Rynki funduszy zrównoważonych: porównanie Europy i Stanów Zjednoczonych
DOI:
https://doi.org/10.18778/2082-4440.49.01Słowa kluczowe:
trendy inwestycji zrównoważonych, fundusze inwestycyjne, regulacje finansoweAbstrakt
W ostatnich latach fundusze zrównoważone stały się jednym z najszybciej rozwijających się segmentów globalnego rynku funduszy inwestycyjnych. Zjawisko to jest szczególnie wyraźne w dwóch najbardziej rozwiniętych regionach świata – Stanach Zjednoczonych i Europie. Tempo ekspansji oraz warunki jej towarzyszące wykazują jednak istotne różnice pomiędzy tymi rynkami. Artykuł porównuje rozwój rynków funduszy zrównoważonych w USA i w Europie w latach 2020–2024, wskazując kluczowe czynniki determinujące obserwowane tendencje. Europa zdecydowanie wyprzedziła Stany Zjednoczone pod względem dynamiki wzrostu funduszy zrównoważonych, co wynika przede wszystkim z bardziej skutecznych ram prawnych, obejmujących standardy raportowania ESG oraz regulacje dotyczące inwestycji finansowych. Rynek europejski wykazał również większą odporność na zaburzenia gospodarcze i geopolityczne. W latach 2022–2024 nastroje inwestorów uległy pogorszeniu, co przełożyło się na spadek napływu kapitału do funduszy, wzrost liczby ich likwidacji, fuzji oraz procesów rebrandingu w obu regionach.
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