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INSIGHTS
Global perspectives on investing in the low-carbon transition
Find out institutional investors’ needs and preferences related to investing in the low-carbon transition. 200 institutional investors globally have shared their insights and perspectives, helping us to identify four key themes which we explore in the report.
A diverse set of client perspectives from across the globe
The transition to a low-carbon economy is among a handful of major structural shifts that we see rewiring economies, sectors, and businesses.
To help inform the choices BlackRock offers our clients, in June 2023 we commissioned iResearch Services,1 an independent third-party research consultancy, to conduct a market survey on our behalf.
Regional breakdown for 200 respondents
The survey polled 200 institutions around the globe. Their sizes and geographies varied widely.1
Four key themes emerged
The results offered a lens into how institutional investors globally are thinking about investing in the low-carbon transition.
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Low-carbon transition as an investment priority
56% of investors who took this survey indicated that they plan to increase transition allocations in the next 1-3 years, and 46% said navigating the transition is their most important investment priority in the next 1-3 years.
Q | How important is the transition to a low-carbon economy in creating opportunities and risks for your portfolio?
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A mix of approaches
Globally, the majority - 56% - of respondents indicated a preference for a whole portfolio approach to transition investing, while 41% expressed a preference for an asset-class-by-asset-class approach.
Q | If you're planning to increase your allocation to transition strategies, is the increase at an asset class level or on a whole portfolio basis?2
Whole portfolio, fixed income, KPIs3, and performance
Respondents expressed that there are some product offering gaps (e.g., whole portfolio approach, emerging markets, fixed income), as well as other challenges with transition allocations (e.g., tracking KPIs).
Q | Where do you wish to see more transition and sustainable investing products available?4
Managers' research and deal access are key
When it comes to selecting a transition partner, institutional investors are looking for an asset manager with strong research capabilities, access to proprietary deals, and performance track record.
Q | What are the most important considerations when selecting your transition investing manager? Please rank up to 3 responses.5
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For additional survey results, please download the key insights, available below.
Clients are increasingly asking BlackRock how to mitigate risks to their portfolios, and capture investment opportunities associated with climate and the low-carbon transition. As a fiduciary, we invest on our clients’ behalf to help them meet their investment objectives. Our investment approach is informed by three principals: we provide choice, we seek the best risk-adjusted returns with the mandates clients give us and we underpin our work with research, data and analytics.
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1 BlackRock iResearch Services global survey, sample size n=200, May-June 2023. Survey covered institutional investors’ attitudes, approaches, barriers and opportunities regarding transition investing. iResearch Services polled 200 institutional investors globally with the goal of providing a representative sample across regions and organization types. Survey responses have not been edited and solely represent the opinions of the respondents at the time of the survey.
2 For respondents who indicated that they planned to increase asset allocations to transition investing over the next 1-3 years.
3 Key Performance Indicators.
4 Respondents could select multiple options.
5 Respondents could select up to 3 responses.
Survey methodology
The Global Transition Investing survey was conducted in June 2023. All respondents in this survey were institutional investors sourced by an independent third-party research consultancy. Respondents were asked to answer questions about the transition to a low-carbon economy, including their approach to portfolio allocations for the transition, portfolio transition objectives, and which qualities are important when selecting a transition asset manager. Respondents were also asked to respond to their level of responsibility for making investment decisions across the organization’s portfolio. Further questions related to organization type, size, and location were included in order to gather insight about respondent demographics.
Any opinions expressed reflect our survey results as of June 2023. They are not intended to be a forecast of future events or a guarantee of future results. There is no guarantee that any forecasts made will come to pass.
Numbers or percentages may not add up to 100 due to rounding.
Sample size is 200 global respondents throughout unless indicated otherwise. This includes 100 respondents in Europe, 40 respondents in Asia Pacific, and 60 in North America (Canada and the United States).
This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer orsolicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation,purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks.
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