The document discusses the transition of an investment portfolio from a traditional approach focused solely on financial returns to a more socially responsible investing approach that integrates environmental, social and governance (ESG) factors. It outlines changes made across different asset classes to include sustainability index funds, social impact investments, and ESG compliance as part of the investment process. The portfolio is described as being in transition towards fully integrating ESG criteria across the entire portfolio.
![Source: Adapted from Social Ventures Hong Kong, Virtue Ventures Social Enterprises Socially-Driven Businesses Pure Commercial Businesses Charities/ Non-Profit ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Ways of Utilizing Financial Resources - The “Spectrum”](https://image.slidesharecdn.com/landers-110302064414-phpapp01/85/Ways-of-Utilizing-Financial-Resources-The-Spectrum-1-320.jpg)
![Responsible Investing Source: Dow Jones Sustainability Indexes ,[object Object]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)