TABLE OF CONTENTS
THE SOCIALLY RESPONSIBLE INVESTMENT TREND
- Introduction
- Definition and concept
- Background and drivers
- Product and service developments in the institutional marketplace
- Recognition in the professional and investment community
- Development of key facilitator services
- Government regulation and NGO pressures have raised SRI visbility
- Public interest and awareness
- Size of the SRI fund market
- SRI fund market has grown rapidly since the mid 90s
- Assets under management in SRI funds have not escaped market difficulties
- The UK is by the far the largest market for SRI funds in Europe
- Future expectations for the SRI market
- The SRI market is set to grow strongly
- The next few years will be key to establishing SRI's position and reputation
- Could SRI become a generalist concept?
- There are some potential barriers to development
SRI IN THE WEALTH MANAGEMENT MARKETPLACE
- Application of SRI to wealth managers
- High equity ownership makes HNWs a good target for SRI
- Is there a link between increasing wealth and social responsibility?
- HNW SRI will remain a niche until the right proposition is found
- The role of sustainability research and rating companies
- Research and rating companies have the potential to play a key role
- Research partners must be adaptable and consistent with investing needs
- Shakeout in the number of SRI research companies will occur
- Wealth manager case studies
- Sustainable Asset Management
- SAM has developed core competences in SRI
- Service and relationship management are also central to the offering.
- Substantial potential both on its own or in partnerships
- Puilaetco
- A partnership with Triodos bank is the basis for the ethical investment service
- Triodos handles ethical selection while Puilaetco deals with financial selection
- Puilaetco has an opportunity to do more with its servcie
- Dexia Private Banking
- Dexia Asset Management provides the private bank with strong SRI capabilties
- Dexia Private Bank should exploit its SRI capabilities to boost its market share
STRATEGIC APPROACH
- The decision to incorporate SRI
- Image and reputation
- Client satisfaction and loyalty
- Investment performance
- Revenues, costs and pricing
- Strategic options
- Key considerations and actions
- SRI Experimenter
- SRI Partner-Seeker
- SRI Embracer
- Conclusion
APPENDIX
- Research methodology
- Definitions
- Socially Responsible Investment (SRI) funds
- Further reading
- Datamonitor Global Wealth Service SPP: Reports
- Datamonitor Global Wealth Service SPP: Insight Reports
- Datamonitor Global Wealth Service SPP: Competitor Tracking
- Related Datamonitor Savings Investments SPP Reports
- Datamonitor's Global Wealth Model
- Datamonitor Financial Services Consulting
- SPP writing team
- List of Tables
- Table 1: Number of SRI funds in Europe, December 1984- June 2003
- Table 2: Assets under management in SRI funds by domicile, December 1999 - June 2003
- Table 3: A selection of European SRI research organizations
- Table 4: Wealth markets that have been modeled using the Global Wealth Model
- List of Figures
- Figure 1: Key drivers behind the uptake of socially responsible investments by private clients
- Figure 2: Sustainable companies' share price performance has also struggled in recent years, Q4 1999 to Q4 2003
- Figure 3: Growth in the number of SRI funds has continued despite the market downturn, End 1984- June 2003
- Figure 4: SRI assets under management have suffered in the market downturn, Dec 1999- June 2003
- Figure 5: HNW SRI is set to grow as the SRI concept expands ethical issues to all aspects of investors' lifecycles and an ethically conscious generation accumulates and consolidates its wealth
- Figure 6: Quality of implementation will the key determinant of the marginal rewards/costs for introducing an SRI offering
- Figure 7: The ability to combine the relevant information and work within an SRI framework will be the key differentiator
- Figure 8: Strategic options for incorporating SRI into the wealth management proposition
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