Sustainability integration important to overwhelming majority of investors

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To coincide with Good Money Week*, 3-7 October 2022, Fulcrum Asset Management asked professional investors their views on how important it was that sustainability is integrated into the overall investment process, as part of their asset allocation selection criteria.

Nearly four-fifths of professional investors (79%) believed that it was important. The figure is slightly higher for IFAs, at just over 82%, and just under at 76% for institutional investors including consultants, pension fund managers and trustees.

Commenting on the findings of the survey, Samriddhi Sharma (Sam), Responsible Investment Associate at Fulcrum noted that due to an increase in natural disasters exacerbated by climate change, a flurry of regulation and an increasing need for innovation in this space, most investors should consider embedding ESG risks and opportunities in their overall investment process.

Sam’s role at Fulcrum drives and supports the sustainability efforts, in line with the company’s key values. Her role includes integrating ESG considerations in the investment process, working on regulatory commitments for clients and regulators and engaging with a wide range of stakeholders to achieve a just and green transition to net zero.

Sam Sharma said: “Integrating ESG considerations when it comes to asset allocation signals strong and thoughtful governance. On the other hand, ignoring ESG factors is a risk. Despite recent challenges from energy prices to new government policy, we believe that ESG considerations should and will continue to be at the forefront of investors’ minds.”

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