The development of Socially Responsible Investment (SRI) reflects awareness within society of the need to find a more sustainable model for economic growth, in order to ensure progress and prosperity for all without destroying our ecosystems. As « banker » of the economy, the financial sector plays a central role in financing and accelerating the process of sustainable transition.

At end-2018, the assets managed by SRI funds in Europe amounted to €11 trillion1. While this figure may be substantial, it covers a disparate range of activities and presents great difficulties for investors to steer a course among the numerous options: ethical funds, normative exclusions, best in class, impact investing, ESG integration… significant effort is required in terms of education and transparency to help the investor plot their own course.

DNCA offers 8 keys to help investors understand today’s SRI.

Key Points

  • What is ESG?
  • Fund offers, strategies and labels – how to navigate?
  • SRI and financial performance: the end of a common misconception
  • SRI against the background of the Sustainable Development Goals
1 European SRI Study 2018

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The provision of this material and/or reference to specific securities, sectors, or markets within this material does not constitute investment advice, or a recommendation or an offer to buy or to sell any security, or an offer of any regulated financial activity. Investors should consider the investment objectives, risks and expenses of any investment carefully before investing. The analyses, opinions, and certain of the investment themes and processes referenced herein represent the views of the portfolio manager(s) as of the date indicated. These, as well as the portfolio holdings and characteristics shown, are subject to change. There can be no assurance that developments will transpire as may be forecasted in this material. Past performance information presented is not indicative of future performance.