Socially Responsible Emerging Markets Bond Strategy

What is the Socially Responsible Emerging Markets Bond Strategy?

PIMCO’s Socially Responsible Emerging Markets Bond Strategy combines PIMCO’s expertise in the active management of emerging markets debt with the expertise of the Socially Responsible Investing (SRI) screen provider, Storebrand. In this way the strategy aims to achieve solid financial returns while at the same time taking into account ESG (environment, social and governance) factors.

The strategy will use PIMCO’s longstanding emerging markets (EM) investment process but will not purchase securities issued by sovereigns and corporates that do not meet the SRI provider’s selection criteria.

We believe that the combination of the strengths of two industry leaders in their respective fields – PIMCO and Storebrand – provides an attractive investment proposition for clients seeking to take advantage of opportunities in the emerging markets whilst being mindful of socially responsible criteria.

​Why Socially Responsible Investing?

​What Is the Storebrand Approach to SRI?

​What is PIMCO’s Emerging Markets Investment Approach?

​PIMCO’s Emerging Markets Experience

​Applications for Emerging Market Strategies

​Investment Philosophy for Emerging Markets

Sources of Added Value

​Long‑Term Outlook for Emerging Markets

​Risk Management / Controls


Past performance is not a guarantee or a reliable indicator of future results. The value of shares can go up as well as down. The strategy may invest a portion of its assets in non-Euro securities, which can entail greater risks due to non-Euro economic and political developments. This risk may be enhanced when investing in Emerging Markets. Investment in a strategy that invests in high-yield, lower-rated securities, will generally involve greater volatility and risk to principal than investments in higher-rated securities. This strategy may use derivative instruments for hedging purposes or as part of its investment strategy. Use of these instruments may involve certain costs and risks. Portfolios investing in derivatives could lose more than the principal amount invested.