Above-average growth for sustainable investments in Germany, Austria and Switzerland // 11.05.2016
In 2015, there was strong growth in the volume of sustainable investments in Germany, Austria and Switzerland. This is clearly shown by the annual statistics from the industry association Forum Nachhaltige Geldanlagen (FNG). According to these, investments taking into account not just financial but also environmental and social criteria have seen growth of 65 per cent, up to 326 billion euros. In all three countries, the sustainable segment recorded higher gains than its conventional counterpart.
“Once again, it has been shown that institutional investors, like retail investors, are increasingly putting their trust in sustainable investments,” commented Volker Weber, Chair of the Board of Directors at FNG, at the presentation of FNG’s latest market report on 11 May 2016 in Berlin. “In Germany, as in Austria and Switzerland, sustainable investment’s share of the market as a whole has increased significantly.” While the figures for all three countries are still in the single-digit percentage range, everything points to continued growth. Furthermore, these calculations do not take into account the much more comprehensive field of responsible investments, which amount to over four trillion euros.”
Responsible investment, unlike sustainable investment, makes use of only a small number of strategies and criteria, for example the exclusion of anti-personnel mines and cluster munitions.
In the light of advancing global warming and the decisions taken at the Paris summit, climate change is becoming more and more relevant to financial players. “Our analyses of this specific issue have shown that the financial sector is becoming increasingly aware of its social responsibility,” explains Claudia Tober, FNG’s Executive Director. “However, investors and asset managers also consider it important to take a proactive and forward-looking approach to managing potential risks to investments. Popular strategies for doing this are using opportunities to exert influence through dialogue and at shareholders’ meetings, divesting carbon-intensive securities and making climate-friendly investments. Measuring the carbon footprint of portfolios is also a tool that is becoming more and more important.”
FNG has been publishing comprehensive statistics on the sustainable investment markets in Germany, Austria and Switzerland in its Sustainable Investment Market Report for over ten years. The data is collected by FNG. The statistics will also be incorporated in the European umbrella organisation Eurosif’s SRI Study 2016, which will be published this autumn. Publication of the Sustainable Investment Market Report 2016 would not have been possible without help from the following sponsors and supporters: Union Investment, Vescore, oekom research AG, Pax Bank, von der Heydt Invest SA, Basellandschaftliche Kantonalbank, KlimaGut Immobilien AG and Metzler Asset Management GmbH.