意見交流園地 – Karen Ho / Idea Exchange – Karen Ho

Willis Towers Watson (韋萊韜悅) 上週一發表的一項針對500間大型資產管理公司的研究顯示,採用環境、社會及管治原則管理的資產增長速度比其他投資項目更快。

Willis Towers的報告指出,2018年分配給環境、社會及管治原則的資產增長了17.8%,而整個行業的資產增長率卻以3%的速度下降。ESG投資的需求增長率更快,於同年增長了23.3%,主要原因為資產管理公司傾向聘請專注ESG的管理人員。

另外,根據針對資產管理公司的調查,客戶對可持續投資的興趣上升了83%。Willis Tower旗下非牟利組織Thinking Ahead Institute的研究主管Bob Collie也曾在一份聲明中提到:「可持續發展現在已成為避無可避的議題。」

這與亞太地區的趨勢一致。根據泰國政府退休基金與彭博上周聯合舉辦的首屆可持續投資論壇的投票結果顯示,亞洲投資者對ESG投資具信心,計劃在未來12個月內加大力度於可持續投資。來自泰國及亞太地區的140多個投資者、資產擁有人和資產管理人中的89%受訪者認為,連結著ESG的投資組合表現比沒有連結著ESG的投資組合較理想,而51%受訪者表示將會加碼可持續投資。在接下來的12個月內,首兩項最受歡迎的ESG投資是與氣候變化(61%)以及多樣性和包容性(23%)相關的投資項目。

ESG投資正開始大行其道,你準備好了嗎?

Assets managed with environmental, social and governance principles are growing faster than the rest of the investing industry, according to a study of 500 large asset managers published last Monday by Willis Towers Watson.

Assets allocated to ESG principles rose by 17.8% in 2018, compared with the total industry where asset growth is declining at a rate of 3%, Willis Towers reported. Mandates for ESG investing grew even faster – rising 23.3% in 2018 as asset managers sought to specifically hire ESG-focused managers.

Client interest in sustainable investing was 83% up, according to a survey of the asset managers. “Sustainability has now become an unavoidable issue.” Bob Collie, head of research at Willis Towers’s nonprofit Thinking Ahead Institute said in a statement.

This is consistent with the trend in APAC region. According to the polling results of the inaugural    Sustainable Investing Forum co-hosed by Thailand’s government pension fund (GPF) and Bloomberg last week, Asian investors are bullish on ESG investing and plan to ramp up sustainable investments in the next 12 months. 89% of 140+ investors, asset owners and asset managers from Thailand and the APAC region believe that ESG-integrated portfolios are likely to perform as well or better than non ESG-integrated portfolios and 51% said they will increase their sustainable investments in the next 12 months. The top two ESG bets in the next 12 months are in investments related to climate change (61%) and diversity & inclusion (23%).

ESG investing is going Mainstream, are you ready?