{"id":1787,"date":"2023-08-07T14:58:27","date_gmt":"2023-08-07T14:58:27","guid":{"rendered":"https:\/\/www.czechbankingnews.cz\/?p=1787"},"modified":"2023-08-07T14:58:27","modified_gmt":"2023-08-07T14:58:27","slug":"udrzitelnost-v-investicich-ustupuje-pred-vynosy","status":"publish","type":"post","link":"https:\/\/www.czechbankingnews.cz\/?p=1787","title":{"rendered":"Udr\u017eitelnost v investic\u00edch ustupuje p\u0159ed v\u00fdnosy"},"content":{"rendered":"

Krize zm\u011bnila p\u0159\u00edstup \u010cech\u016f k\u00a0udr\u017eitelnosti. P\u0159es 80 %<\/b> z nich p\u0159i investov\u00e1n\u00ed up\u0159ednost\u0148uje v\u00fdnos p\u0159ed udr\u017eitelnost\u00ed a soci\u00e1ln\u00ed odpov\u011bdnost\u00ed.<\/h4>\n

<\/p>\n

\u010ce\u0161i v\u00a0krizi opou\u0161t\u011bj\u00ed ideje udr\u017eitelnosti a kladou v\u011bt\u0161\u00ed d\u016fraz na finance. Zdrav\u00e9 \u017eivotn\u00ed prost\u0159ed\u00ed je nyn\u00ed d\u016fle\u017eit\u00e9 pro 96 % z nich, tedy o dv\u011b procenta m\u00e9n\u011b, ne\u017e tomu bylo v\u00a0roce 2021. Vypl\u00fdv\u00e1 to z pr\u016fzkumu spole\u010dnosti Generali Investments CEE, kter\u00fd byl realizov\u00e1n prost\u0159ednictv\u00edm aplikace Instant Research agentury Ipsos.<\/p>\n

EKOLOGIE HRAJE MEN\u0160\u00cd ROLI I P\u0158I INVESTOV\u00c1N\u00cd DO DOM\u00c1CNOSTI \u00a0<\/strong><\/h4>\n

Krize zm\u011bnila p\u0159\u00edstup \u010cech\u016f nejen v r\u00e1mci investi\u010dn\u00edho chov\u00e1n\u00ed, ale tak\u00e9 uva\u017eov\u00e1n\u00ed. P\u0159i realizaci udr\u017eiteln\u00fdch opat\u0159en\u00ed jsou finance d\u016fle\u017eit\u011bj\u0161\u00ed ne\u017e ochrana \u017eivotn\u00edho prost\u0159ed\u00ed pro\u00a081 % respondent\u016f, p\u0159itom v roce 2021 to bylo 66 %. Oproti roku 2021 tak\u00e9 kleslo procento \u010cech\u016f, kte\u0159\u00ed v\u011b\u0159\u00ed, \u017ee vlastn\u00edm odpov\u011bdn\u00fdm chov\u00e1n\u00edm dok\u00e1\u017eou p\u0159isp\u011bt k\u00a0ochran\u011b \u017eivotn\u00edho prost\u0159ed\u00ed. Zat\u00edmco p\u0159ed dv\u011bma lety tomu v\u011b\u0159ilo 93 % lid\u00ed, letos je to pouze 76 %. V\u00fdb\u011br ekologick\u00fdch produkt\u016f je d\u016fle\u017eit\u00fd pro dv\u011b t\u0159etiny \u010cech\u016f.<\/p>\n

Zelen\u00e9 energie odeb\u00edr\u00e1 v\u00a0sou\u010dasn\u00e9 dob\u011b pouze 7 % lid\u00ed, p\u0159itom p\u0159ed kriz\u00ed, v\u00a0roce 2021, to bylo 19 %.<\/strong> Je to pr\u00e1v\u011b nedostatek financ\u00ed, kter\u00fd dv\u011bma t\u0159etin\u00e1m \u010cech\u016f br\u00e1n\u00ed investovat do udr\u017eiteln\u00fdch opat\u0159en\u00ed v dom\u00e1cnostech. Mezi takov\u00e1 opat\u0159en\u00ed pat\u0159\u00ed fotovoltaick\u00e9 elektr\u00e1rny, \u00fasporn\u00e9 osv\u011btlen\u00ed dom\u00e1cnosti, tepeln\u00e1 \u010derpadla \u010di zateplen\u00ed domu. Vzr\u016fstaj\u00edc\u00ed tendenci naopak zaznamenaly investice do odpov\u011bdn\u00fdch spole\u010dnost\u00ed<\/strong> nebo fond\u016f investuj\u00edc\u00edch do spole\u010dnost\u00ed podnikaj\u00edc\u00edch v souladu s ESG krit\u00e9rii (Environmental, Social, Governance). Do nich letos investuje ji\u017e 8 % dot\u00e1zan\u00fdch, tedy od dv\u011b procenta \u010cech\u016f v\u00edce ne\u017e v roce 2021<\/strong>.<\/p>\n

\u00a0<\/em>\u201eEnergetick\u00e1 krize a rostouc\u00ed infla\u010dn\u00ed tlaky p\u0159etvo\u0159ily trh. V takov\u00e9m prost\u0159ed\u00ed investo\u0159i obecn\u011b up\u0159ednost\u0148uj\u00ed sp\u00ed\u0161e vlastn\u00ed finance. D\u016fsledek toho je, \u017ee by mohli b\u00fdt m\u00e9n\u011b ochotni akceptovat ni\u017e\u0161\u00ed finan\u010dn\u00ed v\u00fdkonnost, aby sledovali soci\u00e1ln\u00ed nebo etick\u00e9 c\u00edle. P\u0159esto se ESG zam\u011b\u0159en\u00ed roz\u0161i\u0159uje na v\u00edce spole\u010dnost\u00ed, sektor\u016f, trh\u016f, investi\u010dn\u00edch produkt\u016f. P\u0159edpokl\u00e1d\u00e1 se, \u017ee se to odr\u00e1\u017e\u00ed ve v\u00fdkonnosti v dlouhodob\u00e9m horizontu, proto\u017ee ESG je st\u00e1le v\u00edce vn\u00edm\u00e1no jako p\u0159\u00edle\u017eitost a kl\u00ed\u010dov\u00e1 priorita,\u201c <\/em>vysv\u011btluje Marco Marinucci<\/strong>, portfolio mana\u017eer a ESG officer ve spole\u010dnosti Generali Investments CEE.<\/em>\u00a0<\/strong><\/p>\n

\u010cE\u0160I NEMAJ\u00cd DOSTATEK FINANC\u00cd NA UDR\u017dITELN\u00c9 INVESTICE<\/strong><\/p>\n

I p\u0159es to, \u017ee meziro\u010dn\u011b vzrostl trend investov\u00e1n\u00ed do spole\u010dnost\u00ed \u010di fond\u016f, podnikaj\u00edc\u00edch v souladu s ESG krit\u00e9rii, dv\u011b t\u0159etiny \u010cech\u016f o t\u00e9to mo\u017enosti st\u00e1le nem\u00e1 pov\u011bdom\u00ed. Aktu\u00e1ln\u011b do takov\u00fdch spole\u010dnost\u00ed investuje pouze 11 % dot\u00e1zan\u00fdch, dal\u0161\u00edch 53 % \u010cech\u016f v\u00a0sou\u010dasn\u00e9 dob\u011b do udr\u017eiteln\u00fdch spole\u010dnost\u00ed neinvestuje a ani v\u00a0budoucnu investovat nepl\u00e1nuje. Celkem 14 % dot\u00e1zan\u00fdch uvedlo, \u017ee nev\u00ed, kde mohou takovou mo\u017enost naj\u00edt. Ka\u017ed\u00fd \u0161est\u00fd \u010cech si to nem\u016f\u017ee dovolit z\u00a0d\u016fvodu nedostatku finan\u010dn\u00edch prost\u0159edk\u016f.<\/p>\n

\u201eData tak\u00e9 ukazuj\u00ed, \u017ee je pro 34 % \u010cech\u016f t\u011b\u017ek\u00e9 rozhodnout se, do kter\u00e9 konkr\u00e9tn\u00ed spole\u010dnosti maj\u00ed sv\u00e9 finance investovat. Nejp\u0159\u00edm\u011bj\u0161\u00ed a nejjednodu\u0161\u0161\u00ed variantou je zam\u011b\u0159it se na fondy, kter\u00e9 investuj\u00ed nap\u0159\u00edklad do vodn\u00edch zdroj\u016f, ochrany klimatu \u010di do strategick\u00e9 infrastruktury, jako jsou dod\u00e1vky vody, energie a podobn\u011b. Kouzlem ESG investic v\u0161ak je, \u017ee si ka\u017ed\u00fd m\u016f\u017ee z oblast\u00ed Environmental, Social a Governance vybrat, co je mu bl\u00edzk\u00e9,\u201c<\/em> vysv\u011btluje Marco Marinucci.<\/strong>\u00a0<\/strong><\/p>\n

JAK UVA\u017dUJ\u00cd \u010cE\u0160I O UDR\u017dITELN\u00ddCH INVESTIC\u00cdCH?<\/strong><\/p>\n

Prim\u00e1rn\u00ed motivac\u00ed k investov\u00e1n\u00ed do spole\u010dnost\u00ed podnikaj\u00edc\u00edch v souladu s pravidly ESG je u \u010cech\u016f finan\u010dn\u00ed v\u00fdnosnost. Finan\u010dn\u00ed potenci\u00e1l v\u00a0nich vid\u00ed 64 % dot\u00e1zan\u00fdch, zbyl\u00fdch 36 % do nich investuje kv\u016fli jejich p\u0159\u00ednosu<\/strong> a aktivit\u00e1m pro ochranu \u017eivotn\u00edho prost\u0159ed\u00ed. Celkem 80 % dot\u00e1zan\u00fdch by p\u0159i stejn\u00e9m v\u00fdnosu rad\u011bji investovalo do udr\u017eiteln\u00e9 spole\u010dnosti ne\u017e do klasick\u00e9. Osobn\u00ed p\u0159esv\u011bd\u010den\u00ed o podpo\u0159e zdrav\u00e9ho \u017eivotn\u00edho prost\u0159ed\u00ed by pot\u00e9 motivovalo 41 % dot\u00e1zan\u00fdch.<\/p>\n

\u201eZ v\u00fdsledk\u016f pr\u016fzkumu n\u00e1m vyplynulo, \u017ee pro n\u011bkter\u00e9 lidi nen\u00ed dle jejich p\u0159esv\u011bd\u010den\u00ed investov\u00e1n\u00ed do t\u011bchto spole\u010dnost\u00ed finan\u010dn\u011b v\u00fdhodn\u00e9. Je d\u016fle\u017eit\u00e9 si v\u0161ak uv\u011bdomit, \u017ee udr\u017eitelnost je jedn\u00edm z\u00a0hlavn\u00edch t\u00e9mat sou\u010dasn\u00e9 doby a v budoucnu bude jej\u00ed role d\u00e1le posilovat. St\u00e1le v\u00edce spole\u010dnost\u00ed se bude muset kv\u016fli viditeln\u011bj\u0161\u00edm projev\u016fm zm\u011bny klimatu dr\u017eet p\u0159\u00edsn\u011bj\u0161\u00edch pravidel, i legislativa se stane p\u0159\u00edsn\u011bj\u0161\u00ed, zejm\u00e9na v r\u00e1mci Evropsk\u00e9 unie. Udr\u017eitelnost tak nebude pouze trendem, ale nezbytnost\u00ed v\u00a0r\u00e1mci podnik\u00e1n\u00ed,\u201c<\/em> uv\u00e1d\u00ed Marco Marinucci.<\/strong><\/p>\n

V\u00edce ne\u017e dv\u011b t\u0159etiny \u010cech\u016f by investovalo sv\u00e9 finance do spole\u010dnost\u00ed zam\u011b\u0159en\u00fdch na recyklaci, 58 % dot\u00e1zan\u00fdch zase do spole\u010dnost\u00ed zab\u00fdvaj\u00edc\u00edch se alternativn\u00edmi zdroji energie. Meziro\u010dn\u00edm pozitivn\u00edm trendem je tak\u00e9 klesaj\u00edc\u00ed po\u010det lid\u00ed, kte\u0159\u00ed by nikdy do spole\u010dnost\u00ed \u0161etrn\u00fdch v\u016f\u010di \u017eivotn\u00edmu prost\u0159ed\u00ed neinvestovali, a to z\u00a0p\u016fvodn\u00ed 21 % na 15 %.<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Krize zm\u011bnila p\u0159\u00edstup \u010cech\u016f k\u00a0udr\u017eitelnosti. P\u0159es 80 % z nich p\u0159i investov\u00e1n\u00ed up\u0159ednost\u0148uje v\u00fdnos p\u0159ed udr\u017eitelnost\u00ed a soci\u00e1ln\u00ed odpov\u011bdnost\u00ed.<\/p>\n<\/div>","protected":false},"author":2,"featured_media":1788,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[],"class_list":["post-1787","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investice"],"_links":{"self":[{"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/posts\/1787","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1787"}],"version-history":[{"count":1,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/posts\/1787\/revisions"}],"predecessor-version":[{"id":1789,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/posts\/1787\/revisions\/1789"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/media\/1788"}],"wp:attachment":[{"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1787"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1787"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1787"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}