Schroders Global Investor Study 2022: Close to 90% of Hong Kong investors find sustainable funds attractive


A large majority of Hong Kong investors are drawn to sustainable funds (88%), primarily for environmental concerns, although they also want to exert influence in relation to societal issues, the Schroders Global Investor Study 2022 has found.

Environmental impact remains the most attractive feature of sustainable funds (51%) for investors, followed by alignment with their societal principles (38%).

Investment returns remain crucial to investors, but many believe that sustainable practices are tied to greater profitability and success over the long term, with 63% in Hong Kong taking that view.

The sustainability-focused findings of Schroders’ flagship study, which surveyed over 23,000 people who invest from 33 locations globally including 500 from Hong Kong, also found that among those who recognise the attractiveness of sustainable funds, 58% of them said sustainability as a thematic investment has become more attractive in the last six months.

Drivers for sustainable investments

Hong Kong investors said the most important driver that would encourage them to increase their sustainable investments is the ability to choose investments that are aligned to their personal sustainability preferences (77%), followed by data or evidence that shows investing sustainably delivers better returns (42%).

As such, many investors are considering sustainable funds in their investment strategies, with 59% of them already investing up to 30% of their portfolios in this way. Overall, investors in Hong Kong have nearly a quarter (24%) of their portfolios allocated to sustainable investments.

They are also increasingly realising that investment practices have an important role to play in tackling global sustainability issues. 65% of Hong Kong investors agree that investment can drive progress in sustainability challenges such as climate change. Specifically on climate change, 74% of investors view this as a key concern.

Hong Kong press release 20220928 Chart 1 HKEN

Amy Cho, Chief Executive Officer, Hong Kong and Deputy Head, Asia Pacific, commented:

“We are excited to see Hong Kong investors’ interest in exploring sustainable investments are favourably on the rise, and that many of them are already taking action. This goes to show that investors are increasingly paying attention to the environmental, social, and governance (ESG)-related issues around them, and seeking out investment solutions that could have lasting positive impact on the world.”

Desire to make an impact

When it comes to the desired area of impact from sustainable investments, there is a diverse range of specific environmental and societal interests. Investors in Hong Kong want their investments to have an impact primarily on improving health and wellbeing (45%), quality of education (42%), and clean water and sanitation (37%).

Hong Kong press release 20220928 Chart 2 HKEN

Despite wanting to make a positive impact through their investment portfolios, 70% of those surveyed in Hong Kong still see the lack of transparency and reported data from providers about the impact of sustainable investments as the biggest barrier to increasing this type of investment.

Financial education is a key element in driving more capital towards sustainable investing. The more people who are able to understand the products they invest in and their impact on society and the environment, the more capital the financial markets should see flowing into sustainable investing.

This goes to show that what people seek is essentially guidance and clarity. Encouragingly, investors in Hong Kong are willing to learn more about sustainable investments, with nearly half (48%) saying they have access to and engage with education about sustainable investments in general. They are also engaging with data or evidence that shows investing sustainably delivers better returns (42%), while some look to their financial adviser to outline their sustainable investment options (40%).

Each quarter, Schroders provides an update on the themes shaping the sustainability landscape. These reports have been created to demonstrate Schroders’ commitment to integrating ESG factors into the firm’s investment processes.

Amy Cho commented:

“While some investors are still looking for convictions to increase their sustainable investments, it is also encouraging to see that they are eager to learn more about the different types of sustainable investments available and aligning their portfolios with their personal sustainability preferences. Our online ‘Beyond Profit’ resource hub is available to all investors to empower them to better understand the concept of sustainable investing.”

“Schroders has been taking proactive steps to ensure that our investment actions are harmonised with our clients’ sustainability objectives, from launching proprietary assessment tools such as SustainEx to having integrated ESG factors into our investment decision making since 2020. SustainEx identifies unpriced future risks through forward-looking measurement of 30+ environmental and social impacts that are yet to be reflected in financial statements, thereby supporting our investment teams in assessing impact, areas of risk and possible engagement topics.”

“We welcome the identification of relevant Hong Kong authorised ESG funds through a publicly-available list1 by the authority, which provides additional reference to investors seeking to exercise influence through their investments.”

Schroders offers various ESG strategies by region such as Europe, the US and Asia, and by theme and trend such as Climate Change, Health Innovation, Sustainable Food & Water and Global Cities.

To find out more about Schroders Global Investor Study 2022, please click here.

1 Inclusion on the list of ESG funds does not constitute an official recommendation or endorsement of these products or a guarantee of their ESG attributes or related performance by the Securities and Futures Commission (SFC). Authorisation by the SFC does not mean that the product is suitable for any particular investor. For more details, please refer to

Important Information

The contents of this document may not be reproduced or distributed in any manner without prior permission.

This document is intended to be for information purposes only and it is not intended as promotional material in any respect nor is it to be construed as any solicitation and offering to buy or sell any investment products. The views and opinions contained herein are those of the author(s), and do not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. The material is not intended to provide, and should not be relied on for investment advice or recommendation. Any security(ies) mentioned above is for illustrative purpose only, not a recommendation to invest or divest. Opinions stated are valid as of the date of this document and are subject to change without notice. Information herein and information from third party are believed to be reliable, but Schroder Investment Management (Hong Kong) Limited does not warrant its completeness or accuracy.

Investment involves risks. Past performance and any forecasts are not necessarily a guide to future or likely performance. You should remember that the value of investments can go down as well as up and is not guaranteed. You may not get back the full amount invested. Derivatives carry a high degree of risk. Exchange rate changes may cause the value of the overseas investments to rise or fall. If investment returns are not denominated in HKD/USD, US/HK dollar-based investors are exposed to exchange rate fluctuations. Please refer to the relevant offering document including the risk factors for further details.

This material has not been reviewed by the SFC. Issued by Schroder Investment Management (Hong Kong) Limited.

Follow us
Follow us
Follow us

Contact Us

Level 33, Two Pacific Place, 88 Queensway, Hong Kong

(852) 2521 1633

Online enquiry: Please complete the web form below and we will reply as soon as possible.

Contact us

The investments mentioned in this website may not be suitable to all investors. The information contained in this website is provided for reference only and does not constitute any investment advice. Investors are advised to seek independent advice before making any investment decision.

Investment involves risk. Past performance is not indicative of future performance. You should remember that the value of investments can go down as well as up and is not guaranteed. You may not get back the full amount invested. Please refer to the relevant offering document including the risk factors.

This website is intended for Hong Kong residents only. Non-Hong Kong residents are responsible for observing all applicable laws and regulations of their relevant jurisdictions before proceeding to access the information contained herein. Schroder Investment Management (Hong Kong) Limited is regulated by the SFC. The website (excluding Schroder Provident Plan related pages) has not been reviewed by the SFC.

The website is issued by Schroder Investment Management (Hong Kong) Limited.

Important notice: Schroders does not make unsolicited requests through emails, calls, messages, WhatsApp, WeChat, Facebook, Instagram applications. Any contact other than via Schroders’ official channels for personal or financial information is likely to be false and fraudulent. Please stay vigilant and refer to our Fraud Alert Notice for further details. If you have doubts about the person, platforms, websites or institutions that claim to be associated with Schroders, please contact us via (852) 2521 1633 and inform the local police.