The majority of people want to invest in funds that don't compromise their beliefs
0%
of people would not invest against their personal beliefs
Those who rate their investment knowledge as ‘expert’, or ‘advanced’, are more likely to invest against their personal beliefs if returns are higher
Expert / Advanced
0%
Intermediate
0%
Beginner / Rudimentary
0%
But older generations are less likely to do so
0%
Millennials
(18-37)
0%
Generation X
(38-50)
0%
Baby-Boomers
(51-70)
0%
Older
(71+)
Investing in sustainable funds has increased in recent years as a way contribute to a more sustainable society
0%
of people frequently invest in sustainable investment funds rather than those that don’t consider sustainability factors
0%
of people did so in 2018
People are motivated by their high returns and positive environmental impact
Are sustainable funds attractive to people, and why?
Yes, because of the wider environmental impact
Yes, because they are more likely to offer higher returns
Yes, because of my societal principles
No, because they won't offer higher returns
No, because they don't align with my principles
The investment industry could be doing more to satisfy investors' appetite for sustainable investments
0%
of people say their financial adviser only provides them with information on sustainable investing when prompted by them
And solving climate change is everyone's responsibility
Who people think should be responsible for mitigating climate change
National government / regulators
Inter-governmental organisations (e.g. UN)
Companies
Me as an individual
Pressure groups and public campaigning
NGOs and charities
Investment managers / major shareholders
Visibility of a fund’s sustainability credentials is critical for people to trust their investment provider
0%
of people think a lack of visibility of sustainability credentials would undermine their trust in an investment provider
Whilst access to proper information would help build their confidence in the sustainability of a fund
Level of information required to confirm funds as 'sustainable'
Third party label (an independent party confirms that the investment is sustainable)
Self-certification from the provider of the investment that it is sustainable
Regular updates from the investment provider
No information needed