Escalent
Escalent
Cogent Syndicated

ESG 360° will use quantitative and qualitative techniques to provide deep, focused insights on the broad term of ESG investing. Exploring one audience per publication, the series will highlight trends and perceptions of ESG among financial advisors, DC plan sponsors, affluent investors, DC plan advisors, DC plan participants and institutional investors.

Services provided to DC plan sponsors and participants
• Impact of fee disclosure regulations
• Number of plan providers typically recommended
• Number and type of investment options typically recommended
• QDIA option used most often
• Target date fund recommendation

Value

The report will enable subscribers to:

Stay on Top of Trends
With bimonthly publication, your firm can stay on top of emerging trends in ESG

Gain a Competitive Advantage
With ESG implementation still nascent, having an in-depth understanding of trends now gives firms a competitive edge

Boost Profitability
By understanding what each audience needs and wants from ESG, your firm can tailor offerings to boost ROI 

Methodology

  • US institutional investors, affluent investors, financial advisors, DC plan
    sponsors, DC plan participants, DC plan advisors
  • Quantitative samples range from a representative mix of n=500 to
    n=4,600
  • Qualitative sample reflects key demographics with a diverse mix of
    n=25 to n=50

Areas of Inquiry

Awareness of ESG Investing

  • Current definition of ESG, including top-of-mind associations

Consideration and Appeal

  • Evaluation of key consideration drivers including social responsibility,
    environmentally-friendly causes, alignment with personal values/ organization’s mission, reputation/ goodwill, risk management, enhanced
    performance and tax incentives
  • Influence of each component of ESG in comparison to one another

Barriers to Use

  • Ranking of barriers to adoption including lack of availability/limited choices, weak demand, inconsistent definitions, insufficient ESG data

Current Use and Allocation

  • ESG investing use and likelihood of adoption over the next 12 months
  • Use of specific ESG strategies, including integrating ESG factors into
    products/portfolios

Asset Manager Brand Consideration and Satisfaction

  • Asset managers most associated with ESG investing (unaided brand
    consideration)
  • Asset-manager-specific satisfaction ratings for ESG/impact investing

Audience-specific Research Objectives

  • In addition to the overarching set of research questions above, we will ask audience-specific questions to hone in on the more detailed needs of each population

Subscription Details

Publication Date: Throughout 2019
Deliverables:

  • Six reports (one for each audience) with quantitative data and qualitative
    insights

Investment: $50,000

ESG 360_Fact Sheet
Preview