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普华永道:2020年可持续金融资产管理者的新时代-(英文版)(20页).pdf

上传人: 孔明 编号:20907 2020-10-15 20页 932.99KB

1、Sustainable Finance, a new era for asset managers | 1 Sustainable Finance, a new era for asset managers 24 March 2020 2 | PwC Sustainable Finance, a new era for asset managers | 3 Executive summary The last few years have seen a rally towards Environmental, Social and Governance (ESG) products and E

2、SG integration, with sustainable funds capturing a significant portion of inflows in Europe and some asset managers announcing that they will integrate ESG within their entire range of products. And this trend is likely to further accelerate over the coming years among others due to expected regulat

3、ory developments in Europe. On 8 March 2018, the European Commission (the “EC”) issued its “Action plan on Financing Sustainable Growth” (the “Action Plan”). This initiative stems from the Capital Markets Union Action Plan and is part of the broader efforts to connect finance with the specific needs

4、 of the European and global economy for the benefit of the planet and our society. The EU defines “Sustainable Finance” as the process of taking due account of environmental and social considerations in investment decision-making, leading to increased investments in longer-term and sustainable activ

5、ities whilst the plan recognises the key role of “Governance”, there is a clear focus on “Environmental” and “Social” considerations. This very ambitious Action Plan will impact all managers doing business in the EU in one way or another (operations in the EU, products sold in the EU). It aims to: F

6、inance the transition to a more sustainable and inclusive growth the objective is to direct investment into sustainable activities, aimed at leveraging on the financial sector to close the investment gap and finance an economically and socially sustainable economic system; Better manage financial ri

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本文主要讨论了可持续金融对资产管理行业的影响。文章指出,近年来,环境、社会和治理(ESG)产品和ESG整合的趋势日益增强,可持续基金在欧洲吸引了大量资金流入。欧盟委员会于2018年3月8日发布了“可持续增长融资行动计划”,旨在通过金融部门将投资引导到可持续活动中,以实现经济和社会的可持续发展。该行动计划包括十个措施,其中三个关键的法规提案(税收分类、披露和低碳基准)以及修改现有的MiFID II、UCITS和AIFMD二级法规。这些措施不仅会影响资产管理公司和其产品,如投资决策和产品分销,还将影响公司如何在其业务运营和战略中整合“ESG”。预计这些措施的最终确定将在市场上带来重大变化,包括投资者将被系统地询问他们的ESG偏好,并将提供符合这些偏好的产品。此外,还将定义两种新的产品类别:促进环境或社会特征的产品和可持续投资产品。所有资产管理公司、投资公司、授权另类投资基金经理和UCITS管理公司都将被要求审查其运营模式,以确保在治理、流程、薪酬政策、利益冲突政策、产品治理、风险管理等方面充分考虑可持续性和可持续性风险。
可持续金融对资产管理有何影响? 欧盟如何定义“可持续金融”? 欧盟的可持续金融行动计划包括哪些主要措施?
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