Report

European Environmental, Social, and Governance Investing 2021

Embracing Change and Seeking Impact

Assess Interest, Demand, and Development

  • Gain a detailed overview of the regulatory landscape
  • Evaluate the importance of assessing and integrating social factors and the demand for social and green bonds from institutional investors
  • Assess reporting requirements and comparisons across investor types and markets
  • Evaluate the current client demand for ESG and the factors driving a potential increase in use of ESG strategies from both retail and institutional investors.

$19,500

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Mark Horan

Mark Horan

Associate Director, Account Management, Europe

Summary

Evaluate the European responsible investment market and understand how fund managers can capitalize on the groundswell of interest in responsible investing. This report assesses current client demand for ESG and the factors driving a potential increase in use of ESG strategies from both retail and institutional investors. It also uncovers various approaches to climate change and key challenges for integrating climate risks into strategic asset allocation decisions.

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A Note from the Authors

How Will the SFDR Impact Asset Managers?

Justina Deveikyte, CAIA

Justina Deveikyte, CAIA

Director

Bio →

Justina Deveikyte, CAIA

Justina Deveikyte, CAIA

Director

Justina joined Cerulli Associates in February 2014 and heads the European Institutional Asset Management research practice. In her role, she is responsible for all research activities relating to institutional investors, the firm’s analysis of alternative investments, the newly created environmental, social, governance (ESG) section, and all data-science-based activities. She also contributes to multiple strategic consulting engagements and The Cerulli Edge series.

Justina is the lead author of several Cerulli reports, covering insurance, retirement, ESG, and alternative investments. Throughout her career, she has successfully developed partnerships with industry associations and has presented at several conferences and events across the Europe.

Prior to joining Cerulli, Justina was a Financial Manager and Global Analyst at Global Food Consulting; she previously has provided professional advice on banking products, including unit-linked insurance and third-pillar pension products at SEB Bank Group.

Full biography here.

Fabrizio Zumbo

Fabrizio Zumbo

Director

Bio →

Fabrizio Zumbo

Fabrizio Zumbo

Director

Fabrizio leads the European Retail/Wholesale Asset Management research practice, which focuses on analyzing asset management product development trends, investment, operational and marketing strategies, market and distribution dynamics, regulatory changes, and performing market and competitive intelligence in the United Kingdom, Continental Europe, and the Nordics.

Prior to joining Cerulli, Fabrizio served as a Lead Industry Analyst at State Street in London and as a Senior Analyst & Research Editor for the PwC’s Global Market Research Centre in Luxembourg. Previously, he carried out several field-based research projects in emerging and frontier markets for international market research and economic consulting firms, spending almost five years performing economic and industry analyses in several countries in Latin America, Africa, and the Middle East.

Full biography here.

The Sustainable Finance Disclosure Regulation (SFDR) is a game changer. Leading asset managers are already investing time and resources in order to have their Principal Adverse Impacts (PAI) statements and data ready ahead of the deadline. The ranking of funds based on PAI indicators or scores may become standard practice for distributors across Europe over the next few years, resulting in asset managers adjusting their investment strategies to stay competitive.

While the SFDR aims to bring greater transparency and comparability to the sustainable finance market, increasing regulation and disclosure requirements are putting pressure on asset managers, financial advisors, and institutional investors. The vast majority (82%) of the asset managers Cerulli surveyed said that the limited availability of ESG data is a significant challenge and 18% deemed it to be somewhat a challenge to implementing the SFDR. Moreover, the cost of acquiring the data needed to comply with the SFDR poses a significant challenge.

Understand the implications of the SFDR on managers, the various ways that asset managers and asset owners are integrating ESG into their investment decision-making process, and demand for ESG strategies across asset owners and retail investors with our latest report, European Environmental, Social, and Governance Investing 2021.

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