Only 39% of investors invest sustainably1—largely because they just aren’t clear about what it is, and how it can make a difference. Here, we break it down for you with what you need to know about sustainable investing to get started and make a difference.
What is sustainable investing?
It’s a way to invest for the returns you expect while staying true to your values. That’s whether you care about a cause, driving social change, or how a company or country conducts itself.
Three main ways to invest sustainably:
Exclude companies and industries that don’t reflect your values from your portfolio.
Integrate environmental, social and corporate governance factors into your portfolio to improve your returns and reduce your risk.
Invest with the intention to generate measurable environmental and social impact, alongside a financial return.
Myth vs. reality
You sacrifice performance
You can’t measure the impact
You need to be an expert
Why should you invest sustainably?
Overheard at the WEF: Wendy Woods, BCG and James Chin Moody, CEO Sendle, talk about how corporations that do well on ESG, outperform their peers,2 and how you can be good for business and good for the world.
Who’s investing sustainably?
The young and the wealthy lead the way1
39% of investors globally
$50m+ in assets
Is impact investing one of the most vibrant and innovative segments of financial markets?
We want to shape the future of sustainable investing. Why? Because we believe these investments can deliver returns with less risk to your money. We are also confident that sustainable investing will soon become the world's most widely accepted way of investing.2, 3
Furthermore, as the world's leading wealth manager,5 we feel responsible for helping change things for the better. We have the capital, solutions and expertise to make a big difference globally.
These aren’t just words. We walk the talk. In 2017, we pledge to support our clients in investing USD 5 billion into impact investments over the next five years to help plug funding gaps needed to reach the 17 UN Sustainable Development Goals (SDGs). And you’ll always have a team of sustainable investing experts helping you do more for your ﬁnances and the world.