Workflow
全球高净值投资者加速布局转型投资 中国内地市场引领低碳经济热潮

Core Insights - The report reveals a significant trend where high-net-worth investors globally are increasingly embracing transition investments, with 87% of respondents willing to invest in companies focused on reducing carbon emissions, surpassing the 83% for sustainable investments [1] - There is a notable shift in market preference, as 59% of investors express strong interest in transition investments, which is 10 percentage points higher than the interest in sustainable investments [1] Transition Investments as a Mainstream Choice - Transition investments aim to support the shift towards a low-carbon economy, including investments in high-carbon industries like shipping, agriculture, and steel, provided these companies have credible decarbonization plans [1] - The report indicates that transition investments are gaining widespread recognition across major global markets, with over 80% acceptance in all surveyed markets, particularly high in India (93%), Malaysia (91%), and Singapore (91%) [2] - In mainland China, 84% of investors have a positive attitude towards transition investments, with current sustainable investment allocation at 26%, expected to rise to 38% [2] Interest from Women and Younger Demographics - The report highlights that women and younger investors are key drivers of transition investment growth, with 77% of female investors showing interest compared to 56% of male investors [3] - Among the younger demographic (ages 25-39), 66% express a positive attitude towards transition investments, reflecting a stronger inclination to align values with wealth growth [3] - There exists a significant knowledge gap, as only 15% of investors can accurately define transition investments without prompts, indicating that the concept is still in its early stages [3] Risks and Opportunities - Achieving effective transition requires substantial financing, with over $125 trillion needed in key sectors to meet the International Energy Agency's 2050 net-zero emissions scenario, where private investors are expected to contribute 70% [4] - Over 30% of investors currently allocate funds to high-emission sectors such as real estate (34%), oil and gas (32%), and automotive manufacturing (31%) [5] - Despite strong interest, challenges remain, including perceived high risks (50%), lack of benchmarks (46%), potential low returns (44%), and concerns about "greenwashing" (42%) [5]