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Sustainable and Responsible Investing: Where Are We and Where Do We Go From Here?

Sustainable and Responsible Investing: Where Are We and Where Do We Go From Here?. Brussels, December 3, 2012. EUROSIF – The leading pan-European sustainable investment membership association. 1. Proximity to EU domestic markets via national SIFs. 2. Multi- stakeholder organisation. 3.

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Sustainable and Responsible Investing: Where Are We and Where Do We Go From Here?

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  1. Sustainable and Responsible Investing:Where Are We and Where Do We Go From Here? Brussels, December 3, 2012

  2. EUROSIF – The leading pan-European sustainable investment membership association 1 Proximity to EU domesticmarkets via national SIFs 2 Multi-stakeholder organisation 3 European focus • Partnership of 8 national SIFs • Supported by about 70 Member Affiliates

  3. A multi-stakeholder organisation with around 70 Member Affiliates

  4. Eurosif Key Activities Promotion of SRI Member Affiliate Network Servicing

  5. Created with the support of:

  6. Created with the support of

  7. Introduction: No Single Market for SRI

  8. Simplified Country Perspectives on SRI

  9. Overview of SRI Strategies Used in Europe Source: Eurosif

  10. Growth Compared to Overall Market Source: Eurosif, EFAMA

  11. Sustainability themed • Almost doubled since 2009 • Now found in almost all countries surveyed • Demand growing in Holland, Germany, UK, Switzerland Source: Eurosif

  12. Exclusions • Covers ~28% of European total AuM • Key drivers: German, Swiss and Dutch markets • Policies covering cluster munitions and anti-personnel mines now cover 48% of Europe’s AuM Source: Eurosif

  13. Impact Investing – Space to watch Total size of market is: € 8.75 billion • Institutional and retail investment assets. • Excludes Development finance + community banking deposits Source: Eurosif

  14. Breakdown by type of investor • Europe Retail Average: 6% (Spain 3%) • Relative Decline vs Institutional Source: Eurosif

  15. Drivers of SRI Demand Legislative drivers Legislative drivers Red Flag !! Source: Eurosif

  16. HNWI remain a key distribution channel for SRI +18% +58% • Increase by ~60% between 2009 and 2011 • Overall European HNWI Wealth increased by 18% Source: Eurosif, 2012

  17. Share of Sustainable Investments in Total HNWI Portfolio • The share of wallet of Sustainable Investments has increased • HNWIs allocating over 50% to SI have doubled (25%) Source: Eurosif, 2012

  18. Attitudes to Sustainable Investments Source: Eurosif, 2012

  19. Thematic and Best-in-Class are popular with HNWI • Positive screening and Sustainability-themed mostly used • Substantial increase of Impact Investing • Strategies often combined in a portfolio (Core-Satellite) Source: Eurosif, 2012 Note: impact investing not directly comparable with previous years

  20. Conclusions • All strategies have grown since 2009 (faster than market) • Increasing investor interest for Impact Investing • Institutional investors remain key drivers • Data shows continuous demand by European HNWI • However, general retail demand remains a challenge  How can the industry address this?

  21. Contact / Follow Eurosif francois@eurosif.org www.twitter.com/eurosif LinkedIn/eurosif http://www.linkedin.com/groups/Eurosif-3290984/about facebook/eurosif Rue du Progrès 331 B- 1030 Bruxelles +32 274 14 35 Registered Office: La Ruche, 84, Quai de Jemmapes, 75010, Paris, France

  22. Sustainability Themes Used (ex. Impact Investing) Back-up • Strong domination on environmental issues (energy / climate) • But all themes have experienced growth, indicating that other themes become increasingly attractive (eg. health) Source: Eurosif, 2012

  23. Back-up Impact Investing Approaches Used • Microfinance preferred but less so than with overall market (55%) • Attractiveness of Social Business investments is higher than the overall market (19%) Source: Eurosif, 2012

  24. Motivations for Sustainable & Impact Investing Back-up Impact Investing Sustainable Investment Source: Eurosif, 2012

  25. Barriers to Sustainable & Impact Investing Back-up Sustainable Investment Impact Investing

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