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[Exclusive Research] ESG and Diversity & Inclusion Strategies: A Look Ahead
ESG and Diversity & Inclusion strategies are increasingly important to the next generation of clients—and firms are taking notice.
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1Younger investors are more likely than members of previous generations to say strategies built around ESG and diversity and inclusion principles are important. Read more
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2Advisors 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
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3Advisors are most likely to use thematic strategies to diversify client portfolios or to target specific sector or asset classes. Read more
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4Advisors 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
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5There 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
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6Download the full report, ESG and Diversity & Inclusion Strategies: A Look Ahead. Read more