[Exclusive Research] ESG and Diversity & Inclusion Strategies: A Look Ahead

Younger investors are more likely than members of previous generations to say strategies built around ESG and diversity and inclusion principles are important. Read more

Advisors expect allocations to thematic strategies in general to increase slightly over the next two years, with allocations to ESG strategies experiencing a larger boost. Read more

Advisors are most likely to use thematic strategies to diversify client portfolios or to target specific sector or asset classes. Read more

Advisors rely on industry ratings when making up their minds about ESG funds, although performance still has a big influence on advisors’ opinions of fund managers. Read more

There is a larger focus on ESG due diligence when adding ESG managers, compared to adding managers with a focus on diversity and inclusion. Read more

Download the full report, ESG and Diversity & Inclusion Strategies: A Look Ahead. Read more