Value Partners Group Limited

Climate Impact & Sustainability Data (2021, 2022, 2023)

Established an ESG Committee to oversee ESG initiatives and provide comprehensive oversight and governance on ESG-related subjects.

Established an ESG Committee to oversee climate-related initiatives.
Integrated climate-related risks and issues into investment and risk management processes.
Implemented a risk-based exclusion process for companies with material adverse ESG impacts, including climate-related considerations.

Managing climate-related risks across diverse sectors and regions.
Ensuring alignment of portfolio companies with climate-related frameworks and goals.

Utilizes proprietary ESG Scorecard for climate risk assessment.
Engages with portfolio companies to validate ESG ratings and understand climate goals.
Monitors climate risk across portfolios using internal risk reporting tools and third-party data providers.
Collaborates with Investment Management and Risk Management teams to manage and monitor climate-related risks.

Frameworks Used: TCFD, SBTi, UNGC

Launched an environmental strategy in Japan (2021), "Grow the next gen" agenda (e.g., “University Elite ESG Challenge”) (2023)

Established Responsible Investing policy (2019), Established a dedicated ESG investment team (2020), Set up ESG committee as the Group’s governance body (2020), Enhanced ESG disclosures on Group’s ESG report (2020), Ramped up ESG proprietary scorecard to 100% coverage rate for our listed equity investees and fixed income issuers (2021), Built Responsible Investing policy on real estate private equity strategy (2021), Enhanced proprietary assessment framework (2022), Enhanced climate considerations across portfolios (2022), Published Climate Disclosure policy (2022), Launch of ESG Article 8 strategy (2023), Expansion of ESG research coverage (2023), Articulate engagement activities (2023), Further enhancement of portfolio disclosure and reporting (2023)

Headwinds from interest rate hikes, moderation of China’s post-Covid recovery, uncertainty around inflation, geopolitical instability, and investor confidence
Volatile market conditions causing a risk-off stance from investors

Disciplined cost control with total expense decreased 18% yoy
Focus on income-themed solutions
Continued expansion of alternatives and thematic suites
Focus on cross-border businesses and product solutions
Providing clients with comprehensive insights to navigate market risks and identify suitable investments
Strengthening relationships with distribution partners by providing suitable investment solutions

Frameworks Used: UNPRI

ESG Elite Award (Distinction), Institute of ESG and Benchmark’s ESG Achievement Awards 2022/2023, ESG Leading Enterprise Awards, Yin Hua Award Best Foreign Private Fund Company, 5th Overseas Fund Golden Bull Award Best Overseas MRF, Most Popular Investment Partner (Overseas), Best Offshore Trustee Institution, Asia Asset Management 2022 Best of the Best Awards Best WFOE House