Report

U.S. Environmental, Social, and Governance Investing 2022

Social Issues Come to the Forefront

Assess ESG Supply and Demand

  • Dive into original data from retail and institutional investors, advisors, and asset managers about their attitudes toward and adoption of ESG investments

  • Learn how asset managers and asset owners are taking social themes into consideration for asset allocation, product development, ESG integration, active ownership activities, and manager selection

  • Explore sustainable hedge funds and the private investment product landscape

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Report US ESG 2020 Detail

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Ryan Hanratty

Ryan Hanratty

Account Manager

Summary

Size the market and look at the adoption of environmental, social, and governance (ESG) investing, by both retail and institutional investors. This report examines buyer dynamics across channels, including outsourced chief investment officer (OCIO) providers, and wealth management platforms. Cerulli also defines different implementations of ESG investing and how various strategies have evolved, including an overview of new and innovative products.

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Methodology

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Executive Summary

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A Note from the Author

Divided Politics Are Not Holding Asset Owners and Managers Back from Pursuing ESG Initiatives

Michele Giuditta, CFA

Michele Giuditta, CFA

Director

Bio →

Michele Giuditta, CFA

Michele Giuditta, CFA

Director

Michele is a director of the Institutional practice and leads research for annual reports and strategic consulting engagements. She specializes in environmental, social, and governance investing and outsourced CIO research.

Prior to joining Cerulli Associates, Michele worked at Cambridge Associates as an Associate Director in the Client Relationship Management Group. Additionally, she worked at Manulife Asset Management in the Institutional Investment Sales & Services Group, and held roles in Product Management and Client Relationship Management. She began her career as an analyst in the Investment Policy & Research Group at John Hancock.

Full biography here.

The U.S. political environment has become increasingly polarized, with disparate views on timely environmental and social-related issues, in particular on climate change. On one hand, institutional investors and investment managers addressing the risk of climate change could fear penalization by states and politicians who view environmental, social, and governance (ESG) practices as ideologically driven. On the other hand, institutional investors and asset managers often feel the heat from moving too slowly on divesting fossil fuel assets, coupled with pressure from radical divestment campaigns.

Asset owners (60%), asset managers (75%), and advisors (72%) believe that divided politics are having at least a moderate impact on clients’ perception of ESG investing. Despite this, they remain committed to their approach. In fact, nearly all asset managers (96%) have or plan to have (2%) an ESG integration approach and are using material ESG information when evaluating underlying investment portfolio companies to identify risks and opportunities.

Cerulli believes that the political headwinds faced in 2022 will not stop asset growth, and demand and product innovation will continue to rise. Continue to explore how asset managers and asset owners are taking social and climate themes into consideration for product development and investment, and the types of vehicles and channels that offer the biggest opportunities for adoption.

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