Report

U.S. Environmental, Social, and Governance Investing 2023

Regulation and Legislation

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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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

Asset Managers and Institutional Investors Stay Committed to ESG Despite Political Pressures

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.

Asset managers and institutional investors generally remain focused on environmental, social, and governance (ESG) initiatives, even as political efforts to reverse progress are underway. Our research shows that only a small percentage of institutions may be backtracking on their commitment to ESG.

According to the research:

  • No asset managers polled expect to stop incorporating ESG considerations into investment decisions or offering ESG-focused and impact funds. Yet, 30% of managers will be more guarded about disclosing their ESG-related activities through websites, marketing materials, prospectuses, and other formal investment documents.
  • The anti-ESG movement has deterred a small percentage (7%) of institutions from incorporating ESG considerations into investment decisions. Top reasons cited are that they no longer believe in the merits of ESG and that responding to the anti-ESG backlash is time-consuming and costly.
  • Asset managers are more mindful of the changing environment and the ESG backlash has led many managers to adapt or enhance their client and prospect messaging to be more explicit. More than half (57%) of firms polled are creating communication pieces to address the misconceptions of ESG.

If you are seeking strategic product development and distribution analysis on ESG in the U.S., this research will provide you with the intelligence you need. Gain market sizing, product development trends in responsible investing, Cerulli’s outlook amid changing legislation and regulation, and more.

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