Schroder's

This year, institutional investors’ preferences have shifted from exclusive to inclusive approaches as ESG integration is highlighted as their favoured investment approach. There is also a strong focus on active ownership and positive screening.

2019 2020

ESG integration

Positive screening

Active company engagement and stewardship

Thematic investing

Negative screening

Impact investing

  • ESG integration into the investment process
  • Positive screening
  • Active company engagement and stewardship
  • Thematic investing
  • Negative screening
  • Impact investing
2019
2020

Alignment with corporate / internal values and pressure from regulators are driving the sustainability investment focus for global institutional investors.

Pie chart for Covid-19 impact on business
58%

Aligning to corporate / internal values

49%

Regulator and industry pressure

35%

Potential for higher returns and lower risk

33%

Member pressure

19%

Education & awareness from asset managers

14%

Education & awareness from investment consultants

Institutional investors identified the following key criteria as “successful” engagement, i.e. influencing companies to make sustainable changes.

Transparent reporting

%

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.

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Attention to environmental issues

51%
54%
58%
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Corporate strategy

54%
53%
58%
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Accounting quality

38%
41%
40%
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Human rights

26%
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Supply chain management

14%
8%
24%
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Diversity

29%
33%
23%
While the uptake of sustainable investing continues to grow, 70% of global investors still consider investing sustainably to be a challenge.
2018
2019
2020
% challenging
%
%
%
Not challenging
%
%
%
Greenwashing, due to a lack of clear, agreed definitions on what sustainable investment is, has been highlighted as the biggest challenge to investing sustainably.
2018
2019
2020
Greenwashing
%
Lack of transparency and reported data
%
%
%
Performance concerns
%
%
%
Difficulty measuring and managing risk
%
%
%
Cost
%
%
%
Map of the world

Performance data and greater transparency have been consistently highlighted as crucial for successful adoption of sustainable investments in the long term.

  •  

    • 2018
    • 2019
    • 2020
  • 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

    • %
    • %
    • %
  • More training

    • %
    • %
    • %
  • Greater support from senior leadership

    • %
    • %
    • %

Download the report or continue exploring

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 een wereldwijde asset manager met vestigingen in 35 regio’s, in Europa, Noord-, Midden- en Zuid-Amerika, Azië en het Midden-Oosten.


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