Qualitative Analysis

FinanceMap scores this financial institution in the following areas. Please navigate to the relevant tab for in-depth analysis

FinanceMap Scores

Governance Score

Stewardship Score

Policy Engagement Score

Top Line Target

Net Zero

Portfolio Analysis

FinanceMap assesses these portfolios for this financial institution. Please navigate to the relevant tab for in-depth analysis.

Activity Stream
Value Assessed
Portfolio Paris Alignment Score
Exposure to Fossil Fuels
Equity Asset Management
$79.8B
-17%
3.0%

Governance

B
Performance Band

80%
Organisation Score

Detailed Evidence Used to Assess Allianz

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions climate governance, targets and policies. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $79.8B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
RWE AG16.0%
Enel SpA8.5%
Iberdrola SA7.7%
PGE Polska Grupa Energetyczna SA7.5%
SSE PLC6.7%
Enea SA5.6%
Tauron Polska Energia SA5.3%
Engie SA5.2%
EDP Energias de Portugal SA4.4%
Drax Group PLC3.4%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Stellantis NV33.2%
Mercedes Benz Group AG13.3%
Bayerische Motoren Werke AG10.7%
Volkswagen AG10.5%
General Motors Co4.7%
Mazda Motor Corp3.7%
Guangzhou Automobile Group Co Ltd2.7%
Maruti Suzuki India Ltd2.7%
Hyundai Motor Co2.6%
Toyota Motor Corp2.6%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Jastrzebska Spolka Weglowa SA44.6%
Glencore PLC22.0%
CONSOL Energy Inc10.2%
Warrior Met Coal Inc10.1%
Peabody Energy Corp5.3%
Arch Resources Inc4.1%
United Tractors Tbk PT1.7%
NACCO Industries Inc1.0%
Alpha Metallurgical Resources Inc0.7%
Whitehaven Coal Ltd0.2%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Shell PLC12.3%
TotalEnergies SE11.3%
BP PLC10.5%
CNOOC Ltd6.8%
PetroChina Co Ltd6.4%
Eni SpA5.4%
Petroleo Brasileiro SA Petrobras4.7%
Repsol SA3.4%
NK Lukoil PAO3.3%
Chevron Corp3.0%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
Luxembourg
$5.23B
0%
N/A
Luxembourg
$5.18B
5.1%
100%
Luxembourg
$3.77B
6.7%
6%
Luxembourg
$2.47B
5.0%
-12%
United States
$2.44B
8.3%
-21%
Luxembourg
$2.4B
7.9%
-20%
Germany
$2.09B
0%
N/A
Germany
$2.05B
10.9%
-19%
Germany
$2.04B
1.4%
N/A
Germany
$1.66B
10.2%
1%
Luxembourg
$1.64B
4.8%
100%
Luxembourg
$1.5B
11.4%
-11%
Germany
$1.47B
0%
N/A
Luxembourg
$1.42B
N/A
N/A
Hong Kong
$1.36B
6.7%
-7%
United States
$1.3B
11.2%
-13%
United Kingdom
$1.09B
<1%
N/A
United Kingdom
$1.02B
16.4%
-54%
Luxembourg
$958M
<1%
N/A
Luxembourg
$956M
11.7%
-21%
Hong Kong
$954M
7.9%
-38%
Luxembourg
$925M
5.9%
-19%
Luxembourg
$842M
13.5%
-8%
Luxembourg
$819M
0%
N/A
France
$819M
10.1%
4%
United States
$817M
4.4%
-15%
Poland
$735M
17.0%
-11%
Luxembourg
$729M
0%
N/A
Luxembourg
$726M
4.7%
100%
United Kingdom
$551M
7.4%
-8%
Hong Kong
$496M
N/A
N/A
Germany
$486M
N/A
N/A
Germany
$470M
0%
N/A
Luxembourg
$468M
3.6%
28%
Luxembourg
$465M
9.6%
-16%
Luxembourg
$461M
1.9%
N/A
United Kingdom
$428M
12.6%
-69%
Luxembourg
$422M
2.4%
N/A
Luxembourg
$414M
10.1%
3%
Germany
$391M
0%
N/A
United States
$387M
7.6%
-18%
Luxembourg
$365M
5.2%
-84%
France
$348M
15.4%
-16%
Luxembourg
$323M
35.8%
6%
Germany
$313M
0%
N/A
Germany
$303M
7.4%
-20%
United Kingdom
$292M
10.7%
-100%
United Kingdom
$284M
0%
N/A
Luxembourg
$281M
11.9%
4%
Switzerland
$275M
N/A
N/A
Germany
$258M
6.5%
-2%
Luxembourg
$252M
0%
N/A
Italy
$251M
6.3%
-13%
Germany
$250M
0%
N/A
United States
$241M
0%
N/A
Luxembourg
$230M
3.9%
20%
Luxembourg
$217M
13.4%
-13%
United Kingdom
$211M
5.2%
100%
Luxembourg
$210M
1.0%
N/A
Germany
$197M
N/A
N/A
Luxembourg
$190M
10.3%
-11%
Germany
$182M
7.4%
-19%
Luxembourg
$172M
9.8%
-16%
Luxembourg
$159M
7.5%
-23%
France
$157M
0%
N/A
Luxembourg
$153M
10.7%
-25%
Germany
$152M
N/A
N/A
United Kingdom
$147M
11.6%
-25%
Luxembourg
$143M
11.4%
-21%
Luxembourg
$139M
5.4%
2%
Poland
$137M
18.4%
-92%
Luxembourg
$130M
2.2%
N/A
Luxembourg
$128M
5.4%
-28%
Luxembourg
$128M
1.8%
N/A
France
$127M
N/A
N/A
United States
$120M
4.6%
-18%
Malaysia
$119M
N/A
N/A
Luxembourg
$116M
5.1%
-20%
Italy
$114M
7.4%
-23%
United States
$114M
N/A
N/A
France
$112M
11.3%
1%
Germany
$107M
5.2%
32%
France
$106M
13.6%
-15%
France
$104M
N/A
N/A
Luxembourg
$104M
15.7%
-11%
Luxembourg
$97.6M
7.2%
-3%
Austria
$96.0M
15.1%
-7%
United Kingdom
$93.4M
9.8%
-24%
Luxembourg
$90.8M
1.9%
N/A
Luxembourg
$89.4M
25.3%
-18%
Luxembourg
$88.4M
4.0%
-17%
Luxembourg
$79.0M
13.1%
-6%
Luxembourg
$77.6M
12.5%
7%
Luxembourg
$70.6M
6.1%
-16%
Luxembourg
$70.6M
0%
N/A
France
$64.3M
3.7%
-15%
Luxembourg
$62.1M
6.8%
-10%
Germany
$61.4M
N/A
N/A
Singapore
$61.0M
9.9%
-20%
United Kingdom
$53.8M
5.2%
-82%
Luxembourg
$52.1M
10.4%
-30%
Luxembourg
$50.2M
6.2%
-38%
Italy
$47.7M
5.7%
-12%
Luxembourg
$46.9M
11.9%
-2%
Luxembourg
$46.3M
8.0%
-10%
Luxembourg
$45.3M
7.8%
-19%
United Kingdom
$38.9M
6.8%
6%
Luxembourg
$38.3M
5.1%
-49%
Luxembourg
$33.2M
1.5%
N/A
France
$32.5M
1.8%
N/A
Poland
$30.2M
14.0%
-4%
France
$28.3M
N/A
N/A
Malaysia
$27.5M
N/A
N/A
Malaysia
$26.5M
7.2%
-26%
France
$26.2M
N/A
N/A
Luxembourg
$25.8M
16.4%
-38%
France
$25.4M
N/A
N/A
Poland
$22.3M
2.4%
N/A
Luxembourg
$18.7M
7.2%
-100%
Poland
$16.7M
N/A
N/A
Poland
$16.3M
N/A
N/A
Luxembourg
$12.1M
9.1%
-19%
Greece
$11.9M
9.6%
20%
Austria
$11.7M
N/A
N/A
Austria
$11.5M
15.4%
-10%
France
$11.1M
11.8%
-26%
Austria
$10.4M
N/A
N/A
France
$9.93M
4.0%
92%

Stewardship

B+
Performance Band

72%
Voting Percentage

Detailed Evidence Used to Assess Allianz

The following table outlines the key queries and data sources, which FinanceMap uses to assess asset managers' corporate engagement programs. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Policy Engagement

C
Performance Band

73%
Organisation Score

54%
Relationship Score

Detailed Evidence Used to Assess Allianz

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions’ sustainable finance policy engagement. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Detailed Evidence Used to Assess Allianz - Relationships

In this section, we depict graphically the relationships the corporation has with trade associations, federations, advocacy groups and other third parties who may be acting on their behalf to influence climate change policy. Each of the columns above represents one relationship the corporation appears to have with such a third party.

In these columns, the top, dark section represents the strength of the relationship the corporation has with the influencer. For example if a corporation's senior executive also held a key role in the trade association, we would deem this to be a strong relationship and it would be on the far left of the chart above, with the weaker ones to the right. Click on these grey shaded upper sections for details of these relationships. The middle section contains a link to the organization score details of the influencer concerned, so you can see the details of its climate change policy influence. Click on the middle sections for for details of the trade associations. The lower section contains the organization score of that influencer, the lower the more negatively it is influencing climate policy.

Strength of Relationship
STRONG
 
 
 
 
 
 
 
WEAK
 
41%
 
41%
 
43%
 
43%
 
58%
 
58%
 
71%
 
71%
 
40%
 
40%
 
56%
 
56%
 
51%
 
51%
 
82%
 
82%
 
49%
 
49%
 
50%
 
50%
 
60%
 
60%
 
52%
 
52%
 
49%
 
49%
 
53%
 
53%
 
55%
 
55%