ESG:
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Why some institutional investors see ESG integration as crucial to their investment strategy, while others see it as an irrelevant distraction
What is this research about?
Unquantifiable risks and shifting regulations are just some of the problems facing institutional investors. Some see the integration of ESG (Environmental, Social and Governance factors) in the investment process as part of the answer, others believe just the opposite. Yet, no one knows how many are actively taking ESG into account (or intend to).
Responsible Investor, in association with UBS Asset Management, aims to answer this question by investigating drivers and barriers to ESG integration, as well as highlighting best practice globally.
This research initiative comprises an intriguing cohort with over half of the 613 respondents coming from the corporate pension space and 63% not being signatories to the UN PRI.
See the results now by clicking the button below*.
*If you are an institutional investor and want full access to the results upon study completion, contribute to this exciting dataset by completing our 5min survey!
Key findings
Questions the report answers
How does the integration of ESG impact financial performance in practice?
At which steps do investors integrate ESG in their investment process?
First-hand experiences of the ‘ESG-journey’ from asset owners
What are drivers of and barriers to ESG integration?
How is ESG approached in DC pensions?
Is ESG influencing asset manager selection?
What is the role of consultants?
Do asset owners measure the non-financial impact of their investments?
What are the implications of ESG developments for future asset owner strategy?
and more...
Geographical distribution of respondents
Why is this an unusual dataset?
More than half of respondents (51%) come from the corporate pension space, of which there is not much information in the public domain.
63% of respondents to this survey are not signatories to the UN-backed Principles for Responsible Investment (UN PRI), making this initiative reach beyond the 'usual suspects' for ESG-themed research.
Key findings
613 respondents
46 countries
€19+ trn AuM
Questions the report answers
How does the integration of ESG impact financial performance in practice?
At which steps do investors integrate ESG in their investment process?
First-hand experiences of the ‘ESG-journey’ from asset owners
What are drivers of and barriers to ESG integration?
How is ESG approached in DC pensions?
Is ESG influencing asset manager selection?
What is the role of consultants?
Do asset owners measure the non-financial impact of their investments?
What are the implications of ESG developments for future asset owner strategy?
and more...
Geographical distribution of respondents
*Hover over countries for participant numbers
Why is this an unusual dataset?
More than half of respondents (51%) come from the corporate pension space, of which there is not much information in the public domain.
63% of respondents to this survey are not signatories to the UN-backed Principles for Responsible Investment (UN PRI), making this initiative reach beyond the 'usual suspects' for ESG-themed research.
What the experts say
What the experts say
Who participated*
*and agreed to be named as a respondent to the research
Public:
AP1
AP4
Avon Pension Fund
Brunel Pension Partnership
Caisse des Depots
Camden Council
East Bay Municipal Utility District Employees Retirement System
Environment Agency Pension Fund
Employees Retirement System of the State of Hawaii
ERAFP
Florida State Board of Administration
Government Employees Pension Fund South Africa
Ircantec
KB Prvo penzisko drustvo AD Skopje
Landstinget Vastmanland
London Borough of Camden
MainePERS
Merseyside Pension Fund
Millcreek Township Combined Pension Plan
Montgomery County Public Schools
NEST Corporation
Norfolk Pension Fund
OPTrust
Regime de retraite de Universite du Quebec
State of Rhode Island
San Joaquin County Employees' Retirement Association
South Yorkshire Pensions Authority
SPP GmbH
Strathclyde Pension Fund
Corporate:
8 Miles
Alecta
Allianz Group
Axa
Banco Bilbao Vizcaya Argentaria
BNP Paribas
Bridgestone Hispania
British Airways Pension
Bilanciarsi
Caixa Bank
CBA Pension Scheme
Danica Pension
Deutsche Zürich Pensiones EGFP
Ethical Markets Media (USA & Brazil)
Evangelische Bank AG
Fagoed
Incarnassa
IFM Investors
KB Prvo penzisko drustvo AD Skopje
Lansforsakringar
MBW Associates
MS&AD Insurance Group Holdings
Mutua Loreto
National Grid
Nordea Bank
Noritz Corporate Pension Fund
One Planet Ventures
Old Mutual Investment Group
PFA Pension
PVS SIX Management AG
Rabobank Pensioenfonds
Repsol
Corporate (continued):
RGA Seguros - Grupo Caja Rural
Seven Investment Management Pension
Skandia Group
Societe Generale
Sustainable Value Investors
Svrne Mutua de Seguros
T-Systems Ltd
UBS
Unicredit
Varma
Volvo Group
Walter Crips
Industry-wide / Multi-employer schemes:
ADEGI
Alifond
Arionbanki
Canada Life Investments
Christian Super
CCOO
EFIA
ELA
First State Super
Fondo Pensione Pegaso
LAB
LagunAro EPSV
LSBI
Media Pensioen Diensten
Mineworkers Provident Fund South Africa
National Employment Savings Trust
NEST Sammelstiftung
P+ (DIP/JØP)
Pædagogernes Pension (PBU)
Pensam
Pensio B
Pensioenfonds PNO Media
Pension Danmark
Profond Pension Plan
Regime de Retraite CEPEGQ
RPMI Railpen
Sampension
TPT Retirement Solutions
UGT Catalunya
Veritas
Vision Super
Other:
Church Investment Group
Nehemia Global Funds
Christopher Reynolds Foundation
Dominican Sisters
GjensidigeStiftelsen
John Ellerman Foundation
Mercy Investment Services
Pathstone Federal Street
Sophia University Endowment
The Health Foundation
UNC Greensboro Investment Fund
Uniting Financial Services
William Caspar Graustein Memorial Fund
Wespath Benefits and Investments
If you are an asset owner, receive access to the report by taking part
This research initiative is ongoing for asset owners. If you are an institutional investor and want full access to the results, contribute to this exciting dataset by completing our 5min survey. To participate, just choose your preferred language below.
Once you have completed the survey*, please contact the research team for verification. You will not be able to access the full report unless verification is successful.
Download current data snapshots (in pdf format) here:
Data protection
All respondents will remain anonymous and answers will be non-attributable. No details will be shared with any third parties and SSL encryption of all answers is ensured. However, respondents are asked to give the name of their organisation at the beginning of the survey, as this information is needed to verify the answers.
*All asset owners who took part in the survey will be sent their digital copy of the report starting w/c 17th June 2019. If you have completed the survey already but have not left your contact details with us, please reach out to us via email.