7th Annual Sustainable Investment Asset Owner survey 2023
Each year we conduct a survey to better understand asset owners’ attitudes, priorities and decisions around sustainable investment.
Our survey takes a pulse of the market and this year we found a strong, continued long-term commitment to the maturing sustainable investment industry. While we noted a directional dip in terms of asset owner levels of implementing and evaluating sustainable investment, the long-term trend reflects a very positive trajectory.
Key findings for asset owners:
- After 5 years of steady growth, sustainable investment registers a slow down in terms of implementation and evaluation
- Barriers to increased sustainable investment adoption are still apparent but on a downward trend
- Governance themes are the priority having significantly risen across all regions
- Top rationale for implementing sustainable investment is member or client demand
Sustainability issues that are a priority focus 2023
80%of asset owners are currently or considering implementing or evaluating ESG/Sustainability considerations in investment strategies
8%Of asset owners consider questions around how to determine the best sustainable investment strategy a barrier – barriers to adoption are reducing
54%of asset owners consider governance as a priority focus, that has significantly risen across all regions
Previous asset owner surveys
We now have seven years of insight into the role and impact of sustainability on institutional investors and investment practices, which includes four years on the topic of smart sustainability – the coming together of two trends, smart beta and sustainability. And prior to the more recent trend of combining ESG with smart beta, we have an archive of our original smart beta survey.