investing in private markets – specifically private equity and private credit – prioritises evidence-based measurement of positive outcomes.
2024 milestones:
- 64% of our mutual fund AUM is now managed according to a sustainable investing approach.1
- Achieved strong net cash inflows into our Best Styles SRI strategy and Allianz Dynamic Multi Asset SRI strategy.2
- Demonstrated the importance of sustainable investing to all stakeholders through a global marketing campaign dedicated to our Global Sustainability strategy.
- Launched a European Long-Term Investment Fund – our first private-markets solution for retail clients in Europe.
- EUR 560 million invested into our new Impact Private Credit Strategy at first close.
- Established a new Impact Research Award recognising the role of academic research in our impact due diligence process.
- EUR 450 million invested at final closing of our Emerging Market Climate Action strategy – one of the world’s largest blended finance equity products.
All data as at 31 December 2024
1 This figure is a subset of our total AUM, and it includes only mutual funds in scope of EU Sustainable Finance Disclosure Regulation Article 8 or Article 9.
2 SRI: Socially Responsible Investing
2024 milestones:
- Number of company engagements increased by 26% to 605, vs 481 in 2023.
- Expanded our geographic reach: engagements in 39 locations, vs 32 in 2023.
- Voted at 8,879 shareholder meetings.
- Increased our engagement themes to include living wages, mental health, and artificial intelligence.
- Co-filed our first shareholder resolution on water use, with a constructive dialogue leading to a successful outcome.
- Strengthened our proxy voting policy and continued to pre-announce voting intentions ahead of Annual General Meetings.
All data as at 31 December 2024
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