IMPACT INVESTING ASSET OWNER TREND REPORT Phenix Capital

More than 90% of respondents believe that generating a positive societal and environmental impact is an integral part of their fiduciary duty and 33% of institutional asset owners with an impact allocation allocate at least 10% of AUM to impact assets.

Phenix Capital has released findings from a survey of participants at the upcoming 5th annual Impact Summit Europe in its inaugural Impact Asset Owner Trend Report.

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The survey of 64 asset owners and institutional investors that responded, with a total of €9 trillion in assets under management, found the following:

  • More than 90% of asset owners believe that achieving a positive environmental and societal impact is integral to their fiduciary duty;

  • Almost 80% of respondents expect to increase the target allocation to impact investing over the next three years;

  • Nearly two-thirds of the survey’s respondents report, or expect, the return on the impact mandate to be in line with that of the general portfolio, although 27% reports or expects higher returns;

  • 33% of institutional asset owners with an impact allocation allocate at least 10% of AUM to impact assets;

  • Mandates are diverse by geography, asset classes and themes, but environmental concerns are at the forefront of investors’ mind;

  • Particularly for larger portfolios, the lack of opportunity, liquidity and execution are among the biggest challenges reported by impact investors;

  • Many investors have adopted the UN’s Sustainable Development Goals (SDGs) as an impact investing framework: Good health and well-being (SDG 3), Affordable and Clean Energy (SDG 7), and Climate Action (SDG 13) are favoured themes.