At AQUMON, we pride ourselves in committing to societal progression and bringing about positive change for the community.  As such, we would like to share with you our pledge to building a more sustainable future through our Environmental, Social and Governance (ESG) initiatives.

 

AQUMON’s mission has been unwavering since the day of the brand’s inception: to leverage technology to make data-driven investment decisions that create value for our clients. This is in hopes that we can support more people in growing their wealth and improving their quality of life. To bring about long-term positive impact within the community, AQUMON has established its own ESG committee dedicated to addressing issues and integrate our ESG policies on a company-wide level to (1) improve longer-term shareholder value, (2) reduce risk and (3) ensure alignment with AQUMON’s core values.

 

To hold ourselves accountable on an international standard, AQUMON bases our ESG goals upon the United Nations Development Program’s (UNDP) Sustainable Development Goals as well as the Hong Kong Securities and Futures Commission’s (SFC) Fund Manager Code of Conduct in disclosing climate-risks. Under these guidelines, AQUMON’s teams work tirelessly to ensure our communication on our ESG initiatives remains at all times transparent, timely and accurate. Below are the commitments we pledge to undertake that are relevant to the business operations as well as the investment conduct:

 

 

AQUMON ESG Pledge

 

1. We pledge to provide for the well-being and health of our AQUMON staff through accessible, quality healthcare and financial risk protection (SDG 3.8): 

 

AQUMON provides mandatory healthcare benefits to our staff and we actively track the amount of sick days our talents experience.  In addition, we offer guidance and counselling over pandemic fatigue and have a lenient "sick leave" policy to encourage our talents to get vaccinated.

 

2. We pledge to ensure inclusive and equitable quality financial education and promote lifelong learning opportunities for our talents and our community (SDG 4.3): 

 

AQUMON actively tracks the amount of students' internships given out by gender and age; we don’t believe that gender or age should be a deterrent in entering the Fintech industry.  In addition, we provide internal training and educational webinars in hopes of improving the financial literacy of the general population as well as our internal talents. We work closely with educational institutions and universities to further promote education on the matters of Fintech and finance for all.

 

3. We pledge to achieve gender equality through active correction of gender imbalances and empower more women to participate in finance (SDG 5.4 and 5.5):

 

AQUMON proactively tracks and promotes our women in managerial positions to achieve their full potential. In addition, we make a conscious effort to ensure gender diversity and dissuade gender-bias throughout the company.

 

4. We pledge to promote accessible, inclusive and sustainable economic growth for all through our Fintech platform (SDG 8):

 

As part of our founding mission to make finances inclusive to all,  AQUMON pledges to continue innovating and improving our digital platforms and WealthTech products to ensure socially-beneficial wealth management services can be accessible to all. We keep track of our users and our partner’s clients to provide greater data for market penetration.  In addition, we also keep track of the performance of our users’ portfolios, in hopes to help users accumulate positive, long-term wealth; our ultimate aim is to encourage economic growth and prosperity within the community.

 

5. We pledge to contribute to the building of resilient and effective technological infrastructure through continuous innovation and research, to bring the best available technology to our users and community (SDG 9.5): 

 

AQUMON has always been a research and innovation based company.  Our DNA and founding backbone is based on our expansive team of researchers, IT developers and financial experts.  To ensure our foster innovation and  contribute to the work of quantitative sciences and data-research, we provide detailed reports of our collaboration with renowned universities.  In addition we report the amount of R&D input we've placed within the company to the board and ensure a balanced ratio of researchers on AQUMON's team.

 

6. We pledge to ensure equal opportunity and reduce the inequalities of outcome within our company’s operations through stringent observation of AQUMON’s company policies (SDG 10.3 and 16b):

 

To ensure equal opportunity and reduce inequalities of outcome, AQUMON proactively seeks to establish and monitor anti-discriminatory policies and practices. Our internal policies are enforced and applicable to all of AQUMON’s talents to promote equal opportunity and reduce discrimination.

 

7. We pledge to commit to meet the Paris Agreement target of net zero CO2 emissions by 2050. 

 

AQUMON has developed policies alongside our strategic partners to be accountable for our carbon consumption in daily operations, including water usage, electricity usage, recycling initiatives in order to achieve a more sustainable and environmentally conscious workplace.

 

 

ESG Integration within our Investment Framework

 

In addition to our pledges above, we have a firm-wide commitment to integrate ESG factors into our investment processes.  The integration of ESG factors into the evaluation of an individual security/asset or an external investment manager should be comprehensive. 

 

In assessing the materiality of impact of climate-related risks, international standards e.g. Principles for Responsible Investment (PRI), Common Principles for Climate Mitigation Finance Tracking will be considered by evaluating the underlying carbon footprint of the business invested in the long run.

We actively look at the underlying assets and go through a rigorous evaluation of each of the investments, underlying assets and businesses to assess the following:

1. Identify relevant and material physical and transition climate-related risks for each investment strategy and fund managed.

 

2. Assess and analyse the impact that these risks may pose on the performance of the product as well as their compatibility with UNDP, Paris Agreement and SFC regulations and policies.

 

3. We will disclose the carbon emission and climate-related risks of our investment portfolios, investment strategies, funds and their underlying assets to the best of our knowledge.

 

4. Research and look into opportunities created through green technology and green energy initiatives.

 

5. Base our investment decision-making and management through repeated and ongoing analysis of the ESG factors.  This is done through our extensive algorithms to assess relevant and weighted ESG considerations.

 

For more information on our ESG policy related to our investments, please stay tuned to the announcement of our ESG investment policy shortly. 

 

Thank you for your continued support and belief in what we do.  We look forward to building a brighter, better future together. 

Want to do good now? Put your money where your heart is.  Learn more about how you can invest into a better tomorrow through our portfolios. 

 

 

 

 

 

 

 

 

 

About us

AQUMON is a Hong Kong based award-winning financial technology company. Our mission is to leverage smart technology to make next-generation investment services affordable, transparent and accessible to both institutional clients and the general public. Through its proprietary algorithms and scalable, technical infrastructure, AQUMON’s automated platform empowers anyone to invest and maximise their returns. AQUMON has partnered with more than 100 financial institutions in Hong Kong and beyond, including AIA, CMB Wing Lung Bank, ChinaAMC, and Guangzhou Rural Commercial Bank. Hong Kong University of Science and Technology, the Alibaba Entrepreneurs Fund, affiliate of BOC International Holdings Limited, Zheng He Capital Management and Cyberport are among AQUMON's investors. 

 

The brand is held under Magnum Research Limited and is licensed with Type 1, 4 and 9 under the Securities and Futures Commission (SFC) of Hong Kong. AQUMON is also licensed by the U.S. Securities and Exchange Commission (SEC) and the Asset Management Association of China (AMAC).

 

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