04/10/2022

Sustainability integration important to overwhelming majority of investors

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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.”

  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 material is for your information only and is not intended to be used by anyone other than you. It is directed at professional clients and eligible counterparties only and is not intended for retail clients. This is not an offer or solicitation with respect to the purchase or sale of any security. The material is intended only to facilitate your discussions with Fulcrum Asset Management as to the opportunities available to our clients. The given material is subject to change and, although based upon information which we consider reliable, it is not guaranteed as to accuracy or completeness and it should not be relied upon as such. The material is not intended to be used as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or express recommendations concerning the manner in which any client’s account should or would be handled, as appropriate investment strategies depend upon client’s investment objectives. The price and value of the investments referred to in this material and the income from them may go down as well as up and investors may not receive back the amount originally invested. Past performance is not a guide to future performance. Future returns are not guaranteed and a loss of principal may occur.

It is the responsibility of any person or persons in possession of this material to inform themselves of and to observe all applicable laws and regulations of any relevant jurisdiction. Fulcrum Asset Management does not provide tax advice to its clients and all investors are strongly advised to consult with their tax advisors regarding any potential investment. Opinions expressed are our current opinions as of the date. 031022 FC124W

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