Pension plans embracing ESG demand new investment approach

Appetite for responsible investment themes remains strong among pension plans wanting to capture the transition opportunities towards a more sustainable future.

Pension plans embracing ESG demand new investment approach

  • A majority of pension plans interviewed in the Amundi-CREATE Research survey are implementing ESG factors in their portfolios, with the majority expecting to increase their share over the next three years.
  • Asset managers are having to adapt to the growing demand, with pension plans requiring greater transparency and accountability, stronger alignment with core ESG values, and more active engagement.
  • Equities remain the preferred means to access this space, but demand for green and social bonds and alternative assets is rising. Developed market companies lead the way, but the gap with emerging ones will narrow.

More than four in five pension plans interviewed in the latest Amundi-CREATE Research institutional survey are implementing ESG factors in their portfolios. Almost seven out of ten plans have also embraced a net zero goal or are in the process of doing so. These findings underscore the growing importance of ESG considerations in retirement strategies.

You can now read the full whitepaper at the link below