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
Buy Now
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.
Included with Purchase
Methodology
Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.
Executive Summary
Get the most important report findings distilled in an easy-to-understand and highly visual format before you begin your journey through the report or use it as a tool for senior leadership.
Interactive Report Dashboard
Access consolidated data from multiple report exhibits in a single comparative view. Flexibly build your view of data with customizable filters and share the results in a format that meets your requirements.
Analyst Support
Got a question? Our analysts are available to help you interpret and analyze key findings as well as provide their perspective on industry trends.
Data Behind the Report
Data is the foundation of our reports. Each study contains nearly 100 exhibits, available to buyers in Excel format. Extract and explore Cerulli’s data and analysis your way.
Digital Access
Access your reports digitally anytime, anywhere, on any device through our client portal.
A Note from the Author
Divided Politics Are Not Holding Asset Owners and Managers Back from Pursuing ESG Initiatives
Michele Giuditta, CFA
Director
Bio →
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.
Contact Us
Want more information?
Learn more about this report and related Cerulli research.
Contact Us
You May Also be Interested in:
- Annual report
- The Cerulli Edge
Custom Research & Strategic Consulting
Cerulli for Consulting
Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.