Schroders Global Investor Study 2022

‘Expert’ investors more empowered to prioritise their values and principles



Authors: Funds Society, Madrid

  1. The results show that investors who class themselves as being ‘expert’ are more focused on the role that their principles and values can play in their investment decisions
  2. Some 82% of ‘expert/advanced’ investors feel they have sufficient knowledge to feel confident in making investment decisions for their financial future, while only a quarter (26%) of ‘beginner/rudimentary’ investors’ feel knowledgeable enough to do so
  3. Climate issues are seen as the most important engagement priorities in all but three countries – Mexico, South Korea, and Belgium – all of whom instead ranked issues of natural capital and biodiversity as the most crucial, demonstrating the significance of environment-related issues