survation. ← Fieldwork

Topline — HSBC Sustainability 9

116 respondents · Unweighted · 35 questions · generated 2026-09-21 12:20 UTC
Provisional: live fieldwork, 116 interviews so far. Percentages are of each question's valid base (missing/not-asked excluded). Right-hand grey figure = count.

s1 What is your job role?

Base: 116
Portfolio manager
39.7%
46
Other
25.9%
30
Analyst
24.1%
28
Investment Strategist
10.3%
12

s2 In which region are you located?

Base: 116
Europe
45.7%
53
North America
37.9%
44
Asia (including Oceania)
13.8%
16
Latin America
1.7%
2
Middle East, North Africa, Turkey (MENAT)
0.9%
1

s3_1 s3 - In which region(s) do you operate? Asia

Base: 19
Asia
100.0%
19

s3_2 s3 - In which region(s) do you operate? Europe

Base: 52
Europe
100.0%
52

s3_3 s3 - In which region(s) do you operate? Latin America

Base: 11
Latin America
100.0%
11

s3_4 s3 - In which region(s) do you operate? MENAT

Base: 8
MENAT
100.0%
8

s3_5 s3 - In which region(s) do you operate? North America

Base: 49
North America
100.0%
49

s3_6 s3 - In which region(s) do you operate? Global

Base: 34
Global
100.0%
34

s4_1 s4 - Which of the following asset classes are you responsible for? Equities

Base: 70
Equities
100.0%
70

s4_2 s4 - Which of the following asset classes are you responsible for? FX & Commodities

Base: 11
FX & Commodities
100.0%
11

s4_3 s4 - Which of the following asset classes are you responsible for? Rates

Base: 13
Rates
100.0%
13

s4_4 s4 - Which of the following asset classes are you responsible for? Sovereign credit

Base: 19
Sovereign credit
100.0%
19

s4_5 s4 - Which of the following asset classes are you responsible for? Alternative investments

Base: 40
Alternative investments
100.0%
40

s4_6 s4 - Which of the following asset classes are you responsible for? Direct investment

Base: 25
Direct investment
100.0%
25

s4_7 s4 - Which of the following asset classes are you responsible for? Bonds, Fixed Income

Base: 59
Bonds, Fixed Income
100.0%
59

s4_8 s4 - Which of the following asset classes are you responsible for? Cross-asset

Base: 16
Cross-asset
100.0%
16

s5 What best describes your investor category?

Base: 116
Long only fund
43.1%
50
Something else
14.7%
17
Pension Fund
9.5%
11
Mutual fund
8.6%
10
Hedge fund
7.8%
9
Family Office
6.9%
8
Private equity
6.0%
7
Venture capital
3.4%
4

s6 What is the approximate level of your firm’s overall Assets Under Management (AUM)?

Base: 116
Between $1bn and $10bn
32.8%
38
Less than $1bn
25.9%
30
Between $10bn and $100bn
22.4%
26
More than $100bn
19.0%
22

q1 What proportion of your funds have sustainability as a primary objective?

Base: 116
0%
35.3%
41
1%-24%
30.2%
35
100%
12.1%
14
75%-99%
6.9%
8
25%-49%
6.0%
7
Prefer not to say
5.2%
6
50%-74%
4.3%
5

q3 On a scale of 0 to 10, where 0 is not at all and 10 is completely, how much is sustainability or ESG analysis incorporated into your investment decision making?

Base: 116
10 - Completely
23.3%
27
8
12.1%
14
5
11.2%
13
0 - Not at all
11.2%
13
7
10.3%
12
9
8.6%
10
3
6.9%
8
4
4.3%
5
1
4.3%
5
6
3.4%
4
2
3.4%
4
Prefer not to say
0.9%
1

q5 At your firm, are there differences in the way sustainability/ESG is incorporated into investment decisions between regions (e.g. US vs EU, or Asia vs EU, etc.)

Base: 116
No, we have a global firm-wide approach
49.1%
57
No, we only operate in one region
28.4%
33
Yes, we navigate differences according to local circumstances
11.2%
13
Yes, different teams operate in different regions and have different approaches
8.6%
10
Prefer not to say
2.6%
3

q9 Do you do any corporate engagement on sustainability issues?

Base: 116
Yes
61.2%
71
No
33.6%
39
Prefer not to say
5.2%
6

q9a Have you won any new client mandates in the past 12 months where sustainability was a key factor in the selection process?

Base: 116
Yes, sustainability was one of several important factors
27.6%
32
No, sustainability was not a factor
27.6%
32
No, but clients have expressed interest in sustainability
19.0%
22
Yes, sustainability was the primary reason
12.9%
15
Prefer not to say
12.9%
15

q9b Do you expect funding for the low carbon transition to accelerate or slow down over the next 12 months?

Base: 116
It will slow somewhat
31.9%
37
It will remain stable
25.9%
30
It will accelerate somewhat
19.8%
23
It will slow significantly
12.1%
14
It will accelerate significantly
7.8%
9
Prefer not to say
2.6%
3

q10 How helpful would you say new regulated company disclosures, such as CRSD (Corporate Sustainability Reporting Directive) and CSDDD (Corporate Sustainability Due Diligence Directive), will be to your investment processes?

Base: 116
Somewhat helpful
34.5%
40
Not that helpful
29.3%
34
Not at all helpful
19.0%
22
Very helpful
13.8%
16
Prefer not to say
3.4%
4

q11 How important would you say voluntary ESG reporting/validation initiatives, such as CDP (Carbon Disclosure Project) and SBTi (Science Based Targets initiative), are to your investment process?

Base: 116
Somewhat important
33.6%
39
Not that important
25.0%
29
Very important
21.6%
25
Not at all important
18.1%
21
Prefer not to say
1.7%
2

q11b Have you won any new client mandates in the past 12 months where voluntary ESG reporting/validation initiatives were key factors in the selection process?

Base: 116
No, they were not factors
39.7%
46
No, but clients have expressed interest in them
23.3%
27
Yes, they were among several other important factors
21.6%
25
Prefer not to say
10.3%
12
Yes, they were the primary reasons
5.2%
6

q12 Which of the following best describes your firm’s approach to incorporating sustainability or ESG information when considering investment choices?

Base: 116
Integration & Engagement - incorporating sustainability or ESG issues at all stages of the investment process; work with
31.0%
36
Identifying material issues - factoring in to risk assessment and value creation potential
23.3%
27
Scoring / Rating - assign scores to / rate stocks based on historical ESG/sustainability performance
14.7%
17
Screening - exclude / include stocks from specific sectors based on values or ethics
12.9%
15
Thematic investing – focusing on a particular issue such as climate, water, SDGs, social
11.2%
13
Prefer not to say
6.9%
8

q16 In your view, should corporate sustainability or ESG disclosures follow a global standard, and should this be applied across regions?

Base: 116
Yes, but there should be flexibility according to regional characteristics
31.9%
37
Yes, there should be a single global standard such as ISSB
18.1%
21
No, as companies should be allowed to disclose as they see fit
16.4%
19
No, but disclosures across regions should be somewhat comparable
15.5%
18
Maybe, but disclosures should be sector specific
15.5%
18
Don’t know
2.6%
3

q18 How do you expect investor demand and issuance volumes for sustainable fixed income products to change over the next 12 months?

Base: 116
Stay the same
33.6%
39
Increase somewhat
23.3%
27
Decline somewhat
17.2%
20
Prefer not to say
12.1%
14
Decline significantly
9.5%
11
Increase significantly
4.3%
5

q19 Do you have, or intend to have, the capability to invest in non-listed securities when it comes to sustainability-related investments (e.g. clean tech etc.)?

Base: 116
We are not interested in this area
36.2%
42
We already have this capability
35.3%
41
Prefer not to say
12.9%
15
We are working on building out this capability
9.5%
11
We are interested in this capability, but have not yet started
6.0%
7

q19b Where do you believe the majority of funding for the sustainability transition will come from over the next 5 years?

Base: 116
Government or development finance institutions
31.9%
37
Private credit and private market investment
28.4%
33
Corporate capital expenditure from balance sheets
16.4%
19
Public market instruments (e.g. labelled bonds, listed equity)
12.9%
15
Prefer not to say
6.9%
8
Other
2.6%
3
Retail investment flows
0.9%
1

s7 Please select your age group:

Base: 116
35 to 54
44.8%
52
55+
40.5%
47
18 to 34
12.9%
15
Prefer not to say
1.7%
2

s8 Please select your gender:

Base: 116
Male
66.4%
77
Female
28.4%
33
Prefer not to say
5.2%
6

opt_in Thank you for participating in our survey.If you would like us to send you the summary of results when it is published, please select “Yes” below

Base: 115
Yes
86.1%
99
No
13.9%
16