Global responsible investment trends

Abstract

The article finds out that the increase in responsible investment (RI) at the global level has been on the rise over the last decade. Despite periodic local price bubbles and systemic global financial crises, the development of RI is not slowing down, but rather accelerating. Based on this, the article reveals the global trends of responsible investing. It is determined that the volume of RI's assets in comparison with the total assets in the management of investment managers is constantly growing from 18,3 % in Japan to 63,2 % in Australia and New Zealand. Europe is the leading region in terms of RI volumes and share in total RI volumes. At the same time, other regions with smaller volumes of RI and lower market shares show higher growth rates of these indicators, which does not exclude the global redistribution of the RI market in the future. In the regional context, Europe and the United States dominate in comparison with other regions in terms of shares of RI's assets in total, with Japan having the highest growth rates of this market share. Among the instruments of placement of RI at the global level, there are two types – stocks and bonds, including green. It is noted that the key investors in the global RI markets are institutional, the segment of retail investors is one-fifth of the volume of RI, but its share is gradually increasing. Thus, the analysis of RI at the global level in terms of dynamics, the ratio of traditional assets, regional, instrumental structure and investor structure showed a growing trend and expansion of investment processes, taking into account the ESG criteria.

Keywords

• responsible investment
• assets
• strateg
• portfolio management
• international investment
• investment