Institutional Investor Study 2023 

Investors target sustainability and private assets amid energy transition opportunities as geopolitics and inflation concerns remain.

About the Study

Schroders annual Institutional Investor Study analyses the investment perspectives of 770 global institutional investors on the investment landscape, sustainability and private assets. The respondents represent a spectrum of institutions, including corporate and public pension plans, insurance companies, official institutions, endowments and foundations, collectively responsible for US$34.7 trillion in assets. The research was carried out via an extensive global survey during June 2023. 

Key global findings

Icon_Green Mid_64x64_Growth

Geopolitical uncertainty and high inflation concerns remain

More than half of global respondents worry about the impact of geopolitical uncertainty and high inflation on portfolio performance in the next 12 months.

Icon_Green Dark_64x64_Clean energy-turbine

Energy transition will spur investment in innovation

67% believe that decarbonisation and the energy transition will spur investments in innovation, creating significant investment opportunities in green technology. 41% believe that infrastructure/renewables are best placed to capture investment opportunities presented by decarbonisation trends in the medium-term.

Icon_Green Light_64x64_Environmental resources

Deglobalisation is seen by investors as positive for private markets

49% agree that the effects of deglobalisation will encourage investors to have more exposure to private markets to capture innovation in productivity-enabling technologies. 52% also believe that the deglobalisation trend will result in investors looking to invest in companies with more localised supply chains.

Icon_Green Dark_64x64_Analysis

Outcomes-driven approach key for active ownership

56% of global respondents cite that tangible evidence of real-world outcomes is crucial for an engagement strategy, followed by evidence of improved financial performance (44%). Similarly, corporate governance is highlighted as a priority theme in active ownership across all markets (71%).

Icon_Green Mid_64x64_Target

Greater support needed to reach net zero target

51% of respondents think their organisation needs support in measuring and tracking their net zero path, up from 37% last year. Results showed that 49% of investors believe that a greater consensus is also required around the respective frameworks and methodologies which measure net zero pathways, in order for them to achieve their commitments.

Icon_Green Dark_64x64_Lock

Accessing new investment themes via private assets

54% are seeking to proactively allocate to harness the investment opportunities presented by the energy transition and technological revolution though a greater exposure to private assets. Similarly, when asked why they would consider investing in sustainability and impact strategies, two-thirds of respondents expressed an appetite for investing in new sectors such as nature-based solutions and green hydrogen to achieve portfolio diversification and expand into new themes/asset classes.

Investment Outlook

Find out more about our global respondents’ views on the investment landscape, and how deglobalisation and decarbonisation trends will impact asset allocation in the medium term.

Sustainability

Global institutional investors highlight their key approaches to sustainable investing and active ownership as well as their need for greater support to reach net zero goals.

Private Assets

Sustainability and impact, the desire to invest in new investment themes and the benefits of investing in private assets are all explored in this year’s Study.

"Markets continue to be caught in the cross currents of concerns about rate increases and worries about recessionary risks. The Study found that institutional investors’ allocations to equities may look to increase as they intend look to capitalise on the opportunities presented by the deglobalisation, decarbonisation and demographic trends. With concerns about high inflation and high interest rates, valuations matter. A renewed focus on valuations rather than speculative growth may be required."

Johanna Kyrklund

슈로더 멀티에셋 운용 총괄

Discover Schroders Institutional Investor Study 2023

Download the global report which sets out our 2023 findings across the investment outlook, sustainability and private assets.

Related content

Slide 1 of 3

슈로더의 사모자산 브랜드 Schroders Capital

사모자산 투자자는 두 가지 유형으로 나눠집니다. (1)변화에 대응하는 투자자와 (2)변화를 리드하는 투자자입니다. 슈로더 캐피탈은 다양한 분야에서 매력적인 투자 기회를 발견합니다.

Topics

3D Reset
기관 투자자 스터디
지속가능투자
Impact
주주행동주의
사모자산

About the study

Schroders annual Institutional Investor Study analyses the investment perspectives of 770 global institutional investors on the investment landscape, sustainability and private assets. The respondents represent a spectrum of institutions, including corporate and public pension plans, insurance companies, official institutions, endowments and foundations, collectively responsible for US$34.7 trillion  in assets. The research was carried out by CoreData Research via an extensive global survey during May-June 2023. The 770 institutional respondents were spiltsplit as follows: 200 from North America, 345 in Europe, Middle East and Africa (including UK), 195 in Asia Pacific and 30 in Latin America. Respondents are from 36 different locations.  

Any opinions expressed reflect our Study and interview results as at June 2023. They are not intended to be a forecast or guarantee of future results. Throughout the report, we complement our global findings with regional results and insights from Schroders experts.

당사는 금융투자상품에 관하여 충분히 설명할 의무가 있으며, 투자자는 투자에 앞서 그러한 설명을 충분히 들으시기 바랍니다. 집합투자증권을 취득하시기 전에 투자대상, 보수-수수료 및 환매방법 등에 관하여 (간이) 투자설명서를 반드시 읽어보시기 바랍니다. 금융투자상품은 운용결과 투자원금의 손실이 발생할 수 있으며 그 손실은 투자자에게 귀속됩니다. 

예시 목적에 한하며, 위에 언급된 증권/섹터/국가로의 투자를 추천하는 것에 해당되지 않습니다.

당사 홈페이지에 표시된 대표펀드는 저희 슈로더 그룹의 시장전망 및 투자전략을 고려하여 슈로더투자신탁운용이 국내 설정된 펀드 중 투자자들에게 가장 적합한 것으로 판단하여 선정한 펀드들입니다. 이러한 대표펀드는 슈로더그룹의 시장전망 및 투자전략의 변경에 따라 수시로 변경될 수 있습니다.

본 페이지에서 제공하는 정보는 슈로더가 제공하는 특정 상품이나 서비스의 매입 또는 매도 제의나 권유를 위하여 운영되는 것이 아니며, 어떠한 투자결정도 본 사이트 정보에 의존하여서는 아니됩니다.

  • 이 금융투자상품은 예금자보호법에 따라 예금보험공사가 보호하지 않습니다.
  • 금융투자상품은 자산가격 변동 등에 따라 투자원금의 손실(0~100%)이 발생할 수 있으며 그 손실은 투자자에게 귀속됩니다.
  • 투자자는 금융투자상품에 대하여 금융상품판매회사로부터 충분한 설명을 들을 권리가 있으며, 가입 전에 투자대상, 투자위험, 환매방법, 보수 및 수수료 등에 관하여 투자설명서 또는 간이투자설명서를 반드시 읽어보시기 바랍니다.
  • 외화자산은 환율변동에 따라 자산가치가 변동되거나 원금손실이 발생할 수 있습니다.
  • 투자대상국가의 시장, 정치 및 경제상황 및 과세제도 변동 등에 따른 위험으로 자산가치의 손실이 발생할 수 있습니다.
  • 과거의 운용실적이나 전망이 미래의 수익을 보장하지 않습니다.

슈로더투자신탁운용(주) 03161 서울특별시 종로구 우정국로 26(공평동), 센트로폴리스 A동 15층 / 대표이사: 정은수 / 사업자등록번호: 104-81-62137