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ESG stands for Environmental, Social and Governance. ESG investing incorporates ESG concepts into investment philosophy. On top of traditional financial analysis, it examines a company's long-term development potential from the three dimensions of environment, social and governance.

ESG investing is a key entry point for the asset management industry to reshape values and facilitate sustainable high-quality development. Rooted in the origin of the asset management industry, Southern Asset Management practices what we preach. We are committed to creating continuous value for clients while implementing ESG investment philosophy, actively promoting the localization of ESG investing and taking real actions to facilitate sustainable economic and social development.

ESG Milestones
ESG Organizational Framework
To effectively promote and monitor the implementation of ESG investment strategies, Southern Asset Management has established an ESG management framework consisting of the "ESG Leadership Team + ESG Working Group".
ESG Rating System

Southern Asset Management has independently developed an ESG rating system and database with Chinese characteristics that is aligned with international standards. We have formed a three-dimensional ESG rating system mainly based on quantitative ratings and supplemented by analyst ratings and external ratings. This achieves in-depth integration of ESG with Chinese investment logic.

By the end of 2025, Southern Asset Management's ESG proprietary rating system covered over 5,100 A-share listed companies and over 7,400 bond issuers.

Features of ESG Rating System
Localization
Buyer Perspective
Technology Enablement
Industry Materiality
Multi-source Data
Controversy Events
ESG
Integrated Information Platform
Adhering to the principle of technology empowering finance, Southern Asset Management continues to increase investment in financial technologies. Through digital technology application, we strengthen ESG investment research capabilities and financial service functions and we are committed to building an intelligent asset management company. Southern Asset Management has independently established an ESG integrated information platform consisting of the data layer, model layer and application layer.
Multi-source Data
Intelligent Tools
Visualization Tools
Data Layer
External ESG Data
External ESG Ratings
Underlying Data
Climate-related Data
……
Internal ESG Data
Analyst Research Data
Underlying Data
Voting Recommendations
Internal Research Reports
Model Layer
Application Layer
ESG Rating System
Portfolio ESG Attribution
ESG Risk Alerts
Vote Tracking
Scenario Analysis and Stress Testing
……
Honors and Awards
ESG Information Disclosure
ESG Perspectives