Escalent
Escalent
Cogent Syndicated

With all the political attention on environmental, social and governance (ESG) investing these days, it’s hard to know who to believe and difficult to project where the industry might go from here. On one hand, issues like climate change and social equity are considered vital by many younger investors who increasingly seek to “vote with their dollars.” On the other hand, concerns about greenwashing and lack of fulfilling fiduciary responsibility are prompting several state legislatures to enact laws against “woke” investment strategies.

As we continue to keep a pulse on all the industry dynamics and influencers, this report offers key insights for asset managers as they seek to optimize their strategies for the future.

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

Areas of Inquiry

AFFLUENT INVESTORS

  • Changes in awareness and top-of-mind associations
  • Consideration and appeal of ESG investing
  • Extent of changes in interest in ESG investing during the past year and past six months, and factors driving these changes
  • ESG objectives that are most attractive as investment opportunities
  • Current and projected use of and allocation to ESG investments
  • Appeal of robo-advisors using ESG investing
  • Barriers to adoption and any changes during the past year
  • Gaps and unmet needs
  • Asset managers most commonly used for ESG investments
  • Reasons for choosing specific asset managers

ADVISORS

  • Changes in awareness and top-of-mind associations
  • Changes in client interest during the past six months
  • Influence of ESG criteria in investment decision-making
  • Current and projected use of and allocation to ESG investments
  • Barriers to adoption and any changes during the past year
  • Asset managers most commonly used for ESG investments
  • Reasons for choosing specific asset managers

Methodology

  • 4,000 affluent investors, fielding Jun–Aug 2022
  • 400 financial advisors, fielding Sep 9–23, 2022

Data Cuts Available

  • Affluent investors: Generation, gender, net worth/ investable assets
  • Advisors: Channel (National, Regional, Independent, Bank, RIA), AUM

Subscription Details

Publication Date: November 2022

Deliverables:

  • Written report with market commentary and trended data analyses
  • Presentation by our industry expert(s) designed to facilitate strategic planning

Investment: $15,000

Predicting ESGs Future
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