Sustainability factors are a key consideration when selecting investments
People who believe that all investment funds should consider sustainability factors
People who believe they can significantly contribute to a more sustainable world by choosing sustainable investment products
And people generally value sustainability when making personal investment decisions
of people consider sustainability factors when selecting an investment product
Those who describe their investment knowledge as expert are much more likely to consider sustainability
Beginner / Rudimentary
Intermediate
Expert / Advanced
Most people believe that climate change is having, or will have, some impact on their investments
What impact (positive or negative) do people feel climate change is having, or will have, on their investments
- A significant impact
- Some impact
- Very little impact
- No impact at all
- I don't know
However, sustainable factors were deemed less important than financial motivations when considering investments
Top five most important investment factors to people
Avoiding losing money
Meeting their total investment return expectations
Generating their expected level of income
The fees are reasonable
Their money is invested in sustainable investments
And many people prefer sustainable investments that take an integrated approach
2 in 5
people favour an integrated approach to sustainable investment (investing in companies that are more likely to be profitable because they proactively prepare for environmental and social changes)
People say there are many external drivers that would encourage them to allocate more of their investments to sustainable funds
Factors that people think would be highly likely to encourage them to allocate more of their investment portfolio into sustainable investment funds
If there were changes to regulations encouraging me to invest more in sustainable investments
If investment funds received an independent rating from an independent body confirming that the fund genuinely takes a sustainable approach
If my financial adviser provided me with more, easy-to-understand information on sustainable investments
If the investment manager could confirm, using their own in-house ratings, that the fund genuinely takes a sustainable approach
If my financial adviser prompted me to put more money into sustainable investments
Those who claim to have higher levels of investment knowledge seem more inclined to invest in sustainable funds
People who already invest in sustainability