Investment Industry Development Direction
The CFA Institute Research and Policy Center released an investment industry development report analyzing possible scenarios over the next ten years.
This report interviewed more than 3,000 CFA Institute members about their views on the investment industry and summarized several potential development trends, including sustainable finance and climate investment.
CFA Institute’s Perspective on Sustainable Finance
CFA Institute believes that sustainable financial will become a key development goal in various jurisdictions in the future, and most investors also support its inclusion in investment portfolios. Although the debate on ESG and sustainability continues in many regions, stakeholders such as shareholders, customers, and regulators have begun to pay attention to this new trend.
In the development of sustainable finance, climate issues will become the core content. The Task Force on Climate-Related Financial Disclosures (TCFD) and the International Sustainability Standards Board (ISSB) have issued relevant documents to standardize climate disclosures. At the same time, many asset management companies have made net zero commitments and actively influenced the actions of investee companies.
79% of the respondents believe that the current investment industry has had a positive impact on the outside world, and 77% believe that the development of sustainable finance will continue to expand its scope of influence in the future. 33% believe that the scenario of halving carbon emission data by 2030 can be realized, and 35% believe that the scenario of carbon emission reaching net zero by 2050 can be realized.