Investment Funds for Climate Change

Globally, Retail Investors Want Their Investment Funds and Pension Plans to Take an Active Role in Addressing Climate Change

Research by GlobeScan, in collaboration with InfluenceMap, an independent think tank producing data-driven analysis on how business and finance are impacting the climate crisis, reveals that retail investors want investment funds to take an active role on climate change and other issues​. The survey of nearly 5,000 retail investors (defined as those who own and invest in stocks, bonds, funds, or who participate in company or government pension or retirement schemes) in ten countries and territories (Australia, Canada, France, Germany, Hong Kong, Italy, Japan, Singapore, UK, and the USA) was conducted in July and August of 2023. ​

Retail investors’ support is particularly strong for investment funds encouraging governments to act on climate change (44%) followed by investing in companies that advance cleaner energy (42%) and encouraging companies they are investing in to act on climate change (39%).

WHAT DOES THIS MEAN?

This research shows that retail investors demand ambitious climate action by their fund and pension managers and showcases the opportunity for asset managers to be much more responsive to their investor base. If fund managers are to meet the expectations of their retail investor clients, it is time for them to match their top-line statements with ambitious action on climate – both in terms of how they manage their portfolios and how they use their influence to advocate for more government action on climate.

Read more in our report People and Planet Are Sound Investments: Shareholder Views on Climate Change, Nature, and Economic Inequality

Survey Question: How much do you support or oppose your fund or pension plan to do each of the following? 

Source:  GlobeScan Radar Trends Report (survey of 29,565 people in the general public across 31 countries and territories in July ‒ August 2023)