En ny rapport fra Morningstar viser, at storinvestorer fortsat øger deres investeringer indenfor ESG, på trods af de voksende reguleringer og manglende datakvalitet.
Rapporten er baseret på svar fra 500 investorer med over $10 billioner under forvaltning, herunder pensions- og forsikringsselskaber.
Andelen af respondenter, der har mindst halvdelen af deres aktiver i ESG-relaterede strategier, er steget til 34%.
Undersøgelsen konkluderer også, at de ESG-faktorer der har størst betydning for investeringsbeslutninger, er klima (52%) og mangfoldighed og inklusion (57%).
Thomas Kuh, Head of ESG Strategy hos Morningstar Indexes, udtaler: “The second Morningstar Voice of the Asset Owner survey confirms that institutional investors remain highly committed to integrating ESG factors into their global investments, but challenges related to lack of regulatory clarity and the need for better data and resources continue to persist.”
Arnold Gast, ESG Research Director hos Morningstar Sustainalytics, tilføjer: “As stewards of some of the largest pools of global capital, asset owners have stayed anchored to their fiduciary duty despite a range of challenges related to ESG market data, regulatory confusion and market performance. As their job becomes increasingly complex, asset owners continue to raise their expectations of a range of key stakeholders to provide better insight, research, data and tools to address the evolving sustainable investment landscape.”
Undersøgelsen konkluderer også:
- More than two-thirds of asset owners (67%) believe ESG has become more material to investment policy in the past five years despite persistent challenges to implementation.
- Regulatory confusion is a significant challenge for asset owners, with the lack of clarity and rising costs related to ESG regulation cited as particular pain points.
- Despite persistent implementation challenges, allocations to ESG strategies are increasing, with environmental issues driving materiality–especially those related to climate change and the transition to net-zero.
Læs mere her.
