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WHITE PAPER

Global Retail Investors and ESG

April 14, 2021

Explore retail investor demand for environmental, social, and governance (ESG) investing. This white paper provides detailed insight into the factors and forces influencing retail investor demand for ESG and takeaways for managers focused on ESG product development.

Our ongoing analysis of ESG investing suggests there are four common, overarching forces driving both product growth/development and measurable asset flows from retail investors.

  • Externally, climate change and the global COVID-19 pandemic continue to bring ESG-related issues to the forefront.

  • Secular trends within the asset management, including the evolution of service models and advances in fintech/scalability, bode well for the long-term prospects of ESG product offerings.



As these factors become ingrained in the global investment landscape, they will resonate within and shape the retail asset and wealth management landscape for the foreseeable future.

Examine these converging forces and understand how they will drive flows into ESG product offerings.

Download our White Paper

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Environmental, Social, and Governance Investing: Demand, Development, and Distribution

Assess true global demand for environmental, social, and governance (ESG) investment strategies. Cerulli’s roundtable discussion brings perspectives from Cerulli’s global ESG leaders together for a holistic look at regional adoption, market sizing, product development, reporting, and other key themes.

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