- Individual investors globally continue to be interested in
sustainable investing (77%), with 54% planning to increase
sustainable investments in the next year
- Developments over the last 12 months driving interest in
sustainable investing include new climate science and financial
performance
- More than three quarters of surveyed individuals (77%) say that
companies should address environmental and social issues
- 51% of those surveyed would consider investing in traditional
energy companies with robust transition plans
Individual investor interest in sustainable investing is high
and rising, according to a new “Sustainable Signals” report by the
Morgan Stanley Institute for Sustainable Investing and Morgan
Stanley Wealth Management. The survey polled 2,820 active
individual investors across the U.S., Europe and Japan to assess
interest in sustainability and understand where investors see the
most opportunity and potential risk.
“Nearly 80% of individual investors believe that it is possible
to balance market rate financial returns with a focus on
sustainability,” says Jessica Alsford, Morgan Stanley’s Chief
Sustainability Officer and CEO of the Institute for Sustainable
Investing. “A majority of individual investors also express a
desire for their investments to advance positive environmental and
social impact, creating opportunities for finance professionals to
meet these needs.”
According to the survey, more than three quarters (77%) of
individual investors globally are interested in investing in
companies or funds that aim to achieve market-rate financial
returns while considering positive social and/or environmental
impact. In addition, more than half (57%) say their interest has
increased in the last two years, while 54% say they anticipate
boosting allocations to sustainable investments in the next
year.
Other notable survey findings include:
- Climate Action as a Key Investment Issue – When asked to
pick their top sustainable investing theme, 15% of investors
selected climate action, followed by healthcare (13%), water
solutions (11%) and circular economy (11%).
- Traditional Energy Companies Still an Investment Option
– When making a new investment, nearly 80% of individual investors
consider a company’s reporting on its carbon footprint and
commitment to reduce greenhouse gas emissions. However, traditional
energy companies are not out of scope. 51% would consider investing
in traditional energy companies as long as robust plans to reduce
emissions and address climate change are in place.
- Concerns Holding Investors Back – Survey respondents
cite a lack of transparency and trust in sustainability reporting
(63%) and the potential for greenwashing (61%) as concerns that
prevent them from making sustainable investments. They also express
an interest in investing in social themes but uncertainty around
where to begin.
The report concludes that investors could benefit from the
guidance of investment professionals. More than half (52%) of
respondents self-report limited knowledge about how to start
investing sustainably, with 47% saying there is a lack of financial
products available. These findings indicate increased opportunity
for asset managers and investment platforms to help investors meet
their sustainability goals; 58% of global investors would be likely
to select a financial advisor or investment platform based on
sustainable investment offerings.
The Sustainable Signals series was launched in 2015 and measures
the views of individual investors, institutional investors and
corporates on sustainable investing.
View the full results of the Sustainable Signals survey
here.
About Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services
firm providing a wide range of investment banking, securities,
wealth management and investment management services. With offices
in 42 countries, the Firm’s employees serve clients worldwide
including corporations, governments, institutions and individuals.
For further information about Morgan Stanley, please visit
www.morganstanley.com.
About Morgan Stanley Institute for Sustainable
Investing
The Morgan Stanley Institute for Sustainable Investing (The
Institute) builds scalable finance solutions that seek to deliver
competitive financial returns while driving positive environmental
and social impact. The Institute creates innovative financial
products, thoughtful insights and capacity building programs that
help maximize capital to create a more sustainable future. For more
information about the Morgan Stanley Institute for Sustainable
Investing, visit www.morganstanley.com/sustainableinvesting.
Disclosures:
This material was published in January 2024 and has been
prepared for informational purposes only and is not a solicitation
of any offer to buy or sell any security or other financial
instrument or to participate in any trading strategy. This material
was not prepared by the Morgan Stanley Research Department and is
not a Research Report as defined under FINRA regulations. This
material does not provide individually tailored investment advice.
It has been prepared without regard to the individual financial
circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. LLC
(collectively, “Morgan Stanley”), Members SIPC, recommend that
recipients should determine, in consultation with their own
investment, legal, tax, regulatory and accounting advisors, the
economic risks and merits, as well as the legal, tax, regulatory
and accounting characteristics and consequences, of the transaction
or strategy referenced in any materials. The appropriateness of a
particular investment or strategy will depend on an investor’s
individual circumstances and objectives. Morgan Stanley, its
affiliates, employees and Morgan Stanley Financial Advisors do not
provide tax, accounting or legal advice. Individuals should consult
their tax advisor for matters involving taxation and tax planning,
and their attorney for matters involving legal matters.
Past performance is not a guarantee or indicative of future
performance. Historical data shown represents past performance and
does not guarantee comparable future results.
Certain statements herein may be “forward-looking statements”
within the meaning of the safe harbor provisions of the Private
Securities Litigation Reform Act of 1995. These statements are not
historical facts or statements of current conditions, but instead
are based on management’s current expectations and are subject to
uncertainty and changes in circumstances. These statements are not
guarantees of future results or occurrences and involve certain
known and unknown risks, uncertainties and assumptions that are
difficult to predict and are often beyond our control. In addition,
this report contains statements based on hypothetical scenarios and
assumptions, which may not occur or differ significantly from
actual events, and these statements should not necessarily be
viewed as being representative of current or actual risk or
forecasts of expected risk. Actual results and financial conditions
may differ materially from those included in these statements due
to a variety of factors.
Any forward-looking statements made by or on behalf of Morgan
Stanley speak only as to the date they are made, and Morgan Stanley
does not undertake to update forward-looking statements to reflect
the impact of circumstances or events that arise after the date the
forward-looking statements were made. Because of their narrow
focus, sector investments tend to be more volatile than investments
that diversify across many sectors and companies.
Certain portfolios may include investment holdings deemed
Environmental, Social and Governance (“ESG”) investments. For
reference, environmental (“E”) factors can include, but are not
limited to, climate change, pollution, waste, and how an issuer
protects and/or conserves natural resources. Social (“S”) factors
can include, but not are not limited to, how an issuer manages its
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ESG investments may also be referred to as sustainable
investments, impact aware investments, socially responsible
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subject companies and/or securities that vary among the providers.
This is due to a current lack of consistent global reporting and
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assessment of an issuer’s ESG practices can change over time.
Portfolios that include investment holdings deemed ESG
investments or that employ ESG screening criteria as part of an
overall strategy may experience performance that is lower or higher
than a portfolio not employing such practices. Portfolios with ESG
restrictions and strategies as well as ESG investments may not be
able to take advantage of the same opportunities or market trends
as portfolios where ESG criteria is not applied. There is no
assurance that an ESG investing strategy or techniques employed
will be successful. Past performance is not a guarantee or a
dependable measure of future results. For risks related to a
specific fund, please refer to the fund’s prospectus or summary
prospectus.
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Barney LLC. Members SIPC. All rights reserved.
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Media Relations: Carrie Hall Carrie.Hall@morganstanley.com
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