2021
2020
2019
2018
2017
2016
2015
2014
2021
Launched a Total Return Bond ESG strategy, our first ESG-focused U.S. mutual fund
Converted four UCITS funds into ESG strategies: Global High Yield ESG, European High Yield ESG, Emerging Market Corporate ESG, European Corporate ESG
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Evolved ESG Governance—created an ESG Policy Committee and ESG Ratings Sub-Committee and ESG Working Groups
Made enhancements to ESG impact ratings frameworks for corporates and structured products to increase the granularity and detail of rating guidance
Developed Social and Sustainable Bonds assessment frameworks, and a distinctive Sustainability-Linked Bonds assessment framework
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Expanded the ESG Research team to five; hired a
Vice-President, ESG Research in the U.S.
Published Sustainability Risk and Sustainability Due Diligence policies as PGIM Netherlands and the UCITS funds became subject to the EU Sustainable Finance Disclosure Regulation (SFDR). PGIM, Inc. and PGIM Limited elected to comply with Principle Adverse Impacts due diligence requirements under SFDR
Updated and enhanced ESG Policy to incorporate ESG Impact and Climate Risk assessments
Published a comprehensive ESG Annual report and applied to become a signatory to the UK Stewardship Code
Enhanced ESG engagement reporting tools
Initiated engagements with originator/underwriting banks to improve ESG Disclosures in Leveraged Finance
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Developed prototype for Net Zero Alignment Assessment tool
Published a number of thought leadership papers and blogs
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Joined PRI Advisory Committee on Structured Products
Launched proprietary ESG Impact Ratings across all asset classes
Launched first dedicated ESG Strategy: Global Corporate ESG
Became a supporter of the Task Force for Climate Related Financial Disclosures (TCFD)
Appointed Head of ESG Research and a Vice-President, ESG Research EMEA
2014
2015
2016
2017
2018
2019
2020
2021
Developed Green Bonds assessment framework
Started work towards becoming a UK Stewardship Code signatory
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2020
2019
Signed PRI Statement on ESG in Credit Risk and Ratings
Hired MSCI for ESG data, screening and research
Initiated development of ESG Impact Ratings for Sovereigns, Corporates, and Securitized Products
2014
2015
2016
2017
2018
2019
2020
2021
2018
Launched documentation of ESG integration in Relative Value decision-making
Appointed a dedicated ESG specialist within credit group
Enhanced ESG portfolio reporting capabilities
Introduced internal ESG ratings for Asset-backed securities
2014
2015
2016
2017
2018
2019
2020
2021
2017
Developed internal ESG sovereign ratings framework
2016
Added formal ESG section to our in-depth credit write ups
Initiated formal tracking of ESG issues and engagements
2014
2015
2016
2017
2018
2019
2020
2021
2015
Incorporated documentation of material ESG issues in internal credit reports
2014
Formed ESG Committee within PGIM Fixed Income
Signed UN Principles for Responsible Investment (UNPRI)
Hired Sustainalytics for UNGC breaches/product involvement screening, and ESG research
2014
2015
2016
2017
2018
2019
2020
2021
