The Responsible Investment Review is Research in Finance’s annual written report into the fast-developing Environmental, Social and Governance (ESG) and broader responsible investing market.The first issue is due for publication in spring 2019 and will include insight from all angles:
• Surveys measuring appeal, preferences and take-up among professional and private investors
• Deep-dive commentary from industry experts, including fund ratings agencies, fund buyers, fund managers and stewardship specialists
• Analysis of ESG/responsible assets, flows and performance
• Comprehensive review of government regulation and trade association guidance supporting the growth of ESG investing
• Findings-led predictions on the growth potential for responsible investing
The Responsible Investment Review will cover a range of topics and aims to answer the most pressing questions on the subject, including:
• What sorts of ESG and socially responsible funds and managed portfolio services are on offer in the UK?
• What proportion of investors really understand what ESG is, and how it differs from types of socially responsible or impact investing?
• What are pension consultants, wealth managers and advisers doing to educate clients?
• What proportion of investors buy/recommend responsible funds?
• How do the biggest retail and institutional investors approach this area?
• To what degree are these funds making it into mainstream client portfolios?
• What are the preferred approaches to ESG investing? Engagement vs. divestment?
• Which asset managers are seen to be ESG leaders and what are they doing right?
• Which ESG and SRI ratings and services exist, and what impact have these had on investor behaviour?
• What has the UK government done to promote ESG investing to date? What is on the horizon?
• Sales managers improve how effectively they communicate on responsible investing products to investors and gatekeepers
• Product specialists assess ESG and responsible investing product development opportunities
• Wealth managers get a better sense of potential client demand and hone their propositions
• Consultants understand the attitudes of pension scheme managers and trustees, and improve their advice and training accordingly
• Government agencies and regulatory bodies get to grips with awareness and demand in the market, and identify priority areas for policy and guidance
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