中銀香港料全球ESG基金AUM每年複合增長逾10% 夥瑞銀推ESG多元資產基金
UBS瑞銀資產管理香港副主管及香港基金分銷部主管姚偉浩稱,與中銀香港(02388.HK)攜手合作,推出ESG多元資產基金。借鑒歷史數據,在投資組合中納入ESG,將有助更好地應對與企業營運及宏觀事件相關的挑戰,從而提高風險調整後的投資表現。
他續稱,可持續投資已融入成為瑞銀資產管理一系列投資策略的主要元素,與ESG相關的資產管理總值高達4,460億美元。
中銀香港個人數字金融產品部助理總經理梁美怡稱,根據分析顯示預料全球ESG基金的資產規模(AUM)會以每年逾一成的複合增長率上升,並將於2026年或之前增長至前所未有的水平,較2021年的18.4萬億美元上升逾八成。
她續稱,中銀香港分銷的ESG基金類別豐富,數目為主要銀行同業之首,而中銀香港客戶投資於ESG基金的資產管理總值在2022年底,亦按年上升1.3倍。
中銀香港為「UBS瑞銀可持續入息策略基金」在香港的獨家零售銀行分銷商,客戶可通過手機銀行、網上銀行及分行認購該基金。
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