NEAM is dedicated to supporting our insurance company clients as they navigate the sustainable investment requirements of their relevant constituents (board of directors, shareholders and regulators) and the implementation of Environmental, Social and Governance (ESG) factors within their investment portfolios.  

ESG considerations are integrated into our standard investment process¹ and solutions. As part of NEAM’s partnership-like approach, we support our clients in the implementation of their business’s ESG objectives and strategy within their investment portfolio. 

NEAM’s ESG Risk Management Committee, (chaired by our Head of Sustainable Investing) is comprised of members of senior management and is responsible for the firm’s Sustainable Investing Policy Statement in addition to high level, strategic decisions in ESG implementation across the organization. The committee reviews sustainable investment market trends and monitors regulatory developments, in an effort to remain current on issues that impact ESG for the insurance investor.

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We have integrated ESG considerations into our investment process¹ capturing financial and non-financial ESG data to complement our standard qualitative and quantitative research. This facilitates a well-rounded research base informed by ESG investment considerations. Our Research Analysts regularly review and evaluate ongoing risk at both the sector and issuer level. All of our investment sector heads and many of our senior management have completed the PRI Academy’s Foundations in Responsible Investment course.

Our portfolio managers can assist clients in developing a responsible investment policy in alignment with their wider corporate sustainability goals and objectives, by recommending an appropriate blend of tools to be employed within their specific investment strategy and guidelines. Specific investment decisions are made while keeping the big picture in mind.

We support “values aligned” customization through a blend of tools from our modular Sustainable Investment Toolkit:

We believe the ability to monitor the potential impact of ESG and climate change on investment portfolios and risk profiles is an important element of asset management for insurers. To support this, NEAM has developed a sophisticated reporting package which includes:

• ESG Risk Metrics
• GSS Bond Holdings
• Carbon Metrics
• Sector Involvement
• Climate Change Risk Stress Testing

In addition, we can provide our clients with additional investment related data needed for their own corporate disclosures under a variety of disclosure regimes (e.g. CSRD, TCFD / ISSB, etc.).

¹ Where deemed applicable and data for investment sector permits.
² NEAM acknowledges the importance of climate change, and we support the goal of the UNFCCC 2015 Paris Agreement of limiting the increase of global temperature to below 2 degrees Celsius (preferably 1.5 degrees Celsius) above pre-industrial levels. We commit to supporting those of our insurance company clients who aim to play a role in achieving this goal.
³ Green, Social, Sustainable, Sustainability-linked Bonds