SRI in Europe : Reasons of SuccessDecember, 03 2012
The survey also covers impact investingfor the first time. It shows that impact investing is common among HNWIs, with 1 out of 2 respondents allocating assets to this type of investment. While the most frequently mentioned motivation for impact investing by HNWIs is ‘contribution to sustainable development’, it is interesting to note that just behind this, ‘alternative to philanthropy’ is mentioned as the second most important motivation. Impact investing is actually more often seen as an alternative to philanthropy than other sustainable investment strategies, which 51% of respondents now consider as financial discipline.
Eurosif HNWI and SRI
Commenting on the results, Eurosif Executive Director François Passant states: “The value proposition of sustainable investment and impact investing, combining both financial interests with sustainability concerns, make these strategies a valuable fit with any HNWI investment portfolio. The fact that many HNWIs who have tested sustainable investments are shifting more assets into these strategies reflects that. This should be no surprise, even in terms of great market uncertainty, as the effects of these strategies are magnified over time and align well with the long term perspective and wealth preservation objectives of HNWIs”
Sustainability Research as Added Value for Investors (SAM approach showing the real positive impact in assessing ESG principles)
Slide Nr 6 shows the huge potential for investors in this discipline