Responsible Investing

Responsible Investing

Learn how Aon can help your organization make more informed and responsible investment decisions.

What is Responsible Investing?

There is wide variation in what institutional investors want and can do in the responsible investing space. In addition, there may be confusion about the terminology and the different responsible investing approaches are often misunderstood. Aon’s view is that investors may implement across a spectrum of actions, including:

  • Screening: The exclusion of or divestment from assets or companies that may not be aligned with an investor’s objectives, values or policies.
  • Integration: The systematic identification and analysis of environmental, social and governance (ESG) risks and opportunities to inform both asset valuations and selection and improve long-term, risk-adjusted returns. This is not a values-based activity.
  • Impact: Seeking positive social and/or environmental outcomes through the portfolio. Impact outcomes are considered alongside sufficient financial returns.
  • Stewardship: Exercising ownership rights to preserve and enhance the long-term value of assets or, in some cases, to improve social or environmental outcomes, including supporting a well-functioning financial system.

More details of our definitions and approach can be found in Aon’s Global Responsible Investing Policy.

Why is Responsible Investing Important?

The ability to effectively navigate and understand the broader landscape of investment risks and opportunities has never been more important. Responsible investing advice, data, tools and solutions can help clients make more informed decisions in alignment with their fiduciary duties, regulatory requirements and values or commitments.

How Aon Can Help

Aon can help its clients make more informed and responsible investment decisions in alignment with their fiduciary duties, regulatory requirements, and values or commitments. Leveraging across Aon’s business lines with our dedicated and global experts, we can be an outstanding long-term partner for your responsible investing needs.

  • Diagnose

    Provide analytical solutions that help enhance the understanding of risks, opportunities and stakeholder expectations.

  • Advise

    Advise capabilities to set, plan for and accelerate responsible investment goals and objectives.

  • Deliver

    Deliver sourcing investment solutions that may help portfolios to be more resilient and impactful.

Introducing Aon's RI-360i

Responsible Investment Insights

Investment advice and consulting services are provided by Aon Investments USA Inc. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Information contained herein is for informational purposes only and should not be considered investment advice. Investment advice and consulting services are provided by Aon Investments USA Inc. (“AIUSA”). The information contained herein is given as of the date hereof and does not purport to give information as of any other date. The delivery at any time shall not, under any circumstances, create any implication that there has been a change in the information set forth herein since the date hereof or any obligation to update or provide amendments hereto. This document is not intended to provide, and shall not be relied upon for, accounting, legal or tax advice or investment recommendations. Any accounting, legal, or taxation position described in this presentation is a general statement and shall only be used as a guide. It does not constitute accounting, legal, and tax advice and is based on AIUSA’s understanding of current laws and interpretation. This document is intended for general information purposes only and should not be construed as advice or opinions on any specific facts or circumstances. The comments in this summary are based upon AIUSA’s preliminary analysis of publicly available information. The content of this document is made available on an “as is” basis, without warranty of any kind. AIUSA disclaims any legal liability to any person or organization for loss or damage caused by or resulting from any reliance placed on that content. AIUSA reserves all rights to the content of this document. No part of this document may be reproduced, stored, or transmitted by any means without the express written consent of AIUSA.

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