Swiss Sustainable Investment Market Report Kelly Hess, Swiss Sustainable Finance
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1 Swiss Sustainable Investment Market Report 2017 Kelly Hess, Swiss Sustainable Finance 13 June 2017
2 Total volume of sustainable investments in Switzerland (as of December 2016) 266,3 Data: Forum Nachhaltige Geldanlagen / Swiss Sustainable Finance June Swiss Sustainable Investment Market Report 2017
3 Total volume of sustainable funds and mandates in Switzerland (as of December 2016) Data: Forum Nachhaltige Geldanlagen / Swiss Sustainable Finance June Swiss Sustainable Investment Market Report 2017
4 Most prominent sustainable investment strategies with high growth rates Data: Forum Nachhaltige Geldanlagen / Swiss Sustainable Finance June Swiss Sustainable Investment Market Report 2017
5 More traditional strategies with lower volume and growth rates Data: Forum Nachhaltige Geldanlagen / Swiss Sustainable Finance June Swiss Sustainable Investment Market Report 2017
6 Top 10 exclusion criteria applied in Switzerland (for respective volume in billion CHF) Normsbased Valuesbased Data: Forum Nachhaltige Geldanlagen / Swiss Sustainable Finance June Swiss Sustainable Investment Market Report 2017
7 Most important engagement topics in 2016 Data: Forum Nachhaltige Geldanlagen / Swiss Sustainable Finance June Swiss Sustainable Investment Market Report 2017
8 Distribution of funds amongst different types of investors Share of institutional investors grew to 82% (from 75% in previous year) Data: Forum Nachhaltige Geldanlagen / Swiss Sustainable Finance June Swiss Sustainable Investment Market Report 2017
9 Types of institutional investors in Switzerland 13 June Swiss Sustainable Investment Market Report 2017
10 Conclusion and outlook With growth of 39%, the sustainable investment market again shows considerable growth Sustainable funds now account for 7% of Swiss fund market Growing importance of institutional investors brings strong growth in «mainstream approaches» We expect to see further adoption of sustainable investment approaches by pension funds and foundations In private wealth management, best-in-class approaches in combination with exclusions, as well as, thematic and impact investing are key What we see here is just the start of this development 13 June Swiss Sustainable Investment Market Report 2017
11 Thank you for your attention! 13 June Swiss Sustainable Investment Market Report 2017
12 Contact Swiss Sustainable Finance Kelly Hess, Project Manager Grossmünsterplatz Zürich Tel Kelly.Hess@sustainablefinance.ch Follow us on Social Media >LinkedIn Swiss Sustainable Finance 13 June Swiss Sustainable Investment Market Report 2017
13 Sustainable Investment market data in the DACH-Region Volker Weber President FNG, Forum Nachhaltige Geldanlagen Bern, 13th June 2017 #FNGMarktbericht2017
14 #FNGMarktbericht2017
15 FNG Forum Nachhaltige Geldanlagen e.v. Industry association promoting sustainable investment in Germany, Austria, Switzerland and Liechtenstein Founded in 2001, headquartered in Berlin More than 170 members (June 2017), thereof banks, asset management firms, financial advisors, rating agencies, insurance companies, scientific research institutions and NGOs Member of the europewide SIF-network Eurosif Key mission: information of the public regarding sustainable investments, active fostering of sustainable and transparent investment products Claudia Tober Executive Director
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17 Source:
18 Transparency and quality standards European Transparency Code (since 2008) FNG Sustainability Profiles (since 2012) FNG Label in cooperation with the project partner and auditor Novethic (since 2015)
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20 Sustainable investment market in Germany, Austria and Switzerland #FNGMarktbericht2017
21 Sustainable investment funds and mandates (in billion) #FNGMarktbericht2017
22 Sustainable investment approaches as of end of year 2015 and 2016 (in billion) #FNGMarktbericht2017
23 Distribution of investor types in 2015 and 2016 (in per cent) #FNGMarktbericht2017
24 Asset Overlays Since 2014, the following investment strategies have also been recorded product-independently as asset overlays: exclusions, engagement, voting and integration Total Asset Overlays: 4,1 trillion 4.1 trillion luster munitions and antipersonnel mines 2.3 trillion Billionen weapons of mass destruction billion speculation in foodstuffs billion coal
25 Growth forecasts for sustainable investments in 2017
26 Sponsors & Supporters Gold Sponsor: Supporters: Silver Sponsor: MEDIENPARTNERN MEDIENPARTNER FNG-Dialog #FNGMarktbericht2017
27 Contact Volker Weber FNG-President Phone: Mail: #FNGMarktbericht2017
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