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A European SRI Market Review

A European SRI Market Review . London, November, 2012. Created with the support of:. Introduction. Overview of SRI Strategies Used in Europe. Source: Eurosif, 2012. Excludes Impact Investing. Growth Compared to Overall Market. Source: Eurosif 2012, EFAMA 2012. Sustainability themed.

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A European SRI Market Review

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  1. A European SRI Market Review London, November, 2012

  2. Created with the support of:

  3. Introduction

  4. Overview of SRI Strategies Used in Europe Source: Eurosif, 2012. Excludes Impact Investing

  5. Growth Compared to Overall Market Source: Eurosif 2012, EFAMA 2012

  6. Sustainability themed • On the rise again: ~+90% since 2009 • Now found in almost all countries surveyed • Key driver: institutional Dutch mandates Source: Eurosif, 2012

  7. Best-in-Class and Other Positive Screens • Third fastest growing strategy: +113% since 2009 • Steady rise in several markets • Key growth drivers: Sweden and France Source: Eurosif, 2012

  8. Norms-based Screening • First measured in 2010 as a distinct strategy • Fastest growing strategy since 2009: +137% • Key drivers: few large players in France, Italy Source: Eurosif, 2012

  9. Exclusions • Second fastest growing strategy since 2009: +118% • Covers ~28% of European total AuM • Key drivers: German, Swiss and Dutch markets Source: Eurosif, 2012

  10. Integration • Growth since 2009: 14% • Top markets: France, UK, Netherlands • Key drivers for growth: Netherlands, UK Source: Eurosif, 2012

  11. Engagement / voting • Growth since 2009: +17% • Key drivers: Netherlands • Top countries: UK, Netherlands, Denmark • Spreading to other markets (Italy, Spain) Source: Eurosif, 2012

  12. Focus on the UK– Market Breakdown by Strategy • Dominance of Active Ownership and Integration strategies • UK is a top #3 EU market for sustainability-themed now ! Source: Eurosif, 2012

  13. Focus on the UK– Evolution by Strategy • Continuous growth of Integration (see PRI signatories) • Strong growth of norms-based: +86% (space to watch) • Growth in Exclusion number not to be seen as market trend Source: Eurosif, 2012

  14. Drivers of SRI Demand Legislative drivers Legislative drivers Source: Eurosif, 2012

  15. Which role for UK Corporate Pension Plans? Created with the support of: (Extracts)

  16. SRI Policy Adoption by (large) UK Corporate Pension Plans Source: Eurosif, Corporate Pension Funds and Sustainable Investment, 2011

  17. The CSR Policy of UK Plan Sponsors Is The Second Most Important Input to the SRI Policy Source: Eurosif, Corporate Pension Funds and Sustainable Investment, 2011

  18. Key Take-Aways • All strategies have grown since 2009 (faster than market) • In the UK: • Domination of Engagement /. Voting & ESG Integration • Sustainability-themed less important but top EU market • Watch this space: Norms-based + Impact Investing • Institutional investors remain key drivers • The CSR policy of the company can / should play an important role in SRI adoption

  19. Questions? www.twitter.com/eurosif LinkedIn/eurosif http://www.linkedin.com/groups/Eurosif-3290984/about

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