来源：全球财富管理论坛
安联投资首席执行官Tobias C． Pross参加全球财富管理论坛2021北京峰会并作主题发言时表示，从全球的ESG投资趋势来看，2020年是ESG投资真正意义上的转折点，投资者在投资决策中正式将可持续性纳入考量范围，这体现在2020年有更多的资金流向了可持续投资产品。从中国ESG投资趋势来看，虽然中国的煤炭产量和销量仍是世界第一，但自双碳目标提出之后，企业的低碳转型正付诸行动。同时，中国已经建立全国碳排放交易市场，这是全球最大的碳排放交易市场。而金融行业亦能发挥其优势，助力全球绿色复苏。例如资产配置方面，可以通过ESG纳入投资过程，引导资金投向低碳产业。此外，还可优化企业信息披露，更好的引导投资者投向有气候韧性、并已开始践行低碳业务的企业。
以下是主题发言全文。
在GAMF2021北京峰会上的发言
Tobias C． Pross
首先，我要感谢全球财富管理论坛组织今天的活动，并邀请我代表安联投资就大家非常重视的可持续发展主题进行发言。
全球ESG趋势
多年来人们一直将可持续投资挂在嘴边，我们认为在去年，我们许多人一直在等待的拐点终于到来了。投资者意识到在投资过程中对于可持续性的考量不仅不会损害业绩，而且有可能带来长期的增量回报。
首先可以从可持续投资产品的市场资金流向中看出对可持续投资态度的这种转变，这一资金流向在2020年达到了前所未有的量级。可以确定，出现这一转变归功于三个主要的长期趋势：客户需求，由于新一代人的价值转移；监管推动更有力、更集中；中国承诺到2060年实现碳中和，并设定了中期目标。
ESG在中国
在中国，不仅可持续性正处于拐点，中国经济也正处于拐点。尽管中国的煤炭需求和产量仍然是世界之最，但中国承诺到2060年实现碳中和，并且为实现这一宏伟目标作出了坚定的努力。
一是启动国家碳排放交易计划（该系统将创建世界上最大的碳市场），在2030年前达到排放峰值和2060年前实现碳中和或净零碳排放方面发挥关键作用。
二是中国是最大的太阳能电池板生产国，预计从2019年到2024年，中国将占全球可再生能源产能增量的40%。
三是近年来，中国电动汽车和可再生能源行业迅速崛起，显示出气候政策推动投资和增长的潜力。
虽然这些数字已经令人印象深刻，但这一转型过程并不止于能源和制造业。每个行业都需要改变，以实现净零碳排放。我们认为，金融行业可以通过资本配置发挥同样重要的作用，通过将环境、社会和公司治理（ESG）因素纳入投资过程，为向低碳商业模式过渡提供资金。
中国在这方面的监管努力是有意义的，中国作出的承诺将推动投资和企业行动。最重要的是要有一个明确的政策方向，并结合强化的公司报告机制，帮助投资者有效地将资金导向那些在气候变化方面有弹性并正在向低碳商业模式过渡的公司。
从客户的角度来看，可持续投资正迅速攀升至投资行业的热门话题行列。中国的公共养老金和主权财富基金越来越关注可持续投资解决方案，在零售领域，随着时间的推移，中国中产阶级的增长正在并将把投资需求转向ESG产品。
安联投资在中国
近年来，中国本土资产管理公司在可持续发展方面取得了巨大成就。ESG相关基金的数量正在大幅增加，我们非常高兴看到中国领先的资产管理公司开始：参与ESG/负责任投资相关组织，如UNPRI；建立专门的ESG研究/投资团队；更加重视内部的ESG治理结构，如建立ESG委员会、政策和流程等。
安联投资积极投身于中国金融市场。我们致力于通过探索包括中国境内公募基金管理业务在内的新机遇，并通过其来开拓可持续投资领域。我们致力于通过投资知识、教育和支持中国和海外ESG标准的统一，为可持续投资市场的发展作出贡献，最终促进增长。
由于可持续发展在很大程度上与“说话算数”有关，我们对母公司安联保险致力于实现更可持续的未来感到无比自豪，我们与集团100%保持一致，甚至可以说可持续发展已经融入了我们集团的基因。
安联保险和安联投资都是净零排放资产所有者/资产管理人倡议的成员，旨在实现巴黎协定的目标。
作为这一承诺的参与者，我们将开发针对气候变化的创新解决方案，并已经推出了第一种方案，即“有成果的气候参与”（即我们积极接洽投资组合中的碳排放大户）。
我们在就可持续金融议题向监管机构提供建议方面有着良好的记录。例如，安联投资是中国保险资产管理业协会养老金委员会的高级顾问，我们就养老金投资的ESG整合和其他主题提供建议（安联保险是中国保险资产管理业协会国际专家咨询委员会的联合主席）。
安联投资有20多年的可持续投资经验，自推出第一个全球社会责任投资策略以来，我们不断创新和发展我们的方法，同时忠实于我们真正的主动管理人的身份，我们认为这是引导公司走向净零未来的理想选择，通过在可持续主题上与他们积极互动并帮助他们转变商业模式。
世界上最早的三只绿色债券基金之一由安联投资管理。
安联投资已经并计划越来越多地大力发展可持续发展目标基金，以涵盖水、清洁能源和健康等主题。
在管理影响力投资战略方面，安联投资有着良好的记录，我们能够在获得财务回报的同时产生可衡量的影响。
Speech at GAMF 2021 Beijing Summit
Tobias C． Pross
First， I would like to express my gratitude to the Global Asset Management Forum for organizing today‘s event and inviting me on behalf of Allianz Global Investors to speak about a topic that is very close to our heart， sustainability．
Global ESG trends
Sustainable investing has been for some years now on everyone‘s lips， but we believe that last year， the inflection point many of us were waiting for has finally been reached.Investors realized that sustainable considerations in the investment process not only aren’t detrimental to performance， but have the potential of bringing incremental returns in the long period．
• This shift in attitude towards sustainable investing can be seen first and foremost in market flows towards sustainable investment products， which in 2020 have been of unprecedented magnitude．
• Three main secular trends can be identified and accredited for this shift： Client demand due to a shift in value from the newer generations， Stronger and more focused regulatory push，China pledging to carbon neutrality by 2060， with its intermediate goals．
ESG in China
Not only sustainability is at its inflection point， China‘s economy is too． While the country’s demand and production of coal is still the highest in the world， China‘s pledge to reach carbon neutrality by 2060 has been followed by a resolute effort towards accomplishing this ambitious goal．
o The launch of the national emissions-trading program—a system that would create the world‘s largest carbon market and be key in reaching peak emissions before 2030 and carbon neutrality， or net zero emissions， by 2060．
o China is the largest producer of solar panels and is expected to account for 40% of global renewable capacity expansion from 2019 to 2024．
o China‘s meteoric rise of electric vehicle and renewable energy sectors during recent years demonstrate the potential for climate policy to drive investment and growth．
While these numbers are already impressive， this transformation process can‘t stop with the energy and manufacturing sector． Every sector needs to change to achieve net zero． We believe that the financial sector can play a role just as important， through capital allocation as a catalyst to finance the transition toward low carbon business models via the integration of Environmental， Social and Governance factors （ESG） in the investment process．
China‘s regulatory efforts in this direction are significative， resulting in a commitment which will drive investments and corporate action． It is of paramount importance to have a clear policy direction， combined with enhanced corporate reporting to help investors efficiently direct funds to those companies that are climate resilient and on track on the transition path to a lower-carbon business model．
Also from a client perspective， sustainable investing is quickly climbing the ranks of the investment industry‘s hot topics． China’s public pension and sovereign wealth funds are increasingly looking at sustainable investment solutions， and on the retail space， the growth of China‘s middle class is， and will， shift investment demand towards ESG products over time．
AllianzGI in China
In recent years， China‘s local asset managers have shown great achievements in terms of sustainability． The number of ESG-related funds is increasing significantly and we’re very pleased to see China‘s leading asset managers start to：
1.Participate into ESG/responsible investment related organizations such as UNPRI．
2.Set up dedicated ESG research/investment team．
3.Put stronger emphasis on internal ESG governance structure， such as setting up ESG committee， policy and process etc．
Allianz Global Investors is highly committed to the Chinese financial market． We are dedicated to developing a sustainable investment universe in this important market by exploring new opportunities including the onshore retail fund management business in China． We are dedicated to contributing to the development of the sustainable investment market via investment knowledge， education and support in harmonizing ESG standards between China and overseas， to ultimately facilitate growth
• Since sustainability is very much about “walking the talk”， we couldn‘t be prouder of our mother company Allianz’s commitment towards a more sustainable future， with whom we are 100% aligned， and we can say that sustainability is in our group‘s DNA．
o Both Allianz and AllianzGI are member of the Net Zero Asset Owner/Asset Manager initiative to meet the Paris Agreement goals．
o As part of this commitment， we will develop innovative solutions targeting climate change and already launched the first approach with Climate Engagement with Outcome （which sees us actively engaging with our portfolio‘s top carbon emitters）．
o We have a strong track record in advising regulators with regards to sustainable finance topics For instance， AllianzGI is the senior advisor to the pension committee of IAMAC where we， amongst other topics， advise on ESG integration for pension investments （Allianz is co-chair of IAMAC‘s International Expert Advisory Committee）
In our 20+ years of experience in sustainable investing， since launching our first Global SRI strategy， we constantly innovated and evolved our approach， while staying true to our identity of true active asset manager， which we believe is ideal to guide companies towards a Net Zero future， by actively engaging with them on sustainability themes and helping them shifting their business models．
o We manage one of the world‘s first three Green Bond funds．
o We have， and plan to increasingly do so， significantly built up our SDG fund franchise， to encompass themes such as water， clean energy and health．
o Have strong track record in managing impact investment strategies， where we are able to generate measurable impact alongside financial return．
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