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Schroders Annual Institutional Investor Study 2022: 770 Global Institutional Investors with $27.5 Trillion Assets Averaging $35.7 Billion

13th August 2022 | Hong Kong

Schroders, one of the world’s largest asset manager managing $939.2 billion assets, has released the Schroders Annual Institutional Investor Study 2022, providing investment perspectives of 770 global institutional investors with $27.5 trillion (Average $35.7 billion) assets on investment landscape, sustainability and private assets.  The Investor Study (March 2022) include respondents from corporate & public pension plans, insurance companies, official institutions, endowments & foundations.  Key findings from institutional investors: Key influence in the next 12 months (Rising inflation 78%, Rising interest Rates 75%, Geopolitical Uncertainty (73%), 13% of respondents expect returns of 9.1%, and Sustainability & Net Zero investment views & allocation.  View findings below | View Report 

“ 770 Global Institutional Investors with $27.5 Trillion Assets Averaging $35.7 Billion “

 


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Schroders Annual Institutional Investor Study 2022

1) 2022 Investment Outlook

Global institutional investors are seeing multiple risk factors on portfolio performance in the next 12 months, as the Ukraine crisis, rising inflation and the uncertainty triggered by the Covid-19 pandemic hits return expectations for the next 5 years. 

Respondents:

770 Global Institutional Investors, $27.5 Trillion Assets (Average $35.7 billion)

  • North America: 205 (27%)
  • UK, Europe & South Africa: 300 (39%)
  • APAC & Israel: 215 (28%)
  • Latin America: 50 (6%)

 

A) Key Influence on Investment Performance in next 12 months: 2022 (2021)

Schroders Key Influence on Investment Performance

Key Influence on Investment Performance in next 12 months: 2022 (2021)

  1. Rising Inflation: 78% (0%)
  2. Rising Interest Rates 75% (0%)
  3. Geopolitical Uncertainty: 73% (49%)
  4. Global Economic Slowdown: 68% (58%)
  5. Oil Prices: 58% (21%)
  6. Tapering of Monetary Policy: 56% (51%)
  7. Global Supply Chain Disruption: 53% (0%)
  8. Climate Change Risk: 31% (21%)
  9. Currency Risk: 29% (22%)
  10. Pandemics: 26% (61%)

 

Keith Wade, Schroders Chief Economist: 

“After many years of loose monetary policy, investor concerns are dominated by the rise in inflation and the policy response from central banks. Geopolitical risks have also risen in the wake of the Russian invasion of Ukraine adding further uncertainty to an outlook where an increasing and significant number expect a global economic slowdown.”

 

B) Expected Annual Returns for 5 Years (Net of Fees): Respondents (%)

Schroders Expected Annual Returns for 5 Years

Expected Annual Returns for 5 Years (Net of Fees): Respondents (%)

  • 9.1% & above: 13%
  • 6.1% to 9%: 29%
  • 4.1% to 6%: 28%
  • Up to 4%: 27%

 

Johanna Kyrklund, Schroders Group Chief Investment Officer & Co-Head of Investment: 

” Markets continue to be caught in the cross currents of concerns about rate increases and worries about recessionary risks. The Study found that investors’ allocations to equities have dipped, reflecting our own house positioning.”

 

C) Confidence to Achieve Expected Returns: 

Schroders Confidence to Achieve Expected Returns

Confidence to Achieve Expected Returns:

  • Global: 98%, 3%
  • North America: 94%, 4%
  • UK, Europe & South Africa: 97%, 3%
  • APAC & Israel: 99%, 1%
  • Latin America: 100%, 0%

Confident & Somewhat Confident, Not Confident
Data may not sum to 100% due to rounding

 

2) Sustainability

The global demand for energy transition investment opportunities and the importance of decarbonisation have been highlighted as key sustainability themes for global institutional investors

A) Preferred Approach to Sustainable Investments: 2022 (2021)

Schroders Preferred Approach to Sustainable Investments

Preferred Approach to Sustainable Investments: 2022 (2021)

  • ESG Integration into Investment Process: 75% (67%)
  • Positive Screening: 53% (58%)
  • Impact Investing: 48% (38%)
  • Active Company Engagement: 45% (45%)
  • Thematic Investing: 40% (48%)
  • Negative Screening: 39% (43%)

 

B) What will drive increase allocation to Sustainable Investments:

  • More quantitative evidence about financial considerations: 60%
  • New investment opportunities addressing energy transition: 59%
  • Clarity of different sustainable investment options: 51%
  • Push & clarity from regulators: 48%
  • Industry initiatives (Net Zero etc): 45%
  • Education on Sustainable Investing: 36%

 

C) Progress to Net Zero by Region:

Schroders Progress to Net Zero by Region

Progress to Net Zero by Region:

  • Global: 60% (40%)
  • North America: 40% (60%)
  • UK, Europe & South Africa: 64% (37%)
  • APAC & Israel: 71% (29%)
  • Latin America: 74% (26%)

Achieved Net Zero, Commit to Reach Net Zero by 2050, Committed to Reduce Emissions (Exploring but not committed, Not pathway or not considering)
Data may not sum to 100% due to rounding

 

D) Which topics are important for you:

  • Governance & Oversight: 64%
  • Human Rights: 62%
  • Climate: 61%
  • Human Capital Mgmt: 54%
  • Inclusion & Diversity: 49%
  • Natural Capital & Biodiversity: 45%

 

View: Schroders Annual Institutional Investor Study 2022




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