Thought Leadership

Sustainability integration important to overwhelming majority of investors

29 September 2022

To coincide with Good Money Week¹, 3-7 October 2022, Fulcrum Asset Management asked professional investors their views on how important it was that sustainability is integrated into the overall investment process, as part of their asset allocation selection criteria.

Nearly four-fifths of professional investors (79%) believed that it was important. The figure is slightly higher for IFAs, at just over 82%, and just under at 76% for institutional investors including consultants, pension fund managers and trustees.

Commenting on the findings of the survey, Samriddhi Sharma (Sam), Responsible Investment Associate at Fulcrum noted that due to an increase in natural disasters exacerbated by climate change, a flurry of regulation and an increasing need for innovation in this space, most investors should consider embedding ESG risks and opportunities in their overall investment process.

Sam’s role at Fulcrum drives and supports the sustainability efforts, in line with the company’s key values. Her role includes integrating ESG considerations in the investment process, working on regulatory commitments for clients & regulators and engaging with a wide range of stakeholders to achieve a just and green transition to net zero.

Sam said:

“Integrating ESG considerations when it comes to asset allocation signals strong and thoughtful governance. On the other hand, ignoring ESG factors is a risk. Despite recent challenges from energy prices to new government policy, we believe that ESG considerations should and will continue to be at the forefront of investors’ minds.”

About the Author

  1. Findings are based on a survey from independent research consultancy, Censuswide, conducted between 6th-10th June 2022 with a sample of 102 Professional Investors. Censuswide is a member of ESOMAR – a global association and voice of the data, research and insights industry. Censuswide complies with the MRS code of conduct based on ESOMAR principles.

This content is provided for informational purposes and is directed at professional clients as defined in Directive 2011/61/EU (AIFMD) and Directive 2014/65/EU (MiFID II) Annex II Section I or Section II or an investor with an equivalent status as defined by your local jurisdiction.  Fulcrum Asset Management LLP (“Fulcrum”) does not produce independent Investment Research and any content disseminated is not prepared in accordance with legal requirements designed to promote the independence of investment research and as such should be deemed as marketing communications.  This document is also considered to be a minor non-monetary (‘MNMB’) benefit under Directive 2014/65/EU on Markets in Financial Instruments Directive (‘MiFID II’) which transposed into UK domestic law under the Financial Services and Markets Act 2000 (as amended). Fulcrum defines MNMBs as documentation relating to a financial instrument or an investment service which is generic in nature and may be simultaneously made available to any investment firm wishing to receive it or to the general public. The following information may have been disseminated in conferences, seminars and other training events on the benefits and features of a specific financial instrument or an investment service provided by Fulcrum.Any views and opinions expressed are for informational and/or similarly educational purposes only and are a reflection of the author’s best judgment, based upon information available at the time obtained from sources believed to be reliable and providing information in good faith, but no responsibility is accepted for any errors or omissions. Charts and graphs provided herein are for illustrative purposes only. The information contained herein is only as current as of the date indicated, and may be superseded by subsequent market events or for other reasons. Some of the statements may be forward-looking statements or statements of future expectations based on the currently available information. Accordingly, such statements are subject to risks and uncertainties. For example, factors such as the development of macroeconomic conditions, future market conditions, unusual catastrophic loss events, changes in the capital markets and other circumstances may cause the actual events or results to be materially different from those anticipated by such statements. In no case whatsoever will Fulcrum be liable to anyone for any decision made or action taken in conjunction with the information and/or statements in this press release or for any related damages. Reproduction of this material in whole or in part is strictly prohibited without prior written permission of Fulcrum Copyright © Fulcrum Asset Management LLP 2024. All rights reserved.

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