Schroder ISF Sustainable Multi Asset Income (Mar 2023)

Sustainability can no longer be ignored Sustainable investing – which considers environmental, social and governance (ESG) factors alongside financial factors as part of its investment process – has risen-up the agenda for many investors. As recently as ten years ago, ESG themes barely registered as major threats towards global prosperity. Now, they dominate. World Economic Forum: Top 3 global risks in terms of likelihood Now : 2022

What’s driving the growth of sustainable investing?

1 Growing public concern:

91% of investors think sustainability is more important now than, if not as important as, before the pandemic in terms of both environmental and social issues. Source: Schroders Global Investor Study 2021

2 ESG regulation is growing exponentially:

Social and regulatory pressures are forcing companies to take greater responsibility for the actions they create.

Fall in BP share price due to oil spill incident Source: Bloomberg. For illustrative purposes only and not to be viewed a s a recommendation to buy or sell. Projected cash flow losses of global listed companies if carbon prices rise to $100/tonne Source: Schroders, Carbon  Value-at-Risk (VaR) tool

Climate Action Failure

Extreme Weather Environmental

Biodiversity Loss

54%

Then : 2010

Asset Price Collapse

Chronic Disease

China Slowdown

20%

Economic Source: World Economic Forum, Global Risk Reports: Survey of 800 business, government, civil society and thought leaders. Societal

This can significantly impact a company’s profitability and ability to deliver returns. Companies that prioritise sustainability issues are better placed to maintain growth and returns over the long term.

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