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Institutional Investor Study

Sustainability

Schroders’ third annual Institutional Investor Study analyses the investment perspectives of 650 institutional investors, of which 156 respondents were from insurance companies. These insurance companies are collectively responsible for $9.8 trillion in assets and were sourced from 20 different countries.

The Study provides a snapshot of insurers’ key areas of focus and concern including the macroeconomic and geopolitical climate, return expectations, asset allocation and attitudes to private assets and sustainable investing.

Insurers have become more engaged with sustainability, having increased their allocation to sustainable investments over the last five years

Increase

No change

Decrease

We do not invest in sustainable investments

Looking ahead, insurance companies say sustainability will play a more important role in investments over the next five years

2019
2018
2017

Insurers focus on a wide variety of areas when it comes to engaging on sustainable issues, but climate change and corporate strategy are the leading engagement strategies

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Climate Change

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Corporate Strategy

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Bribery and Corruption

Multiple approaches are used by insurers to implement sustainability, with integration and negative screening being the most popular methods

71%

Integration into the investment process

69%

Negative screening

57%

Positive screening

46%

Active company engagement and stewardship

37%

Thematic investing
Equities
Credit
Infrastructure
Real Estate
Alternatives
2019 2018 2017

Equities are considered the most suitable asset class for implementing sustainability, followed by credit and infrastructure

Yet there are still numerous challenges when investing sustainably - consistent with the last two years' results

Performance concerns

Difficulty measuring and managing risk

Lack of transparency and reported data

Schroders commissioned CoreData to conduct the third Institutional Investor Study to analyse the world’s largest investors’ key areas of focus and concern including the macroeconomic and geopolitical climate, return expectations, asset allocation and attitudes to private assets and sustainable investing. The respondent pool represents a spectrum of institutions, including pension funds, insurance companies, sovereign wealth funds, endowments and foundations managing approximately $25.4 trillion in assets. The research was carried out in May 2019. The 650 institutional respondents were split as follows: 175 in North America, 250 in Europe, 175 in Asia-Pacific and 50 in Latin America. Respondents were sourced from 20 different locations.

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