The report surveyed more than 10,000 individuals from 22 countries across three investor
\npopulations, including institutional decision makers, financial advisors, individual investors
\nand participants in defined contribution plans in the U.S.<\/p>\n
Dave Goodsell, executive director of the Durable Portfolio Construction Research Center Three-quarters of global investors say it is important that they invest in companies that Additionally, there is a gap in the sentiment between how men and women perceive ESG Given the recent examples of Volkswagen, Mylan, and Theranos that have made headlines The Natixis report also highlights that although ESG may not be as familiar to financial In terms of portfolio management, 55% say there is alpha to be found in ESG, while 57% \u201cEnvironmental, social, and governance (ESG) investing is taking on broader dimensions Still, the investment community faces great challenges when it comes to successful While the dialogue on ESG may focus on screening out opportunities, institutions have an \u201cWe need to ultimately get past the mind-set that ESG is merely the act of blocking out The rising importance placed on environmental, social and governance investing may be
\nat Natixis Global Asset Management says: \u201cIndividuals tell us that they want their
\ninvestments to reflect their personal values. The environmental, social and ethical records
\nof the companies included in their investment portfolios clearly matter to investors. We
\nalso see the potential for incorporating strategies that consider ESG criteria to incentivize
\nyounger investors to increase their participation in company-sponsored retirement plans.
\nMore than eight in ten (84%) Millennials in the U.S. say they would save more for
\nretirement if their plan offered an ESG option. We see a real desire to ensure that their
\nmoney does social good.\u201d<\/em><\/p>\n
\nreflect their personal values \u2013 an opinion held consistently across gender, generation, and
\nwealth bands within the survey population.<\/p>\nThe findings show a large majority stress the importance of investing in companies with
\nsound environmental records (70%), companies that are seen as doing social good (71%),
\nand companies that are ethically run (78%). In addition, 71% are interested in making
\ninvestments that help to fund advancements in healthcare and education.<\/quote><\/p>\n
\nand its framework within their portfolios. A slightly larger percentage of women (76%) are
\nconcerned with ESG factors compared to men (72%). Overall, there is a three- to fivepoint
\ndifference in opinions between the sexes across all factors. <\/p>\n
\nsince 2015, investing in ethically run companies is where respondents place the greatest
\nemphasis, with 81% of women saying it is important including 31% who say it is very
\nimportant.<\/p>\nThere is a pronounced desire among U.S investors to invest in ESG factors and a 17-point
\ndifference between investors who use financial advisers (76%) and those who are selfdirected
\n(59%).<\/quote><\/p>\n
\nadvisers as traditional investment strategies, the discipline is gaining more attention within
\nthe financial services industry. Forty percent of advisers globally are already using ESG to
\nmitigate governance and social risks. Additionally, institutions surveyed anticipate a
\ngreater role for ESG, with six in ten predicting that it will become standard practice for
\ntheir organization within the next five years.<\/p>\n
\nsay ESG can help mitigate headline risks.<\/p>\n
\nover recent years, and it is going far beyond the old one-dimensional negative screens of
\nsocially responsible investing (SRI) to proactively manage portfolio risk and identify new
\ninvestment opportunity,\u201d<\/em> said Matthew Shafer, Executive Vice President of International
\nDistribution for Natixis Global Asset Management.<\/p>\n
\nimplementation of ESG measures. Reporting on both financial and non-financial
\nperformance ranks as a top hurdle for institutions, while advisers are challenged by the
\nlack of a sufficient performance track record.<\/p>\nHowever, the increasing number of fund ratings bureaus and research houses introducing
\ntools to address monitoring and measurement of ESG factors is helping to reduce the
\ndifficulty of performance reporting.<\/quote><\/p>\n
\neye on sustainability as an investment theme. When asked which sectors of the private
\nequity markets will present the best opportunities in 2017, 34% look to infrastructure, just
\nbehind technology, media and telecommunications. More than three-quarters say
\ninstitutional investors will play a greater role in funding infrastructure projects.<\/p>\n
\ncompanies through negative screens. It is clear that there are substantial opportunities for
\nESG and both individuals and institutions will agree that demographics shifts, burgeoning
\nindustries and sustainable growth initiatives are attractive on both an investment level and
\na social level. If enticing investors to save more by offering ESG elements is the catalyst
\nthat solves the savings crisis in some developed economies \u2013 then we need to start
\nthinking about ESG as here to stay,\u201d<\/em> said Matthew Shafer. <\/p>\n","protected":false},"excerpt":{"rendered":"
\nthe key driver in getting more individual investors, across generations, to invest more or
\neven start planning for retirement, suggests new findings from Natixis Global Asset
\nManagement\u2019s 2017 ESG Report. <\/p>\n","protected":false},"author":20,"featured_media":63759,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1481],"tags":[1655,1826,1682,1651,1437,1724,2091,1685,1680],"_links":{"self":[{"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/posts\/63761"}],"collection":[{"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/users\/20"}],"replies":[{"embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/comments?post=63761"}],"version-history":[{"count":0,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/posts\/63761\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/media\/63759"}],"wp:attachment":[{"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/media?parent=63761"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/categories?post=63761"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/tags?post=63761"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}