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ESG资金退潮,欧洲首次出现净流出
日经中文网· 2025-06-27 03:17
Core Insights - The European ESG funds experienced a net outflow of over $1.2 billion in the first quarter of 2025, marking the first quarterly net outflow since tracking began in 2018 [1][2] - Globally, the total net outflow exceeded $8.6 billion, reaching a historic high, contrasting sharply with the previous quarter's net inflow of $18.1 billion [2] - The shift in investment trends is influenced by the anti-ESG policies of the Trump administration, which have slowed down decarbonization investments worldwide [1][3] Group 1: European ESG Fund Trends - The UK asset management firm Impax Asset Management lost £8.7 billion in assets in the first quarter of 2025, a nearly 30% reduction within three months [2] - ESG funds select investments based on companies' efforts to address climate change and human rights issues, with Europe accounting for 84% of the global ESG fund assets totaling $3.16 trillion [2] - The establishment of new ESG funds has also declined, with only 54 new funds created globally in the first quarter of 2025, a 50% decrease compared to the previous quarter [3] Group 2: Policy and Market Impact - The Trump administration's policies are seen as a factor in reducing the priority of environmental initiatives, with companies like ArcelorMittal postponing decarbonization plans [3] - The European Commission announced in February 2025 a plan to ease the burden of environmental disclosures for companies, which has faced opposition due to its contradiction with ESG promotion [3] - Concerns are rising that the outflow of investment funds from ESG initiatives could impact international climate change policies outlined in the Paris Agreement [4]