60% of investors to increase climate investments over next 3 years: Robeco

09 / 10 / 2026

By Marwa Nassar - -

Around 60% of global investors expect to increase allocations to investments that actively combat climate change over the next three years, while 66% anticipate physical climate risks will have a moderate to significant impact on asset prices over the next five years, according to the Robeco Global Climate Investing Survey 2026.

Despite political headwinds facing sustainability and net-zero initiatives, 59% of respondents believe demand for climate mitigation solutions will remain strong regardless of political sentiment.

Climate commitments persist despite policy uncertainty:

The survey found that government policy uncertainty remains the biggest obstacle to investment in climate mitigation solutions, cited by 45% of respondents.

Only 19% of investors expect an orderly climate transition, while 47% anticipate a “too little, too late” scenario. Meanwhile, 44% consider the goal of limiting global warming to well below 2°C unachievable.

However, 94% of respondents with net-zero targets said they would maintain their commitments regardless of government policy, highlighting continued investor support for climate action amid uncertainty.

Lucian Peppelenbos, Climate and Biodiversity Strategist at Robeco, said investors remain committed to their net-zero goals but increasingly recognize that the transition is shaped by economic and geopolitical factors.

He added that energy security is supporting investments in renewable energy, battery storage and electricity grids, while the growing impact of physical climate risks is expected to increasingly influence investor sentiment in the coming years.

Investment performance concerns ease:

Investment performance remains the leading challenge for climate investing, cited by 50% of respondents, down sharply from 67% in 2025.

Data quality concerns also declined, falling to 34% from 48% a year earlier. However, balancing climate targets with impact remained a challenge for 41% of investors, while 37% cited the complexity of certain asset classes.

Peppelenbos said climate investing is becoming more sophisticated, with investors increasingly using forward-looking data beyond carbon emissions and integrating climate considerations more closely with financial performance.

Survey covers $35.8trln in assets:

Robeco’s sixth Global Climate Investing Survey was conducted among 300 institutional and wholesale investors across Europe, North America, Asia-Pacific and South Africa, representing approximately $35.8 trillion in combined assets under management.

Respondents represented a range of institutions, including insurance companies, pension funds, sovereign wealth funds, private banks, asset managers and family offices.