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ESG:

Do you or

Don't you?

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

"Choosing managers who are investing sustainably worked brilliantly for us. We were limping but now we are outperforming our benchmark. It has paid off."

— Rowntree Charitable Trust

 

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

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