PwC Global Investor Survey 2024: 345 Institutional Investors with AUM from $500 Million to > $1 Trillion, Top 5 Factors to Invest or Increase Investment in Companies are Up-skill Workforce, Enhance Resilience to a Future International Crisis, Deploy AI Solutions at Scale, De-Risk Supply Chains & Reduce Carbon Emissions, Top 5 Threats Invested Companies or Sector Coverage are Geopolitical Conflict, Cyber Risk, Macroeconomic Volatility, Inflation & Technological Disruption
10th January 2025 | Hong Kong
PwC has released the PwC Global Investor Survey 2024, providing key investment insights from 345 institutional investors with AUM ranging from $500 million to more than $1 trillion each. Profile – Chief Investment Officers 23%, Portfolio Managers 21%, Analysts 21%, Others 35%. AUM – More than $10 billion 53%, $10 billion or less 47%. Top 5 Factors to invest or increase investment in companies – Up-skill Workforce, Enhance Resilience to a Future International Crisis Deploy AI Solutions at Scale, De-Risk Supply Chains, Reduce Carbon Emissions. Top 5 Threats on invested companies or sector coverage – Geopolitical Conflict, Cyber Risk, Macroeconomic Volatility, Inflation, Technological Disruption. Top 5 Most Important for your invested companies or sector coverage to change way to capture value – Technological Change, Government Regulation, Changes in Customer Preferences, Supply Chain Instability, Competitors Actions. Top 5 Most important non-financial performance factors when evaluating companies – Corporate Governance, Innovation, Management Competence, Human Capital Management, Cybersecurity & Data Privacy. View on Generative AI will help your invested companies or sector to increase – Productivity 66%, Revenue 63%, Profitability 62%, Headcount 23%. Top 5 Views implementing Generative AI as opportunities for your invested companies – Scalability, Measuring ROI, Workforce Impact, Stakeholder Perception, Capital Expenditure. Top factor to increase investment if companies take climate-related actions – Work with suppliers & communities to build sustainable value chains. Agree on sustainability reporting should be assured at same level as financial reporting – Assurance reports accurately reflect progress company made towards target commitment – 78%. See below for key findings & summary | View report here
“ PwC Global Investor Survey 2024: 345 Institutional Investors with AUM from $500 Million to > $1 trillion, Top 5 Factors to Invest or Increase Investment in Companies are Up-skill Workforce, Enhance Resilience to a Future International Crisis, Deploy AI Solutions at Scale, De-Risk Supply Chains & Reduce Carbon Emissions, Top 5 Threats Invested Companies or Sector Coverage are Geopolitical Conflict, Cyber Risk, Macroeconomic Volatility, Inflation & Technological Disruption “
PwC Global Investor Survey 2024: 345 Institutional Investors with AUM from $500 Million to > $1 Trillion, Top 5 Factors to Invest or Increase Investment in Companies are Up-skill Workforce, Enhance Resilience to a Future International Crisis, Deploy AI Solutions at Scale, De-Risk Supply Chains & Reduce Carbon Emissions, Top 5 Threats Invested Companies or Sector Coverage are Geopolitical Conflict, Cyber Risk, Macroeconomic Volatility, Inflation & Technological Disruption.
PwC has released the PwC Global Investor Survey 2024, providing key investment insights from 345 institutional investors with AUM ranging from $500 million to more than $1 trillion each. See below for key findings & summary | View report here
PwC Global Investor Survey 2024
Summary
- Institutional investors – 345
- Profile – Chief Investment Officers 23%, Portfolio Managers 21%, Analysts 21%, Others 35%
- AUM – More than $10 billion 53%, $10 billion or less 47%
- Top 5 Factors to invest or increase investment in companies – Up-skill Workforce, Enhance Resilience to a Future International Crisis Deploy AI Solutions at Scale, De-Risk Supply Chains, Reduce Carbon Emissions
- Top 5 Threats on invested companies or sector coverage – Geopolitical Conflict, Cyber Risk, Macroeconomic Volatility, Inflation, Technological Disruption
- Top 5 Most Important for your invested companies or sector coverage to change way to capture value – Technological Change, Government Regulation, Changes in Customer Preferences, Supply Chain Instability, Competitors Actions
- Top 5 Most important non-financial performance factors when evaluating companies – Corporate Governance, Innovation, Management Competence, Human Capital Management, Cybersecurity & Data Privacy
- View on Generative AI will help your invested companies or sector to increase – Productivity 66%, Revenue 63%, Profitability 62%, Headcount 23%
- Top 5 Views implementing Generative AI as opportunities for your invested companies – Scalability, Measuring ROI, Workforce Impact, Stakeholder Perception, Capital Expenditure
- Top factor to increase investment if companies take climate-related actions – Work with suppliers & communities to build sustainable value chains
- Agree on sustainability reporting should be assured at same level as financial reporting – Assurance reports accurately reflect progress company made towards target commitment – 78%
PwC Global Investor Survey 2024
Profile:
- Institutional investors – 345
- AUM Range – $50 billion to > $1 trillion AUM
Respondent Profile:
- Chief Investment Officers – 23%
- Portfolio Managers – 21%
- Analysts – 21%
- Others – 35%
AUM:
- More than $10 billion – 53%
- $10 billion or less – 47%
1) Investments Allocation, Value & Threats
Top 5 factors to invest or increase investment if companies:
- Up-skill Workforce – 74%
- Enhance Resilience to a Future International Crisis – 73%
- Deploy AI Solutions at Scale – 73%
- De-Risk Supply Chains – 68%
- Reduce Carbon Emissions – 64%
Threats on your invested companies or sector coverage (Highly & Extremely Exposed):
- Geopolitical Conflict – 36%
- Cyber Risk – 36%
- Macroeconomic Volatility – 34%
- Inflation – 31%
- Technological Disruption – 30%
- Climate Change – 30%
- Lower Availability of Workers with Key Skills – 28%
- Social Inequality – 7%
Important for your invested companies or sector coverage to change way to capture value (Very & Extremely Important):
- Technological Change – 71%
- Government Regulation – 64%
- Changes in Customer Preferences – 61%
- Supply Chain Instability – 60%
- Competitors Actions – 57%
- Geopolitics – 54%
- Demographic Shifts – 52%
- Climate Change – 50%
Most important non-financial performance factors when evaluating companies:
- Corporate Governance – 40%
- Innovation – 37%
- Management Competence – 37%
- Human Capital Management – 37%
- Cybersecurity & Data Privacy – 36%
- Emerging Technologies – 31%
- Climate – 28%
- Supply Chain Management – 27%
- Product Safety – 23%
- Customer Management / Relations – 22%
- Health, Safety & Well-Being – 21%
- Societal Impacts – 21%
- Diversity, Equity & Inclusion – 19%
- Tax Transparency / Responsibility – 18%
- Human Rights – 17%
- Nature & Biodiversity – 12%
- Water Management – 8%
- Waste Management – 6%
2) Generative AI (Artificial Intelligence)
View on Generative AI will help your invested companies or sector to increase:
- Productivity – 66%
- Revenue – 63%
- Profitability – 62%
- Headcount – 23%
Top 5 Views implementing Generative AI as opportunities for your invested companies:
- Scalability – 53%
- Measuring ROI – 47%
- Workforce Impact – 45%
- Stakeholder Perception – 45%
- Capital Expenditure – 42%
- Competitor Landscape – 40%
- Environmental Impact – 39%
- Regulatory Compliance – 37%
- Content Copyright – 34%
3) Climate & Sustainability
Will increase investment if companies take climate-related actions:
- Working with suppliers & communities to build sustainable value chains – 80%
- Innovating products or services that enable customers to adapt to &/or mitigate impacts of climate change – 78%
- Building resilience against physical climate risks – 73%
- Increasing use of renewable energy – 72%
- Pursuing opportunities that contribute to climate-related operational efficiencies – 71%
Agree sustainability reporting should be assured at same level as financial reporting:
- Assurance reports accurately reflect progress company made towards target commitment – 78%
- More trust in sustainability information reported by companies if it has been assured – 76%
- Assurance reports on sustainability information should contain same level of details in long-form audit report for financial statements – 73%
- Narrative disclosures, sustainability metrics & KPI should be assured at same level as financial statement audit – 73%
- Companies should be required to obtained assurance on all material sustainability information – 72%
PwC Global Investor Survey 2024
In September 2024, we surveyed 345 investors and analysts across 24 countries and territories, and conducted in-depth interviews with 14 investment professionals. Respondents were predominantly institutional investors, comprising portfolio managers (21%), analysts (21%) and chief investment officers (23%), with 52% having more than ten years of experience in the industry. Their investments covered a range of asset classes, investing approaches and time horizons, and the assets under management (AUM) at their organisations ranged from less than US$500 million to US$1 trillion or more; 53% of respondents are at organisations with total AUM of more than US$10 billion.
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