Sustainability Investment Insights

Survey results Theme 2: Sustainability Attitudes towards sustainability (2) Sustainability is considered before financial returns: - When considering a sustainable fund, more than a half (52%) of the people want to invest in a fund that has sustainability characteristics e.g. a lower carbon footprint than the benchmark or a higher social benefit. Sustainability still seems to be considered important to people more than the financial returns of the investments they are making. Linking sustainability & profitability: - Although people are showing scepticism around the impact of their sustainable investments, more than half of them (61%) believe that sustainable investments is the only way to ensure profitability in the long term. Despite this scepticism, people are increasingly realising that investment practices have an important role to play in tackling global sustainability issues, with 69% of them agreeing that investment can drive progress in sustainability challenges such as climate change. This shows that there seems to be a contrast between the perceived potential of sustainable investment practices and the reality of the impact of sustainable investments. Climate change is worrying investors: - However, people are also worrying that climate change could have an impact on their investments/returns, with 64% of local investors highlighting that this is a key concern for them. This could be a factor encouraging them to explore sustainable investment strategies. Current sustainable investments: Sustainable funds are being considered in people's investment strategies, with 33% of people highlighting that 11-30% of their investment portfolio is invested in sustainable funds; investing on average 33.18% of their portfolios in sustainable funds. Source: Schroders Global Investor Study, conducted between 18th February - 7th April 2022 9 Schroders

View entire presentation