Responsible Investor

private equity investment. In the broader survey, fund managers said the most important sustainability theme likely to emerge over the next few years is sustainability in emerging markets – notably in infrastructure and energy assets. It said respondents seemed “convinced that the combination of investment opportunities and the huge sustainable development issues offer promising products for investors.” The second most important theme is new materials/recycling. The third is sustainable commodities (timber and second generation biofuels) with microfinance in fourth and healthy living in fifth. Asked to name the biggest future challenges for the growth of sustainable investment, the fund managers

said the most significant was exaggerated investor expectations with regards to risk-adjusted returns. Second, they said was the limited investment universe and risk of bubble building. Third, they said, was the risk of investors being deluded by low quality concepts and products brought to market by opportunistic fund managers, The final challenge, they said was the need to propose new, innovative themes, and back them up with know-how and capacity.
The surveys were part sponsored by Bank Sarasin, Ethos, SAM, Swiscanto, UBS, Vontobel and Zürcher Kantonalbank.
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