• About us
    • Who we are
    • Mission
  • Contacts
  • English
    • Português (Portuguese (Portugal))
    • Español (Spanish)
    • Français (French)
  • Login
  • Register
Investorpolis
Advertisement
  • Home
  • Investing Series Guide
    • All
    • I. Goal Based Investing
    • II. Compounding & Inflation
    • III. Assets Risks & Returns
    • IV. Efficient Diversification
    • IX. Sustainable Investing and ESG
    • V. The Investor
    • VI. Assets and Investments
    • VII. Index Funds
    • VIII. Successful Investing
    • XI. Other Topics
    Choose P4 Mutual funds series – Evaluate and use the benchmarks and ratings of funds

    Choose P4 Mutual funds series – Evaluate and use the benchmarks and ratings of funds

    Simple Portfolios (DIY) Series Part 3: The traditional 60/40 Portfolio, the pros and cons, and how to execute it

    Simple Portfolios (DIY) Series Part 3: The traditional 60/40 Portfolio, the pros and cons, and how to execute it

    Investing in Secular Stocks Series: Part 4.1 – The 3 Valuation Methods and Fundamental Analysis

    Investing in Secular Stocks Series: Part 4.1 – The 3 Valuation Methods and Fundamental Analysis

    Simple Portfolio Series (DIY) Part 2: The Traditional Portfolio 60/40, what it is, for whom, and its performance

    Simple Portfolio Series (DIY) Part 2: The Traditional Portfolio 60/40, what it is, for whom, and its performance

    Simple or Lazy Portfolio Series (DIY): Part 1 – Overview

    Simple or Lazy Portfolio Series (DIY): Part 1 – Overview

    Choosing Mutual Funds Series: Part 5 – Funds availability and currency of investment

    Choosing Mutual Funds Series: Part 5 – Funds availability and currency of investment

    Trending Tags

      • I. Goal Based Investing
      • II. Compounding & Inflation
      • III. Assets Risks & Returns
      • IV. Efficient Diversification
      • V. The Investor
      • VI. Assets and Investments
      • VIII. Successful Investing
      • IX. Sustainable Investing and ESG
      • X. Kits and Tips
      • XI. Other Topics
    • Wealth and Investing
      • All
      • Investing
      • Wealth
      The world’s best investors use different strategies, but they have in common the patience of a long-term perspective.

      The world’s best investors use different strategies, but they have in common the patience of a long-term perspective.

      The assets allocation in the world reflects the countries economic development and their financial system

      The assets allocation in the world reflects the countries economic development and their financial system

      How Women invest: Part 2 – The results are equivalent to those of men, but with significant differences in investment management

      How Women invest: Part 2 – The results are equivalent to those of men, but with significant differences in investment management

      Outlook 2023: Part 5 – 2023 will be a transitional year with two halves

      Outlook 2023: Part 5 – 2023 will be a transitional year with two halves

      Outlook 2023: Part 4 – In changing economic cycle, policies, and market sentiment, valuation matters become more than ever

      Outlook 2023: Part 4 – In changing economic cycle, policies, and market sentiment, valuation matters become more than ever

      Outlook 2023: Part 3 – 2022 was bad for investments, but was not the same for everything

      Outlook 2023: Part 3 – 2022 was bad for investments, but was not the same for everything

      Trending Tags

        • Investing
        • Wealth
      • Retirement & Savings
        • All
        • Retirement
        • Savings
        Retirement Series: How much money do we need to live through retirement?

        Retirement Series: How much money do we need to live through retirement?

        Retirement Series: Part 1 – Overview – A backwards view

        Retirement Series: Part 1 – Overview – A backwards view

        How many years do our public or social pensions last?

        What is the replacement rate of retirement pensions?

        How many years will we live in retirement?

        Planning for a good financial life in retirement

        Trending Tags

          • Retirement
          • Savings
        • Tools
          • All
          • Calculators
          • Publications
          • Sites and apps
          Morningstar Rating for Funds

          Morningstar Rating for Funds

          Morningstar’s European Active/Passive Barometer

          Morningstar’s European Active/Passive Barometer

          Morningstar’s U.S. Active vs. Passive Barometer

          Morningstar’s U.S. Active vs. Passive Barometer

          The Power of Dividends: Past, Present, and Future, Hartford Funds, 2021

          The Power of Dividends: Past, Present, and Future, Hartford Funds, 2021

          OECD Corporate Governance Factbook 2021

          OECD Corporate Governance Factbook 2021

          G20/OECD Principles of Corporate Governance, 2015

          G20/OECD Principles of Corporate Governance, 2015

          Trending Tags

          • calculators
          • Calculators
          • Publications
          • Sites and apps
        • More
          • All
          • Best of
          Best Of Mutual Funds Series: Dividend Stocks for Investors Outside the U.S.

          Best Of Mutual Funds Series: Dividend Stocks for Investors Outside the U.S.

          Best Of Mutual Funds Series: Dividend Stocks for U.S. Investors

          Best Of Mutual Funds Series: Dividend Stocks for U.S. Investors

          Best Of Mutual Funds Series: Investment Grade Bonds, Indexed, for Eurozone Investors

          Best Of Mutual Funds Series: Investment Grade Bonds, Indexed, for Eurozone Investors

          Best Of Mutual Funds Series: US Bonds, Indexed, for US Investors

          Best Of Mutual Funds Series: US Bonds, Indexed, for US Investors

          Best Of Mutual Funds Series: Passive, US Large Stocks, for Non-US Investors

          Best Of Mutual Funds Series: Passive, US Large Stocks, for Non-US Investors

          Best Of Mutual Funds Series: Passive Large US Stocks for US Investors

          Best Of Mutual Funds Series: Passive Large US Stocks for US Investors

          Trending Tags

            • Best of
            • Reviews
            • Snapshots
            • Others
          No Result
          View All Result
          • Home
          • Investing Series Guide
            • All
            • I. Goal Based Investing
            • II. Compounding & Inflation
            • III. Assets Risks & Returns
            • IV. Efficient Diversification
            • IX. Sustainable Investing and ESG
            • V. The Investor
            • VI. Assets and Investments
            • VII. Index Funds
            • VIII. Successful Investing
            • XI. Other Topics
            Choose P4 Mutual funds series – Evaluate and use the benchmarks and ratings of funds

            Choose P4 Mutual funds series – Evaluate and use the benchmarks and ratings of funds

            Simple Portfolios (DIY) Series Part 3: The traditional 60/40 Portfolio, the pros and cons, and how to execute it

            Simple Portfolios (DIY) Series Part 3: The traditional 60/40 Portfolio, the pros and cons, and how to execute it

            Investing in Secular Stocks Series: Part 4.1 – The 3 Valuation Methods and Fundamental Analysis

            Investing in Secular Stocks Series: Part 4.1 – The 3 Valuation Methods and Fundamental Analysis

            Simple Portfolio Series (DIY) Part 2: The Traditional Portfolio 60/40, what it is, for whom, and its performance

            Simple Portfolio Series (DIY) Part 2: The Traditional Portfolio 60/40, what it is, for whom, and its performance

            Simple or Lazy Portfolio Series (DIY): Part 1 – Overview

            Simple or Lazy Portfolio Series (DIY): Part 1 – Overview

            Choosing Mutual Funds Series: Part 5 – Funds availability and currency of investment

            Choosing Mutual Funds Series: Part 5 – Funds availability and currency of investment

            Trending Tags

              • I. Goal Based Investing
              • II. Compounding & Inflation
              • III. Assets Risks & Returns
              • IV. Efficient Diversification
              • V. The Investor
              • VI. Assets and Investments
              • VIII. Successful Investing
              • IX. Sustainable Investing and ESG
              • X. Kits and Tips
              • XI. Other Topics
            • Wealth and Investing
              • All
              • Investing
              • Wealth
              The world’s best investors use different strategies, but they have in common the patience of a long-term perspective.

              The world’s best investors use different strategies, but they have in common the patience of a long-term perspective.

              The assets allocation in the world reflects the countries economic development and their financial system

              The assets allocation in the world reflects the countries economic development and their financial system

              How Women invest: Part 2 – The results are equivalent to those of men, but with significant differences in investment management

              How Women invest: Part 2 – The results are equivalent to those of men, but with significant differences in investment management

              Outlook 2023: Part 5 – 2023 will be a transitional year with two halves

              Outlook 2023: Part 5 – 2023 will be a transitional year with two halves

              Outlook 2023: Part 4 – In changing economic cycle, policies, and market sentiment, valuation matters become more than ever

              Outlook 2023: Part 4 – In changing economic cycle, policies, and market sentiment, valuation matters become more than ever

              Outlook 2023: Part 3 – 2022 was bad for investments, but was not the same for everything

              Outlook 2023: Part 3 – 2022 was bad for investments, but was not the same for everything

              Trending Tags

                • Investing
                • Wealth
              • Retirement & Savings
                • All
                • Retirement
                • Savings
                Retirement Series: How much money do we need to live through retirement?

                Retirement Series: How much money do we need to live through retirement?

                Retirement Series: Part 1 – Overview – A backwards view

                Retirement Series: Part 1 – Overview – A backwards view

                How many years do our public or social pensions last?

                What is the replacement rate of retirement pensions?

                How many years will we live in retirement?

                Planning for a good financial life in retirement

                Trending Tags

                  • Retirement
                  • Savings
                • Tools
                  • All
                  • Calculators
                  • Publications
                  • Sites and apps
                  Morningstar Rating for Funds

                  Morningstar Rating for Funds

                  Morningstar’s European Active/Passive Barometer

                  Morningstar’s European Active/Passive Barometer

                  Morningstar’s U.S. Active vs. Passive Barometer

                  Morningstar’s U.S. Active vs. Passive Barometer

                  The Power of Dividends: Past, Present, and Future, Hartford Funds, 2021

                  The Power of Dividends: Past, Present, and Future, Hartford Funds, 2021

                  OECD Corporate Governance Factbook 2021

                  OECD Corporate Governance Factbook 2021

                  G20/OECD Principles of Corporate Governance, 2015

                  G20/OECD Principles of Corporate Governance, 2015

                  Trending Tags

                  • calculators
                  • Calculators
                  • Publications
                  • Sites and apps
                • More
                  • All
                  • Best of
                  Best Of Mutual Funds Series: Dividend Stocks for Investors Outside the U.S.

                  Best Of Mutual Funds Series: Dividend Stocks for Investors Outside the U.S.

                  Best Of Mutual Funds Series: Dividend Stocks for U.S. Investors

                  Best Of Mutual Funds Series: Dividend Stocks for U.S. Investors

                  Best Of Mutual Funds Series: Investment Grade Bonds, Indexed, for Eurozone Investors

                  Best Of Mutual Funds Series: Investment Grade Bonds, Indexed, for Eurozone Investors

                  Best Of Mutual Funds Series: US Bonds, Indexed, for US Investors

                  Best Of Mutual Funds Series: US Bonds, Indexed, for US Investors

                  Best Of Mutual Funds Series: Passive, US Large Stocks, for Non-US Investors

                  Best Of Mutual Funds Series: Passive, US Large Stocks, for Non-US Investors

                  Best Of Mutual Funds Series: Passive Large US Stocks for US Investors

                  Best Of Mutual Funds Series: Passive Large US Stocks for US Investors

                  Trending Tags

                    • Best of
                    • Reviews
                    • Snapshots
                    • Others
                  No Result
                  View All Result
                  Investorpolis
                  No Result
                  View All Result
                  Home Investing Series Guide

                  ESG Investing Series: Part 2 – Growth, trends, and prospects

                  22 de November, 2020
                  in Investing Series Guide, IX. Sustainable Investing and ESG, Uncategorized
                  Reading Time: 8 mins read
                  0 0
                  0
                  Série Investimento ESG: Parte 2 – Crescimento, tendências e perspetivas
                  Share on FacebookShare on Twitter

                  Brief history of the development of sustainable investment and the signatories to the United Nations Principles for Responsible Investment

                  The growth of sustainable investment in the world

                  The importance of sustainable investment at global level

                  The main sustainable investment strategies in the various regions

                  Growth of investment funds with sustainability considerations in the US and Europe

                  Brief history of the development of sustainable investment and the signatories to the United Nations Principles for Responsible Investment

                  Efforts to promote ESG considerations in the financial world began about 30 years ago and have accelerated more recently:

                  The launch of the Who Cares Wins initiative for the UN Global Compact in 2004 gave it a big boost. Sustainable investment in stocks began in earnest with the launch of the UN Principles of Responsible Investment in 2006, and the issuance of green-certified securities by multilateral development organizations in 2007 catalysed the growth of bond investment.

                  Investors have also begun to reassess their investment policies in light of growing awareness of climate change risks since the Paris Agreement at COP21 (21st edition of the United Nations Convention on Climate Change) and the 2015 UN Sustainable Development Goals, with most countries committed to mitigating emissions.

                  Currently, the United Nations backed Principles for Responsible Investment (PRI) Program is a thriving global initiative with more than 3,000 members representing more than $100 billion of assets under management.

                  The Sustainable Stock Exchange Initiative (SSEI) backed by UNCTAD based in Geneva has grown over the years, with many exchanges forcing the disclosure of ESG by listed companies or providing guidance on how to report on ESG issues.

                  The growth of sustainable investment in the world

                  Between 2016 and 2018 there was considerable growth in sustainable investment:

                  Globally, sustainable investment assets in the five main markets were $30.7 trillion at the beginning of 2018, a 34 percent increase in two years.

                  From 2016 to 2018, the region where sustainable investment grew the most was Japan, followed by Australia/New Zealand and Canada. These were also the three regions that grew the most in the previous two years. The three largest regions, based on the value of their sustainable investment assets, are Europe, the United States and Japan.

                  In Europe, total assets committed to sustainable and responsible investment strategies grew by 11% between 2016 and 2018 to reach 12.3 trillion euros ($14.1 trillion).

                  Total assets under management domiciled in the US using sustainable strategies rose from $8.7 trillion in early 2016 to $12.0 trillion in early 2018, an increase of 38 percent.

                  In Japan, sustainable investment assets quadrupled from 2016 to 2018. The growth has made Japan the third largest centre of sustainable investment after Europe and the United States.

                  From 2016 to 2018, assets managed with responsible investment strategies in Canada grew by 42%.

                  The importance of sustainable investment at global level

                  The market share of sustainable investment has also grown in all regions except Europe.

                  Responsible investment now accounts for a considerable share of professionally managed assets in each region of the world, ranging from 18% in Japan to 63% in Australia and New Zealand. Sustainable investment already has a great weight in global financial markets.

                  In Europe, despite its growth, its global market share has decreased from 53% to 49% of all professionally managed assets. The slight drop may be a shift to stricter standards and definitions.

                  Assets managed with sustainable investment strategies now account for 26% of all professional management investment assets in the United States.

                  In Japan, it grew from only 3% of the total professionally managed assets in the country to 18%.

                  In Canada, growth is even more impressive in terms of market share. Responsible investments now account for just over 50% of the assets managed professionally in the country, up from 38% in 2016.

                  In Australia and New Zealand, a responsible approach to investment now accounts for 63% of professionally managed assets in these two countries, up from 51% in 2016.

                  The main sustainable investment strategies in the various regions

                  Currently, institutional investors primarily prioritize negative screening or filtering strategies, ESG integration and corporate engagement and shareholder action:

                  In Europe, although exclusionary screening remains the dominant strategy at EUR 9.5 trillion, this is less than the EUR 10.2 trillion reported under this strategy in 2016. Corporate engagement and shareholder action are now the second most practiced strategy, rising from third place in 2016, with assets involved in this strategy growing by 14%.

                  In the US, $11.6 trillion is held by asset management companies and investment institutions that apply ESG criteria in their investment analysis and portfolio selection, predominantly through the integration of ESG and negative screening.

                  The main sustainable investment strategy in Japan is corporate engagement and shareholder action, deployed by assets totalling ¥141 billion, followed by ESG integration, which is practiced at ¥122 billion.

                  Canada’s most prominent responsible investment strategy, in asset-weighted terms, continues to be ESG’s integration, with corporate engagement second. The fastest growth strategy was negative screening.

                  In Australia, 78% of responsible investment assets are managed through a “broad” strategy that emphasises ESG integration and corporate engagement, while 22% are managed through “core” responsible investment strategies such as screening, thematic sustainability investment or impact investment. Broad responsible investment approaches account for 53% of responsible investment assets in New Zealand.

                  Growth of investment funds with sustainability considerations in the US and Europe

                  In the US, in 2019 there was strong growth in investment funds with ESG considerations after a good start in 2018:

                  In 2019, 483 new funds added ESG consideration to their prospectuses, making a total of 564 funds with $933 billion in assets under management.

                  Sustainable investment funds in the United States attracted new capital flows at a record pace in 2019, totalling $21.4 billion that year. This is almost 4 times the previous annual record of net flows.

                  More recently, sustainable fund flows in the United States continued at a record pace in the first half of 2020, with estimated net values of $20.9 billion, close to the annual record of $21.4 billion set in 2019.

                  In Europe, the universe of sustainable investment funds continued to expand in the first half of 2019, taking advantage of growing investor interest:

                  In the first half of 2019, there were 2,232 funds claiming in their prospectus that they use specific ESG criteria as a key part of their security selection process or indicate that they pursue a sustainability-related issue or seek a measurable positive impact along with financial return.

                  The pace of growth of these funds has accelerated in recent years, with 168 new funds launched in the first half of 2019 and following the 305 created in 2018.

                  While most of the growth in the number of sustainable investment funds came from new launches, asset managers have also repurposed existing funds:

                  The largest increase in this activity occurred between 2017 and 2018, with a slowdown in the first half of this year.

                  In Europe, sustainable investment funds reached €595 billion in assets under management at the end of June 2019, a growth of 20.5% in six months, supported by positive flows and market valuation. This is compared with an expansion of total investment fund assets at European level of 7.7%.

                  More recently, flows to sustainable funds in Europe reached more than US$75 billion in the first half of 2020, recovering strongly after the sell-off of the coronavirus pandemic market.

                  https://www.unpri.org/pri/about-the-pri

                  http://www.gsi-alliance.org/wp-content/uploads/2021/08/GSIR-20201.pdf

                  http://www.gsi-alliance.org/wp-content/uploads/2019/03/GSIR_Review2018.3.28.pdf

                  https://www.morningstar.com/articles/1062299/the-number-of-new-sustainable-funds-hits-an-all-time-record

                  Previous Post

                  What is the value of the financial advice?

                  Next Post

                  To invest is running a long marathon and not a 100-meter race

                  Investadmin

                  Investadmin

                  Related Posts

                  Choose P4 Mutual funds series – Evaluate and use the benchmarks and ratings of funds
                  Investing Series Guide

                  Choose P4 Mutual funds series – Evaluate and use the benchmarks and ratings of funds

                  27 de March, 2023
                  Simple Portfolios (DIY) Series Part 3: The traditional 60/40 Portfolio, the pros and cons, and how to execute it
                  Investing Series Guide

                  Simple Portfolios (DIY) Series Part 3: The traditional 60/40 Portfolio, the pros and cons, and how to execute it

                  27 de March, 2023
                  Investing in Secular Stocks Series: Part 4.1 – The 3 Valuation Methods and Fundamental Analysis
                  Investing Series Guide

                  Investing in Secular Stocks Series: Part 4.1 – The 3 Valuation Methods and Fundamental Analysis

                  27 de March, 2023
                  Simple Portfolio Series (DIY) Part 2: The Traditional Portfolio 60/40, what it is, for whom, and its performance
                  Investing Series Guide

                  Simple Portfolio Series (DIY) Part 2: The Traditional Portfolio 60/40, what it is, for whom, and its performance

                  28 de January, 2023
                  Simple or Lazy Portfolio Series (DIY): Part 1 – Overview
                  Investing Series Guide

                  Simple or Lazy Portfolio Series (DIY): Part 1 – Overview

                  28 de January, 2023
                  Choosing Mutual Funds Series: Part 5 – Funds availability and currency of investment
                  Investing Series Guide

                  Choosing Mutual Funds Series: Part 5 – Funds availability and currency of investment

                  24 de January, 2023
                  Next Post
                  Investir é correr uma longa maratona e não uma corrida de 100 metros

                  To invest is running a long marathon and not a 100-meter race

                  Leave a Reply

                  Your email address will not be published. Required fields are marked *

                  Trending

                  Choose P4 Mutual funds series – Evaluate and use the benchmarks and ratings of funds

                  Choose P4 Mutual funds series – Evaluate and use the benchmarks and ratings of funds

                  27 de March, 2023
                  Simple Portfolios (DIY) Series Part 3: The traditional 60/40 Portfolio, the pros and cons, and how to execute it

                  Simple Portfolios (DIY) Series Part 3: The traditional 60/40 Portfolio, the pros and cons, and how to execute it

                  27 de March, 2023
                  Investing in Secular Stocks Series: Part 4.1 – The 3 Valuation Methods and Fundamental Analysis

                  Investing in Secular Stocks Series: Part 4.1 – The 3 Valuation Methods and Fundamental Analysis

                  27 de March, 2023
                  The world’s best investors use different strategies, but they have in common the patience of a long-term perspective.

                  The world’s best investors use different strategies, but they have in common the patience of a long-term perspective.

                  23 de March, 2023
                  Investorpolis

                  We developed this blog because we believe that only a small learning effort is needed to make a big change in the decisions and results of our investments and financial assets.

                  Main categories

                  • Investing Series Guide
                  • Wealth and Investing
                  • Retirement & Savings
                  • Tools
                  • More

                  Newsletter

                  Sign to our mailing list to receive updates direct to your inbox!

                  *We don’t spam

                  • Privacy Policy
                  • Cookie Policy
                  • Contacts

                  © 2021 - Investorpolis / Powered by Delta Soluções

                  • pt-pt Português
                  • fr Français
                  • es Español
                  • en English
                  • Home
                  • Investing Series Guide
                    • I. Goal Based Investing
                    • II. Compounding & Inflation
                    • III. Assets Risks & Returns
                    • IV. Efficient Diversification
                    • IX. Sustainable Investing and ESG
                    • V. The Investor
                    • VI. Assets and Investments
                    • VII. Index Funds
                    • VIII. Successful Investing
                    • X. Kits and Tips
                    • XI. Other Topics
                  • Retirement & Savings
                    • Retirement
                    • Savings
                  • Wealth and Investing
                    • Investing
                    • Wealth
                  • Tools
                    • Calculators
                    • Publications
                    • Sites and apps
                  • More
                    • Best of
                    • Reviews
                    • Snapshots
                    • Others
                  • About us
                    • Who we are
                    • Mission
                  • Login
                  • Sign Up
                  • Cart

                  © 2021 - Investorpolis / Powered by Delta Soluções

                  Welcome Back!

                  Login to your account below

                  Forgotten Password? Sign Up

                  Create New Account!

                  Fill the forms bellow to register

                  All fields are required. Log In

                  Retrieve your password

                  Please enter your username or email address to reset your password.

                  Log In
                  We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent.
                  Cookie configurationCookie PolicyAcceptReject
                  Manage consent

                  Privacy Overview

                  This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
                  Advertisement
                  Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
                  Analytics
                  Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
                  Functional
                  Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
                  Necessary
                  Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
                  Others
                  Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
                  Performance
                  Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
                  SAVE & ACCEPT

                  Add New Playlist

                  Are you sure want to unlock this post?
                  Unlock left : 0
                  Are you sure want to cancel subscription?