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Sustainable and Responsible Investing: Where Are We and Where Do We Go From Here?

Learn about the growth of Sustainable and Responsible Investing (SRI) in Europe, impact investing, country perspectives, key drivers, and barriers. Discover strategies, market size, investor breakdown, and industry conclusions.

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Sustainable and Responsible Investing: Where Are We and Where Do We Go From Here?

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  1. Sustainable and Responsible Investing:Where Are We and Where Do We Go From Here? Brussels, December 3, 2012

  2. EUROSIF – The leading pan-European sustainable investment membership association 1 Proximity to EU domesticmarkets via national SIFs 2 Multi-stakeholder organisation 3 European focus • Partnership of 8 national SIFs • Supported by about 70 Member Affiliates

  3. A multi-stakeholder organisation with around 70 Member Affiliates

  4. Eurosif Key Activities Promotion of SRI Member Affiliate Network Servicing

  5. Created with the support of:

  6. Created with the support of

  7. Introduction: No Single Market for SRI

  8. Simplified Country Perspectives on SRI

  9. Overview of SRI Strategies Used in Europe Source: Eurosif

  10. Growth Compared to Overall Market Source: Eurosif, EFAMA

  11. Sustainability themed • Almost doubled since 2009 • Now found in almost all countries surveyed • Demand growing in Holland, Germany, UK, Switzerland Source: Eurosif

  12. Exclusions • Covers ~28% of European total AuM • Key drivers: German, Swiss and Dutch markets • Policies covering cluster munitions and anti-personnel mines now cover 48% of Europe’s AuM Source: Eurosif

  13. Impact Investing – Space to watch Total size of market is: € 8.75 billion • Institutional and retail investment assets. • Excludes Development finance + community banking deposits Source: Eurosif

  14. Breakdown by type of investor • Europe Retail Average: 6% (Spain 3%) • Relative Decline vs Institutional Source: Eurosif

  15. Drivers of SRI Demand Legislative drivers Legislative drivers Red Flag !! Source: Eurosif

  16. HNWI remain a key distribution channel for SRI +18% +58% • Increase by ~60% between 2009 and 2011 • Overall European HNWI Wealth increased by 18% Source: Eurosif, 2012

  17. Share of Sustainable Investments in Total HNWI Portfolio • The share of wallet of Sustainable Investments has increased • HNWIs allocating over 50% to SI have doubled (25%) Source: Eurosif, 2012

  18. Attitudes to Sustainable Investments Source: Eurosif, 2012

  19. Thematic and Best-in-Class are popular with HNWI • Positive screening and Sustainability-themed mostly used • Substantial increase of Impact Investing • Strategies often combined in a portfolio (Core-Satellite) Source: Eurosif, 2012 Note: impact investing not directly comparable with previous years

  20. Conclusions • All strategies have grown since 2009 (faster than market) • Increasing investor interest for Impact Investing • Institutional investors remain key drivers • Data shows continuous demand by European HNWI • However, general retail demand remains a challenge  How can the industry address this?

  21. Contact / Follow Eurosif francois@eurosif.org www.twitter.com/eurosif LinkedIn/eurosif http://www.linkedin.com/groups/Eurosif-3290984/about facebook/eurosif Rue du Progrès 331 B- 1030 Bruxelles +32 274 14 35 Registered Office: La Ruche, 84, Quai de Jemmapes, 75010, Paris, France

  22. Sustainability Themes Used (ex. Impact Investing) Back-up • Strong domination on environmental issues (energy / climate) • But all themes have experienced growth, indicating that other themes become increasingly attractive (eg. health) Source: Eurosif, 2012

  23. Back-up Impact Investing Approaches Used • Microfinance preferred but less so than with overall market (55%) • Attractiveness of Social Business investments is higher than the overall market (19%) Source: Eurosif, 2012

  24. Motivations for Sustainable & Impact Investing Back-up Impact Investing Sustainable Investment Source: Eurosif, 2012

  25. Barriers to Sustainable & Impact Investing Back-up Sustainable Investment Impact Investing

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