Ομιλία - Παρουσίαση: Κρις Αίσωπος, Πρόεδρος της Ελληνικής Ένωσης Διαχειριστών Συλλογικών Επενδύσεων και Περιουσίας (ΕΘΕ)

1. 1
Hellenic Fund and Asset Management Association
9, Valaoritou Str., (1st floor) 106 71, Athens Greece
www.ethe.org.gr info@ethe.org.gr
DISCLAIMER: Part of the information and data of this presentation have been collected from reliable sources, nevertheless there is no guarantee for their accuracy or their validity.
Chris Aesopos,
Chairman

2. 2
Quarterly Global Sustainable Fund Assets (USD Billion)
Q4 2021
Source: Morningstar Direct, Manager Research. Data as of December 2021. *Q2 and Q3 data has been restated for Europe because of new ESG language found in
fund prospectuses following the introduction of SFDR on March 10.

3. 3
Quarterly Global Sustainable Fund Net Flows (USD Billion)
Q4 2021
Source: Morningstar Direct, Manager Research. Data as of December 2021. *Q2 data has been restated because of new ESG language found in fund
prospectuses following the introduction of SFDR on March 10.

4. 4
Decarbonization targets set by the world’s publicly listed companies
Jan 2021
Note: Based on MSCI ACWI constituents. Decarbonization targets aim to reduce emissions but do not necessarily target net-zero. For example, a company may set a
target to reduce emissions by 50% by 2050.
Source: MSCI ACWI

5. 5
Listed companies trying to make the world < 3°C warmer
Jan 2021
Source: MSCI ACWI

6. 6
Green Bond and Green Loan Issuance Volume
2014 – 2021 H1
Source: Climate Bonds Initiative (2021)

7. 7
Global Asset Management Industry
Nov 2021
Total Market
Joined Net Zero Asset
Management Initiative
%
of total
Total Assets ($ tn) 120 E 57 47.50%
Number of Asset
Management Companies
20,000 E 220 1.10%
Source: EFAMA, ICI, Estimates, netzeroassetmanagers.org

8. 8
Note: Article 8 (SFDR): a financial product that promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics,
provided that the companies in which the investments are made follow good governance practices.
Source: Hellenic Fund And Asset Management Association
Greek Mutual Fund Market
01/01/2021 - 31/12/2021
Total Market
Article 8 Mutual funds
(9 in total )
%
of total
Total Assets (€ mn) 11,125.95 804.49 7.23%
Net Inflows/Outflows (€ mn) 2,493.21 471.81 18.92%

9. 9
Note: Article 8 (SFDR): a financial product that promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics,
provided that the companies in which the investments are made follow good governance practices.
Source: Hellenic Fund And Asset Management Association
Greek Mutual Fund Market
01/01/2022 - 15/02/2022
Total Market
Article 8 Mutual funds
(9 in total )
%
of total
Total Assets (€ mn) 11,010.27 797.28 7.24%
Net Inflows/Outflows (€ mn) 104.77 32.03 30.57%

10. 10
Key Initiatives
Source: PRI, netzeroassetmanagers.org, TCFD

11. 11
Hellenic Fund and Asset Management Association
9, Valaoritou Str., (1st floor) 106 71, Athens Greece
www.ethe.org.gr info@ethe.org.gr
DISCLAIMER: Part of the information and data of this presentation have been collected from reliable sources, nevertheless there is no guarantee for their accuracy or their validity.
Chris Aesopos,
Chairman