Qualitative Analysis

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

FinanceMap Scores

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
$125B
-21%
5.6%

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel production companies are defined as those with primary sector of operations in the up-, mid-, and/or downstream segments of fossil fuel production. 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: $125B

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
Entergy Corp16.5%
American Electric Power Company Inc7.1%
AES Corp5.7%
DTE Energy Co5.4%
Southern Co4.4%
Tokyo Electric Power Company Holdings Inc4.3%
Duke Energy Corp3.6%
FirstEnergy Corp3.2%
Engie SA3.2%
Enel SpA2.7%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Volkswagen AG53.6%
Stellantis NV12.6%
General Motors Co5.0%
Honda Motor Co Ltd4.3%
Geely Automobile Holdings Ltd3.5%
Toyota Motor Corp3.2%
Subaru Corp2.5%
Ford Motor Co2.4%
Hyundai Motor Co1.4%
Kia Corp1.3%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Peabody Energy Corp70.8%
Glencore PLC11.5%
China Shenhua Energy Co Ltd6.0%
Coal India Ltd4.0%
Gujarat Mineral Development Corporation Ltd1.9%
Yankuang Energy Group Co Ltd1.4%
Arch Resources Inc0.9%
Exxaro Resources Ltd0.8%
NACCO Industries Inc0.5%
Adaro Energy Indonesia TBK PT0.5%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Devon Energy Corp9.9%
Canadian Natural Resources Ltd8.0%
Conocophillips7.8%
Pioneer Natural Resources Co6.2%
ARC Resources Ltd5.0%
Diamondback Energy Inc4.6%
Petroleo Brasileiro SA Petrobras4.6%
Exxon Mobil Corp4.5%
Suncor Energy Inc4.5%
TotalEnergies SE4.4%

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
United States
$12.4B
10.9%
-16%
United States
$7.01B
8.3%
-17%
United States
$6.98B
8.0%
-21%
United States
$4.29B
9.9%
-19%
United States
$3.07B
1.7%
N/A
United States
$3.0B
7.2%
-18%
United States
$1.86B
5.1%
15%
United States
$1.85B
5.1%
15%
United States
$1.78B
9.5%
-27%
United States
$1.57B
3.4%
-27%
United States
$1.47B
1.7%
N/A
United States
$1.44B
6.9%
-18%
United States
$1.38B
12.6%
-24%
United States
$1.35B
3.2%
5%
United States
$1.31B
5.8%
32%
United States
$1.2B
4.0%
-15%
United States
$1.12B
0%
N/A
United States
$949M
1.7%
N/A
Canada
$864M
N/A
N/A
United States
$722M
40.4%
-19%
United States
$712M
7.7%
-21%
United States
$672M
7.8%
-9%
United States
$616M
7.0%
-18%
United States
$550M
2.2%
N/A
United States
$530M
4.2%
-17%
United States
$419M
4.1%
-20%
Indonesia
$380M
N/A
N/A
United States
$348M
4.5%
-15%
United States
$307M
4.5%
-10%
United States
$300M
0%
N/A
United States
$278M
7.7%
-9%
United States
$278M
15.5%
-15%
United States
$264M
3.7%
-20%
Canada
$235M
13.1%
-3%
Bermuda
$234M
N/A
N/A
United States
$171M
6.8%
-31%
United States
$144M
15.7%
-23%
United States
$128M
2.2%
N/A
Bermuda
$128M
N/A
N/A
Canada
$115M
N/A
N/A
Malaysia
$111M
2.7%
N/A
Singapore
$107M
N/A
N/A
Malaysia
$103M
11.7%
-8%
Malaysia
$88.8M
N/A
N/A
Malaysia
$84.1M
N/A
N/A
Bermuda
$80.6M
N/A
N/A
India
$77.8M
14.0%
-37%
Bermuda
$68.4M
N/A
N/A
Malaysia
$66.3M
N/A
N/A
Bermuda
$62.5M
N/A
N/A
Bermuda
$57.9M
N/A
N/A
Bermuda
$57.4M
N/A
N/A
Bermuda
$56.1M
N/A
N/A
Philippines
$54.0M
N/A
N/A
Bermuda
$48.8M
N/A
N/A
Singapore
$47.9M
N/A
N/A
Bermuda
$41.7M
N/A
N/A
Malaysia
$38.3M
16.7%
-7%
Malaysia
$36.4M
6.9%
-39%
Singapore
$26.7M
N/A
N/A
Bermuda
$23.8M
N/A
N/A
Bermuda
$22.7M
N/A
N/A
Bermuda
$22.6M
N/A
N/A
Malaysia
$21.0M
N/A
N/A
Malaysia
$19.7M
4.8%
-16%
Taiwan
$19.3M
N/A
N/A
Canada
$15.9M
N/A
N/A
Malaysia
$14.2M
N/A
N/A
Japan
$14.2M
13.3%
-6%
Bermuda
$13.8M
N/A
N/A
Malaysia
$13.6M
2.2%
N/A
Bermuda
$13.4M
N/A
N/A
Malaysia
$12.1M
1.9%
N/A
Bermuda
$12.0M
N/A
N/A
Bermuda
$11.3M
N/A
N/A
Bermuda
$11.0M
N/A
N/A
Bermuda
$10.9M
N/A
N/A
Canada
$10.6M
N/A
N/A

Stewardship

C
Performance Band

64%
Voting Percentage

Detailed Evidence Used to Assess Manulife

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

B-
Performance Band

80%
Organisation Score

48%
Relationship Score

Detailed Evidence Used to Assess Manulife

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 Manulife - 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
 
44%
 
44%
 
40%
 
40%
 
51%
 
51%
 
58%
 
58%
 
60%
 
60%
 
41%
 
41%
 
43%
 
43%
 
55%
 
55%