ESG for retail investors

Published March 2024
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ESG investment has become mainstream over the last couple of years for institutions..

by Servaas Houben

 width= Servaas Houben is Manager Actuarial at ERGO INSURANCE (Belgium) and
Board Member & President Society Committee CFA Belgium

Sustainability reports have grown in detail and have extended besides qualitative goals and ambitions, into quantitative reports showing measurable progress on KPIs. Despite the increase in interest into ESG matters in the public domain by consumers reflected in climate protests and concerns, this has not yet translated in consumers becoming active EGS investors themselves: retail ESG investment in 2020 was lagging 1 with a share of 25% compared to the 75% institutional investment, despite retail investors owning 52% of global assets as per 2021.2 As the share of retail investments in total assets under management is expected to increase to 61% by 2030, this provides a clear opportunity for individual investors to increase their ESG awareness and interest in sustainable assets.

Read the article here.

Disclaimer:

This column represents the opinion of the interviewee, and not necessarily the opinion of the AAE.

This article was published in The European Actuary No. 37 – March 2024

The European Actuary Magazine