2026 China Investor Climate Transition Report
The Asia Investor Group on Climate Change (AIGCC) releases 2026 China Investor Climate Transition Report, which aims to summarize the progress of Chinese investors in climate governance, investment, and information disclosure.
This report analyzes 28 influential institutional investors in China, including 12 asset owners and 16 asset managers, with a total asset management scale of RMB 11.56 trillion.
Related Post: Asia Investor Group on Climate Change Releases 2025 Climate Transition Report
China Investor Climate Transition Status
The report analyzes the progress of Chinese investors from three perspectives: climate governance, climate solution investment, and climate information disclosure
Climate Governance
In 2024, China released guidelines on financial support for green and low-carbon development, encouraging financial institutions to improve their climate governance capabilities and increase investment in green industries. With the development of regulatory policies and market practices, the proportion of investors using climate governance to monitor climate risks and opportunities is increasing. The report shows that 83% of asset owners and 94% of asset managers have recognized the importance of climate governance, and 75% of asset owners and 87% of asset managers have started relying on the board of directors to develop climate governance frameworks.
Climate Solution Investment
Climate solution investment is one of the fastest growing areas for institutional investors in China, with 75% of asset owners disclosing their investments in climate solutions, significantly more than asset managers (26%). The investment in climate solutions by asset owners has more than doubled in the past year, concentrating on areas such as renewable energy, clean technology, and power grid infrastructure. The proposal of the 2025 Green Finance Taxonomy provides standardized classification criteria, making climate investment clearer.
Climate Information Disclosure
In terms of the proportion of climate information disclosure that meets international standards, the proportion of asset owners has increased from 21% in 2024 to 50%, and the proportion of asset managers has increased from 56% to 69%. In terms of climate physics risk disclosure, the disclosure ratio of institutional investors has increased by 20 percentage points. With the improvement of the sustainable information disclosure framework, investors will receive higher quality information.
China Investor Climate Transition Challenges
In terms of net zero commitments and mid-term emission reduction targets, 33% of asset owners and 13% of asset managers have made disclosures, as investors prioritize investing funds in economic transition rather than setting decarbonization commitments at the investment portfolio level. In addition, in terms of engagement, 36% of asset owners and 44% of asset managers have released engagement reports, and 32% of investors have disclosed corporate communication cases, indicating that there is still room for improvement. With the release of regulatory guidelines on the participation of public funds in the governance of listed companies in 2025, investors will be more actively involved in the governance of listed companies and consider climate factors in communication.
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