亚洲可持续发展_2026 年资产所有者视角-Asia Sustainability-Asset Owners’ Perspectives for 2026

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the Asia Pacific (APAC) region, specifically regarding sustainable investing trends among asset owners and managers as of 2026 [2][11]. Core Insights 1. Commitment to Sustainable Investing: - 85% of APAC asset owners expect sustainable fund AUM to rise over the next two years, an increase from 80% in the previous year, indicating growing confidence in sustainable investment performance [3][14]. - In contrast, only 72% of APAC asset managers expect sustainable AUM growth, down from 88%, reflecting a divergence in outlook between asset owners and managers [3][14]. 2. Importance of Sustainability in Manager Relationships: - Nearly 90% of APAC asset owners require external managers to have a sustainable investing policy or strategy [4][15]. - 39% of asset owners view sustainable offerings as a key differentiator in selecting or retaining asset managers [4][15]. 3. Focus on Climate Risk and Adaptation: - Climate adaptation and resilience are emerging as critical areas, with 50% of investors incorporating climate resilience into long-term infrastructure and real estate decisions [5][16]. - 50% of asset owners and managers plan to prioritize investments in water infrastructure over the next 1-3 years, followed by data & analytics tools (46%) and cooling/urban heat resilience (44%) [18][31]. 4. Barriers to Sustainable Investing: - Key barriers include regulatory uncertainty, lack of common market language, and insufficient data or risk models [18][36]. - Concerns regarding data availability and the difficulty in communicating the financial value of sustainable investments are prevalent among APAC investors [19][41]. 5. Underappreciated Investment Priorities: - While renewable energy and energy efficiency are top priorities, areas such as climate adaptation and resilience, sustainable building materials, and inclusion policies are seen as underappreciated by APAC investors [19][44]. Additional Important Insights - The report highlights a growing divergence in expectations between asset owners and managers, which may shape the future of sustainable investing in the region [2][14]. - The thematic research supports asset managers in aligning with evolving asset owner expectations, particularly in climate adaptation and inclusion themes [6][11]. - The survey conducted involved 664 asset owners and 303 asset managers across North America, Europe, and Asia Pacific, providing a comprehensive view of the sustainable investing landscape [13][12]. This summary encapsulates the key findings and insights from the conference call, emphasizing the trends and challenges in sustainable investing within the APAC region.