Sustainable investing is a force for positive change, 改变投资行业, 和帮助社区.
凯时线上登录, our investors are increasingly interested in understanding how and where their money is invested. They recognize that it is possible to build wealth responsibly without sacrificing investment principles.
To help our advisors support their investors, we offer access to a wide range of sustainable investment options, including centrally managed portfolios, 共同基金, 独立的账户, 和交易所交易产品(ETP).
Sustainable investing is an umbrella term used to describe a broad range of investment approaches
that seek competitive financial returns and methodically considers environmental, social, and
governance (ESG) risks and opportunities in the investment process.
The benefit of sustainable investing is that it’s an investment approach that offers investors an opportunity to invest in innovative companies that are seeking better ways of doing business and are intentionally trying to manage their environmental and social risks.
This investment framework provides greater transparency about how and where money is invested while assigning asset managers a stewardship role to hold investee companies accountable to improve their ESG impacts.
Terms such as socially responsible investing, 环境、社会和治理投资, and impact investing all fall under the sustainable investing umbrella.
But it’s 环境、社会和治理投资 that is driving the mainstreaming of sustainable investing.
环境、社会和治理投资 is an approach to managing assets where investors explicitly acknowledge the relevance of ESG factors in the investment decision-making process.
环境、社会和治理投资 aims to correctly price ESG risks and opportunities.
While the first sustainable investing mutual fund was launched in 1971, the ensuring 50 years has seen remarkable growth and evolution.
- 在全球范围内，投资者已经分配了35美元.3 trillion in assets to sustainable investing strategies, with recent growth of 15% over the last two years.1
Rationale for the growth and evolution
- 需求: Clients and pension fund beneficiaries are increasingly calling for greater transparency about how and where their money is invested. 超过8 / 10.S. individual investors (85%) express interest in sustainable investing, while half take part in at least one sustainable investing 活动.2
- Manage risk and potentially enhance returns: It has become increasingly clearer that one of the main reasons for increasingly integrating ESG into the investment process is recognizing that 环境、社会和治理投资 has the potential to reduce risk and enhance returns, as it considers additional risks and injects new and forward-looking insights into the investment process.3
- 提高透明度: An increase in ESG disclosures has enabled new investment approaches to emerge. While fewer than 20 companies disclosed ESG data in the early 1990s, the number of companies issuing sustainability or integrated reports had increased to nearly 9,000 by 2016. This increased transparency has allowed asset managers to identify best-in-class companies based on ESG risks and opportunities.4
1 Global Sustainable investing Review: 2020. 2021. http://www.gsi-alliance.org/wp-content/uploads/2021/08/GSIR-20201.pdf
2 摩根士丹利(Morgan Stanley). 2019年可持续的信号. http://www.morganstanley.com/pub/content/dam/msdotcom/infographics/sustainable-investing/Sustainable_Signals_Individual_Investor_White_Paper_Final.pdf
3 弗里德伯格，罗杰斯和塞拉菲姆. How ESG Issues Become Financially Material to Corporations and Their Investors. 2020. 2020. http://www.hbs.edu/faculty/Pages/item.aspx?num=57161
4 Amel-Zadeh. Why and How Investors Use ESG Information. 2017. http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2925310
Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, 因此, investors may forgo some market opportunities and the universe of investments available will be smaller.