Ping An Group

China

$513B in AUM

$1.59T in Total Assets

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

Carbon Neutral

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
Bond Underwriting
$42.0B
-19%
7.1%
Equity Asset Management
$1.53B
-32%
2.4%

Governance

D
Performance Band

47%
Organisation Score

Detailed Evidence Used to Assess Ping An Group

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.

Portfolio Paris Alignment

Portfolio Paris Alignment analysis of this institution's activities in this portfolio area in 2020–2021.

Bond Underwriting Paris Alignment

Value Assessed: $42.0B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors to which this portfolio has exposure. 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

Portfolio Forecast Production in Sector

Portfolio Forecast Production in Sector

Portfolio Forecast Production in Sector

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: $1.53B

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
Huadian Power International Corp Ltd26.5%
China Resources Power Holdings Co Ltd23.2%
China Power International Development Ltd14.1%
Huaneng Power International Inc9.4%
Gd Power Development Co Ltd5.4%
Power Assets Holdings Ltd3.9%
Datang International Power Generation Co Ltd3.8%
Sichuan Chuantou Energy Co Ltd3.2%
Shenergy Co Ltd1.8%
SHANGHAI ELECTRIC POWER CO LTD1.4%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
BYD Co Ltd81.2%
Geely Automobile Holdings Ltd7.7%
Guangzhou Automobile Group Co Ltd3.7%
Great Wall Motor Co Ltd3.3%
SAIC Motor Corp Ltd3.1%
FAW Jiefang Group Co Ltd1.0%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
China Shenhua Energy Co Ltd82.7%
Yankuang Energy Group Co Ltd17.2%
Shanxi Meijin Energy Co Ltd0.1%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
CNOOC Ltd85.8%
China Petroleum & Chemical Corp8.1%
PetroChina Co Ltd6.1%
Oriental Energy Co Ltd<0.1%
Guanghui Energy Co Ltd<0.1%
Kunlun Energy Company Ltd<0.1%

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.

Stewardship

D
Performance Band

N/A
Voting Percentage

Detailed Evidence Used to Assess Ping An Group

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

64%
Organisation Score

42%
Relationship Score

Detailed Evidence Used to Assess Ping An Group

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 Ping An Group - 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%