摩根士丹利：2025年机构投资者可持续投资报告（英文版）（24页）.pdf

1、 Sustainable SignalsINSTITUTIONAL INVESTORS 2025Key Takeaways for 2025We surveyed more than nine hundred institutional investors,covering both asset owners and asset managers,to understand their current thoughts around sustainable investing.Most investors remain positive on the outlookHalf of survey

2、 respondents have had sustainable investing programs for at least five years,rising to over two thirds among the largest firms by assets or AUM.Most remain positive on the outlook:86%of asset owners expect to increase allocations to sustainable investments in the next two years,and 79%of asset manag

3、ers expect AUM to grow.Key motivations include strong financial performance.External factors are causing concern,but sustainability is firmly embedded 2025 respondents were much more likely to rate a range of potential concerns about sustainable investing as “very significant,”averaging 38%compared

4、to 25%in 2024.Data remains the top concern,followed closely by regulatory and political uncertainty.Even allowing for these concerns,sustainability is firmly embedded:both asset managers and asset owners see it as a differentiator,and as important to managing investment risk.Climate adaptation and r

5、esilience is growing in prominenceOver 75%of investors expect physical climate risks to impact asset prices in the next five years,echoing the Sustainable SignalsCorporates 2025 survey finding that 60%of companies anticipate a negative impact on operations over the same period.Climate adaptation sol

6、utions to mitigate these challenges now rank third in investors top priority areas,with a particular focus on data and analytics,water infrastructure and grid resilience.Investors remain focused on emissions-related solutions across regions Energy efficiency and renewable energy are the top two inve