Active company engagement and stewardship
Alignment with corporate / internal values and pressure from regulators are driving the sustainability investment focus for global institutional investors.
Aligning to corporate / internal values
Regulator and industry pressure
Potential for higher returns and lower risk
Education & awareness from asset managers
Education & awareness from investment consultants
Evidencing a tangible outcome
Consistently voting against companies to drive change
Withdraw / exclude investments from these companies
Institutional investors focus on a wide variety of areas when it comes to engaging on sustainable issues, but attention to environmental issues and corporate strategy continue to be the leading engagement strategies.
Attention to environmental issues
Supply chain management
Performance data and greater transparency have been consistently highlighted as crucial for successful adoption of sustainable investments in the long term.
Data/evidence that shows investing sustainably delivers better returns
Greater transparency by companies on both financial and non-financial perofmance reporting
More providers and benchmarks offering sustainable data
Industry wide accreditation
More sustainable investment options e.g. impact investing
Greater support from senior leadership
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Schroders commissioned CoreData to conduct the fourth annual Institutional Investor Study to analyse the world’s largest investors’ key areas of focus and concern including the macroeconomic and geopolitical climate, return expectations, asset allocation and attitudes to private assets and sustainable investing. The respondent pool represents a broad spectrum of institutions, including pension funds, insurance companies, sovereign wealth funds, endowments and foundations owning approximately $25.9 trillion in assets. The 650 respondents were spilt as follows: 179 in North America, 248 in Europe and South Africa, 173 in Asia-Pacific and 50 in Latin America.
Schroders is a world-class asset manager operating from 37 locations across Europe, the Americas, Asia, the Middle East and Africa.
*Schroder International Selection Fund will be referred to as Schroder ISF throughout this website
Collective investment schemes are generally medium to long-term investments.
The value of participatory interests or the investment may go down as well as up.
Past performance is not necessarily a guide to future performance.
Collective investment schemes are traded at ruling prices and can engage in borrowing and scrip lending.
A schedule of fees and charges and maximum commissions is available on request from the manager
The manager does not provide any guarantee either with respect to the capital or the return of a portfolio
The performance is calculated for the portfolio. The individual investor performance may differ as a result of initial fees, the actual investment date, the date of reinvestment and dividend withholding tax. All fund performance data are on a NAV to NAV basis, net income reinvested and net of ongoing charges and transaction costs. Data is not available for the time periods with no % growth stated. In case a share class is created after the fund's launch date, a simulated past performance is used, based upon the performance of an existing share class within the fund, taking into account the difference in the ongoing charges and the portfolio transaction costs, and including the impact of any performance fees if applicable.
Annualised return is the weighted average compound growth rate over the period measured.