20家公募已加入PRI 国内ESG投资继续深入

Core Viewpoint - The increasing adoption of the Principles for Responsible Investment (PRI) by mainland institutions reflects a growing commitment to ESG (Environmental, Social, and Governance) investment, with 101 institutions having signed the PRI as of the report date, including 20 public fund managers [1][2]. Group 1: Adoption of PRI - The PRI, established in 2006 by UNEP FI and the UN Global Compact, has gained significant influence in China as the concepts of carbon peak and carbon neutrality become more prevalent [2]. - As of June 10, 2022, 101 mainland institutions have signed the PRI, with 74 being investment management institutions, including 20 public fund managers [2]. - Among the 18 social security fund managers in China, 13 have joined the PRI, and 15 out of 21 basic pension investment management institutions have also signed [2]. Group 2: Motivations for Joining PRI - Public fund managers are motivated to join the PRI to meet existing or potential demands from overseas clients, enhance brand and competitive advantage, prepare for future market and regulatory changes, and engage in responsible investment development through the PRI platform [2][3]. - The six principles of PRI guide institutions in integrating ESG issues into investment analysis and decision-making, becoming active owners, and promoting the acceptance and implementation of PRI principles within the investment industry [3]. Group 3: ESG Investment Strategies - Institutions like Southern Fund and GF Fund emphasize the importance of ESG performance in investment portfolios, stating that poor ESG performance can lead to significant risk exposure [4]. - Southern Fund has integrated ESG factors into its investment process since joining PRI in 2018, aiming to align ESG practices with Chinese investment logic [4][6]. - GF Fund has established an ESG investment leadership group and developed a foundational evaluation system and screening criteria for ESG investments, with a total ESG fund scale reaching 29.3 billion yuan by the end of Q1 2022 [7]. Group 4: Product Innovation and Development - The adoption of PRI has led to frequent actions by institutions to enhance their ESG investment systems and processes, resulting in innovative product offerings [6]. - Southern Fund has developed a comprehensive ESG investment system that integrates ESG factors across various asset classes, achieving a total scale of green investments of 232.13 billion yuan by the end of 2021, a 129% increase from the beginning of the year [6]. - GF Fund is actively promoting the integration of ESG investment with various investment strategies, including index-based and active quantitative approaches [7].