2024年全球ESG展望报告

ESG Market Trends - ESG assets are projected to exceed $40 trillion by 2030, despite a 70$5 trillion by 2030, driven by green loans[9] Investor and Corporate Sentiment - 85% of investors and executives plan to increase ESG investments, though geopolitical concerns may delay these plans[3] - 60% of investors believe companies should be held accountable for carbon emissions[3] - 85% of investors support ESG initiatives, viewing them as beneficial for returns and portfolio resilience[2] ESG Fund and ETF Developments - ESG ETF inflows in Europe remained strong in 2023, while the Americas saw outflows of $4 billion[15] - The U.S. ESG ETF market faces concentration risks, with 31% of assets held by 11 major investors[17] - Japan's ESG ETF inflows surged by 38% in 2023, driven by a single fund[18] Regulatory and Governance Impacts - The EU's Sustainable Finance Disclosure Regulation (SFDR) may undergo significant revisions post-2024 elections[26] - The U.S. SEC's climate disclosure rules face uncertainty, potentially delaying ESG fund regulations until 2025 or later[31] - Japan's Financial Services Agency (FSA) may tighten ESG fund transparency requirements in 2024[33] Climate and Industry Opportunities - Catastrophe bonds and clean utilities are expected to benefit from climate-related price surges in 2024[62] - M&A activity in alternative energy has risen, with deals accounting for 2.3% of total volume in 2023[65] - Companies are projected to reduce operational emissions by 20% by 2030, but this falls short of IEA targets[66]