Asian equity investors need a well-tested process to identify those businesses embracing sustainability while also positioning for growth from the region’s emerging, long-term structural shifts, says Schroders’ Stephen Kam. In this Beyond Profit series, Schroders explores “sustainability” in various aspects.
Local knowledge in the region’s diverse real estate markets will enable investors to pivot between defensive and offensive strategies to tap opportunities despite uncertainty, says Andrew Moore, head of real estate, Asia Pacific, Schroders Capital.
The long-term success of Asian sustainable bonds requires greater disclosure and impact measurement. Angus Hui of Schroders shares how effectively quantifying sustainability will take the asset class to the next level.
Although sustainable funds have seen increasing inflows amid growing environmental awareness and the spotlight on social issues due to Covid-19, the industry still lacks a standard definition of sustainable investing. Nicholette MacDonald-Brown, head of European blend equities at Schroders, explains the firm’s three-pronged approach of people, process and purpose.
Institutional investors still believe private asset investing comes with extra challenges, but that the diversification and return benefits make it worth their while. A recent Schroders survey identifies notable increases in interest for real estate debt, infrastructure equity and insurance-linked securities.
Private assets continue to attract capital as investors seek better returns. While private markets can continue to deliver, they will increasingly rely on hard-to-access areas and specialist skills, says Georg Wunderlin, global head of private assets at Schroders.