Sustainability Investment Insights

Local overview Theme 1: The empowered investor Investment knowledge People are aware of their financial knowledge: - 67% of people with expert/advanced investment knowledge* correctly identified the inverse relationship between interest rates and bonds, as opposed to 28% in the intermediate category and 10% in the beginner/rudimentary category, implying that their self purported level of investment knowledge is accurate. Responsibility for imparting financial knowledge is shared: - - 50% of people believe that financial providers (e.g., investment companies) should be responsible for the ensuring that people have sufficient levels of knowledge on personal financial matters. 38% believe that education/schooling has a role to play in educating people about financial matters. 35% believe that it should be financial advisers. - 28% believe that governments/regulators. 28% believe it should be family members. - 19% believe it should be employers. - 9% believe it should be people themselves. Confidence around making investment decisions: - 76% of people agree that they have sufficient knowledge to feel confident in making investment decisions that affect their future. *Self purported Source: Schroders Global Investor Study, conducted between 18th February - 7th April 2022 3 Schroders

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