A European SRI Market Review London, November, 2012.

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Presentation transcript:

A European SRI Market Review London, November, 2012

Created with the support of:

Introduction Sustainable and Responsible Investment Strategies Sustainability themed Best-in-Class and Positive screening Norms-based screening Exclusions ESG Integration Engagement and voting Impact investing (NEW!)

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

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

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

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

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

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

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

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

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

Focus on the UK– Evolution by Strategy Source: Eurosif, 2012 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

Drivers of SRI Demand Legislative drivers Source: Eurosif, 2012

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

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

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

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

LinkedIn/eurosif t Questions?