Figure 1: Market Shares of the leading Swiss Asset Managers (in per cent)

Transcription

1 Figures Switzerland

2 Figure 1: Market Shares of the leading Swiss Asset Managers (in per cent) J. Safra Sarasin 21.1% Credit Suisse AG (incl. responsability) * 12.2% Pictet 6.8% Vontobel (incl. Raiffeisen) RobecoSAM AG Swisscanto Invest/ Zürcher Kantonalbank 4.5% 4.0% 4.0% * Incl. total assets under custody and administration of assets of responsability Investments AG. Source: Forum Nachhaltige Geldanlagen/Swiss Sustainable Finance

3 Figure 2: Exclusions in Switzerland (in billion CHF) 3,000 2,500 2,000 1,500 1,000 1,917 2,573 2, Exclusions total Exclusions Investment Funds & Mandates

4 191.9 Figure 3: Investment Funds, Mandates and Structured Products Fonds Mandates Produits structurés Investissements géreé à l interne par détenteurs

5 Figure 4: Sustainable Investment Approaches per End of 2014 and 2015 (in billion CHF) Finanzdienstleister 2014 und 2015 im Vergleich (in Milliarden CHF) Exclusions Integration Norms-based Screening Engagement Voting Best-in-Class Sustainable Themes Impact Investment Gestionnaires d'actifs en 2014 Gestionnaires d'actifs en 2015 Détenteurs d'actifs en 2015

6 Figure 5: Share of different Asset Classes (2015 in per cent) in Schweiz 2015 (in Prozent) 4,5%2,9% 2,5% 2,2% 2,1% 6,o% 6,1% 50% 6,8% 18% Equity Corporate Bonds Real Estate/ Property Local/Municipal Bonds Sovereign Bonds Private Equity/ Venture Capital Monetary/ Deposit Alternative/ Hedge Funds Supranationale Bonds Commodities Source: Daten: Forum Forum Nachhaltige Nachhaltige Geldanlagen, Geldanlagen Swiss Sustainable Finance

7 Figure 6: AuM Share of Different Asset Classes in Switzerland 2014 and 2015 (in billion CHF Equity Bonds Other Not attributatble

8 Figure 7: Institutional vs. Retail (in per cent) (in Prozent) 100% 80% 43% 50% 54% 59% 63% 75% 60% 40% 20% 57% 50% 46% 41% 37% 25% 0% Institutional Retail

9 Figure 8: Typology of SRI institutional Investors in Switzerland 2015 (in percent) 2% 1% 0% 6% 7% 12% 21% 51% Insurance Companies & Mutuals Public Pension Funds or Reserve Funds Corporate Pension Funds & Investment Foundations Others Endowments & Foundations Religious Institutions & Charities Public Authorities & Governments Universities & other Academic Institutions

10 Figure 9: Typology of SRI institutional Investors in Switzerland 2014 (in percent) 2% 2% 1% 0% 9% 12% 21% 53% Corporate Pension Funds & Investment Foundations Religious Institutions & Charities Public Pension Funds or Reserve Funds Endowments & Foundations Public Authorities & Governments Insurance Companies & Mutuals Others Universities & other Academic Institutions Source: Forum Nachhaltige Geldanlagen

11 Figure 10: Key Drivers for the climate protection strategy by financial financial actors in Switzerland in der Schweiz 1. Risk management (Stranded Assets/ Carbon Bubble) 2. Responsibility for future generations 3. Reputation management

12 Table 1: Sustainable Investments in Switzerland 2014 and 2015 (in billion CHF EUR) Year Change Funds 34,9 40,3 16% Mandates 36,2 96,2 165% Structured Products 0,1 0,2 53% Self managed Assets - 55,2 Total 71,2 191,9 169%

13 Table 2: The three most common ESG commitment Topics 2015 in Switzerland Corporate governance Climate change (risks, GHG emission disclosure, targets, strategy, measures) Business ethics

14 Table 3: Top Ten Exclusion Criteria (bn CHF) Nuclear Energy Violation of Human Rights Violation of Labour Rights Corruption and Bribery Ecological destruction Weapons (Production and Trade) Tobacco Genetic Engineering Pornography Gambling 100,0 93,0 65,1 62,9 61,7 59,7 56,6 49,6 46,8 21,8

15 Table 4: Top Five Exclusion Criteria for States (bn CHF) Violations of Arms Proliferation Treaties Corruption Corruption Death Penalty Non-Ratification of Environmental Conventions 7,8 7,6 7,1 6,8 3,3

16 Table 5: Key drivers for the SRI strategy Looking for stable long-term return Responsibility to client/fiduciary duty Risk management

17 Table 6: Main deterrents for the SRI strategy Performance concerns Lack of viable products/options Lack of qualified advice/expertise

18 Table 7: Key Drivers for Demand in SRI Demand from institutional investors Legislative External pressure (NGOs, media, trade unions) Demand from retail investors Notion of fiduciary duty International initiatives (UN PRI etc.) Materiality