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Swiss Sustainable Investment Market Study 2019

Dec 23, 2018

Inrate has supported the Swiss Sustainable Investment Market Study, providing the readers with the latest developments in the Sustainable Investment (SI) market at a Swiss level.

The study reveals a sharp increase in the total volume of Sustainable Investments, highlighting the growing importance of sustainability within the Swiss financial industry. Based on the responses to the market survey, the total volume of SI increased by 83% to reach CHF 716.6 billion by the end of 2018. This figure covers all reported sustainable investment funds (102% increase), sustainable mandates (22% increase) and sustainable assets of asset owners (91% increase). A total of 77 organisations – 11 more than last year – took part in the survey.
The strong growth is attributable to the fact that more and more institutional investors are opting for sustainable investment strategies and many asset managers are now also integrating sustainability criteria as a standard in their selection process. ESG integration has become the most popular investment approach by the end of 2018, which reflects that it is increasingly becoming standard practice to consider environmental, social and governance themes in investment decisions.
The market study also includes two interviews with large Swiss asset owner bodies; the Swiss Association of Pension Funds (ASIP) and the Swiss Insurance association (SIA), as well as a comprehensive chapter on regulatory issues in Switzerland, the EU and globally.
(Source: Swiss Sustainable Finance)

 

To the full report

Financial market infrastructure provider SIX announced today the launch of a new climate data offering, aimed at supporting investors in reporting and monitoring of climate factors, and in climate-related investment and risk decision making.

The climate data sets, from various data providers in a range of industries, will provide clients with modelled and reported emissions data, covering over 33,000 companies globally, and bringing together multiple data sets on regulatory, historical and forward-looking climate impacts from providers including MSCI and Inrate. SIX also announced that it has recently entered into an agreement with environmental disclosure platform CDP to offer access to its global Greenhouse Gas (GHG) Emissions Dataset across various industries.

According to SIX, the new data sets come as investors increasingly require ESG and climate data to monitor investment decisions and to meet growing regulatory disclosure requirements, including the EU’s SFDR and the U.S.’ upcoming SEC Climate Disclosure Rules.

Martina Macpherson, Head ESG Product Strategy and Management, Financial Information, SIX, said:

“Understanding, measuring and managing climate risk and opportunities, as well as the impact that these can have on investment decisions, is a critical area of focus for market participants and policy makers alike. As more climate risk monitoring and reporting is required globally, the cost of compliance is increasing – both in operations and in terms of specialist ESG resources. SIX works with established providers of basic and specific ESG and climate data in the market.”