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羅兵鹹永道料2026年全球資產管理公司ESG資產管理規模增至33.9萬億美元
阿思達克 10-13 12:16
羅兵鹹永道預計,在2026年,全球資產管理公司的環境、社會和企業管治(ESG)相關資產管理規模(AuM)將從2021年的18.4萬億美元增加到33.9萬億美元。羅兵鹹永道預料複合年增長率(CAGR)爲12.9%,ESG資產有望在不到五年的時間內佔全球資產管理規模總額的21.5%。在亞太地區,受訪的資產管理公司中有80%計劃在未來24個月內增加與ESG相關的管理資產規模。 根據羅兵鹹永道的2022年羅兵鹹永道資產和財富管理演變進程報告,資產和財富管理行業正發生巨大而持續的轉變。ESG資產管理規模的增長速度將遠高於整體資產和財富管理市場的整體增速。亞太地區的ESG資產管理規模的增長速度最快,預計至2026年將達到3.3萬億美元,實現超過三倍的增長。ESG產品在非洲、中東以及拉丁美洲的市場佔有率正在增加,佔250億美元的資產管理規模。 亞太地區受訪的資產管理公司指出,關於財務和ESG績效會否互相沖突,超過90%認爲將ESG納入其投資策略將提高整體回報。此外,逾6成亞太地區機構投資者認爲與非ESG投資相比,ESG投資已經帶來了更高的績效收益率。監於獲得更高回報率的前景,72%受訪的亞太地區投資者願意爲ESG績效付出,他們表示願意爲ESG基金支付更高的費用,當中接近67%的人願意多支付21至40個基點。全球57%的資產管理公司正在考慮收取基於ESG的業績表現費,而亞太地區則爲64%,其中56%的人認爲收取費用的可接受範圍介乎3至5%。 雖然將ESG列爲優先事項與資產管理公司爲投資者作出最大化財務回報的受託責任之間可能有所衝突,但72%的亞太地區投資者現在認爲ESG屬於受託責任的一部分。72%的亞太地區和全球的受訪者表示,他們在投資組合層面爲其資產管理公司設立了與ESG相關的目標,但權衡其凌駕於財務回報的程度則因人而異。 隨着對ESG投資產品的需求快速增長,32%的亞太地區的投資者表示他們很難找到具吸引力且足夠的ESG投資機會。受訪的亞太地區機構投資者中有80%認爲資產管理公司應更加積極主動地開發新的ESG產品。複雜和不一致的監管阻礙了ESG的發展,ESG產品亦需要更可靠、更高透明度的數據。亞太地區資產管理公司強調的ESG增長的主要障礙是政策和/或法規以及對漂綠指控的擔憂。與此同時,近一半受訪的亞太地區資產管理公司表示,缺乏可靠數據也是ESG增長的障礙,適當的ESG定量和定性數據以及數據可靠性被認爲是採用ESG的最大障礙。(sl/~
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