U.S. ENVIRONMENTAL, SOCIAL, AND CORPORATE GOVERNANCE Assessing True Client Demand for ESG Criteria NEW.
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1 U.S. ENVIRONMENTAL, SOCIAL, AND CORPORATE GOVERNANCE 2017 Assessing True Client Demand for ESG Criteria NEW Overview & Methodology In this new report, Cerulli examines the growing trend of environmental, social, and corporate governance (ESG) investing. In the report, Cerulli defines what constitutes an ESG investing framework and analyzes the various ways asset managers are incorporating ESG criteria into their investment methodology. The report not only assesses the true demand for ESG strategies among both retail and institutional client types, but also how asset managers can best position ESG strategies to their clients in a portfolio context. The report will uncover what kinds of vehicles and which audiences asset managers believe will offer the biggest opportunities for adoption. The report also assesses what elements of ESG matter most to investors and the methods asset managers can use when educating clients about how to implement ESG strategies into their portfolios. Benefits: y Understand how managers want to consider ESG issues whether it be incorporating it into their investment analysis, or developing new products based on ESG-focused issues y Review the variety of ways ESG can be incorporated y Examine current demand for ESG strategies across various retail and institutional client segments SUBSCRIPTION DETAILS $19,000 PURCHASE INCLUDES ANNUAL COST 92 PAGES 61 EXHIBITS y Digital copy and hardcopy in color y Unlimited online firm-wide access y Exhibits in Excel y Key findings y Analyst support y Interactive Report Dashboards NEW y Executive Summary Video NEW Questions Answered: y What is the overall size of the mutual fund and ETF ESG investment product universe? y What are the biggest challenges to increasing client receptivity of ESG issues? y What types of internal challenges are managers facing as they incorporate ESG issues? y How are asset managers implementing ESG factors/criteria into investment products? y What retail and institutional channels do managers believe have the highest demand for ESG strategies? For more information, contact us: ``info@cerulli.com Cerulli Interactive Report Dashboards NEW Experience Cerulli s digital analytics platform and explore interactive data from this report We are pleased to include these interactive report dashboards with your subscription: 1. ESG Implementation: Uncover asset managers methods for considering ESG issues and the factors included in the investment process. 2. ESG Demand: Explore expected client demand for ESG strategies by channel, institution type, generation, region, and wealth tier. 3. Product Development: Understand how asset managers position ESG products to clients, the level of priority placed on product-related initiatives, and incorporation of ESG strategies by asset class. CERULLI ASSOCIATES info@cerulli.com
2 What are Interactive Report Dashboards? As part of your Cerulli report subscription, we are pleased to provide you with Interactive Report Dashboards that allow you to interact with report data in unique ways: ACCESS Access consolidated data from multiple report exhibits in a single comparative view. FILTER DATA Apply filters to Cerulli report analyses including assets under management, net new flows, product type, channel, year, marketplace, and currency. EXPORT Easily build and export custom charts. Export options include; Excel, PDF, or image file. My Account: Joe Q. Sample How to Access Interactive Report Dashboards This service is complimentary and is accessible through our website. Use your unqiue Cerulli website login credentials, and you will find a View Interactive Report Dashboards link to this platform under My Reports. Interact View Dashboard You can also jump to related Interactive Report Dashboards in the report PDF by clicking on the Interact button shown on the left for reference. USER LOGIN To obtain online access, please visit or contact our account management team at: ``info@cerulli.com ` ` CERULLI ASSOCIATES info@cerulli.com
3 Chapter 2 Consideration of ESG Issues Integration in Process vs. Developing Product Exhibit 2.06 Asset Managers: Overall Use of E, S, and G Criteria, 2017 The most-common issues incorporated into the investment products are related to social initiatives, including labor standards, human rights, and gender diversity. Source: Cerulli Associates 10 Average Number of Issues Considered E S G 38 The Cerulli Report U.S. Environmental, Social, and Corporate Governance Investing 2017
4 Table of Contents Table of Contents: Expanded Key Questions Answered What are managers biggest challenges to increasing client receptivity to ESG issues? What are managers internal challenges to incorporating ESG issues? What methods are managers considering for ESG issues? What institutional channels do managers believe have highest demand for ESG strategies? What retail channels do managers believe have the highest demand for ESG strategies? What is the overall size of the ESG investment universe?...17 Chapter 1: Outlining a Framework for ESG Investing Evolution of ESG Issues in Investing...19 Exhibit Evolution of ESG, Methodology for Sizing ESG Investing...21 Exhibit Asset Managers: Challenges to Increasing Client Demand for ESG Strategies, Exhibit Sizing of ESG Investing Universe, Outlining the Framework for ESG Investing...23 Exhibit ESG Materiality Matrix...23 Exhibit Asset Managers: Internal Challenges to Incorporating ESG, Market Sizing: Assets, Net Flows, and Product Launches...26 Exhibit Asset Managers: Factors Driving Managers Decision to Start Using ESG Criteria in Investment Analysis, Exhibit Growth of ESG Assets, Q Exhibit ESG Implementation Type by Net Flows, Q Exhibit Launch and Closure of ESG Products, Q 2017 YTD...30 Chapter 2: Consideration of ESG Issues Integration in Process vs. Developing Product Exhibit Asset Managers: Methods for Considering ESG Issues, Incorporation of ESG Issues...33 Exhibit Asset Managers: Criteria for Exclusionary Screening, Exhibit Asset Managers: Forms of Active Ownership, Process vs. Product...35 Exhibit Asset Managers: Methods for Considering ESG Issues Matrix, The Cerulli Report U.S. Environmental, Social, and Corporate Governance Investing
5 Table of Contents Exhibit Asset Managers: Implementation of ESG Issues, Identifying E, S, and G Factors...38 Exhibit Asset Managers: Overall Use of E, S, and G Criteria, Exhibit Top-15 ESG Factors Included in Investment Process, Investment Staffing and Implementation Exhibit Top-15 ESG Factors Being Developed for Product, Exhibit Asset Managers: ESG Capabilities, Chapter 3: Retail Investor Demand for ESG Strategies Exhibit Asset Managers: Retail Demand for ESG Strategies in the Next 2-3 Years by Channel, Exhibit Asset Managers: Demand for ESG Strategies in the Next 2-3 Years by Age Demographic, Exhibit Asset Managers: Demand for ESG Strategies in the Next 2-3 Years by Regional Demographic, Exhibit Financial Advisors: Use of SRI/ESG Strategies Over the Next 12 Months, Exhibit Financial Advisors: Use of ESG Strategies Over Next 12 Months by Channel, Exhibit Financial Advisors: Reasons for ESG Use, Exhibit Financial Advisors: Factors Driving Demand for Use of ESG Strategies, Exhibit Financial Advisors: Reasons for Not Using ESG Strategies, Exhibit Financial Advisors: Asset Class Demand for ESG Strategies, Exhibit Asset Managers: Demand for ESG Strategies in the Next 2-3 Years by Wealth Tier, Exhibit HNW Practices Use of ESG Strategies, Exhibit HNW Practices and Asset Managers: Perceived Drivers of Socially Responsible/Impact Investing, Exhibit HNW Practices and Asset Managers: Greatest Demand for ESG/SRI Strategies by Asset Class, Exhibit Households Preferring Environmental and Socially Responsible Investing, Chapter 4: Institutional Demand for ESG Strategies Exhibit Asset Managers: Institutional Channel Demand for ESG Strategies in the Next 2-3 Years, Exhibit Consultants: Expected ESG Manager Search Activity for Institutional Asset Owners, Exhibit Consultants That Have Been Hired to Evaluate ESG/SRI Capabilities, Exhibit Consultants: Expected Asset Allocation Shifts for ESG Investment Strategies Over the Next 12 Months, Exhibit Consultants: Anticipated Future Interest in ESG Strategies by Client Type, Exhibit Health and Hospital Systems: Implementation of ESG Strategies, Exhibit Percentage of OCIOs That Comprehensively Consider ESG Factors When Conducting Manager Due Diligence, Exhibit Percentage of OCIOs That Have Dedicated Resources Committed to ESG Incorporation, The Cerulli Report U.S. Environmental, Social, and Corporate Governance Investing 2017
6 Table of Contents Chapter 5: Managers Positioning and Product Plans Exhibit Asset Managers: Level of Priority Placed on Select Product-Related Initiatives, Exhibit Asset Managers: Staffing of Resources for ESG Capabilities, Exhibit Asset Managers: Current Use of Third-Party Data Providers for ESG Ratings/Data, Exhibit Asset Managers: Product Development Initiatives Incorporating ESG Factors by Asset Class, Exhibit Asset Managers: Development for ESG Strategies by Vehicle Type, Exhibit Likelihood of Incorporation of ESG Principles into Target-Date Product Development, Exhibit Financial Advisors Use of ETFs by Strategy vs. ETF Issuers Focus for New ETFs, Exhibit Asset Managers: Positioning of ESG Strategies/Product to Clients, Exhibit Asset Managers: Current Offering of ESG Client Reporting, Exhibit Asset Managers: Types of ESG Reporting Managers Offer to Clients, Chapter 6: Current Landscape of the ESG Marketplace Exhibit ESG Implementation Type Fund Count, Q 2017 YTD Exhibit ESG Implementation Type Assets by Vehicle, Q Exhibit ESG Implementation Type Net Flows by Vehicle, Q 2017 YTD Exhibit ESG Product Assets and Net Flows by Asset Class, Q 2017 YTD...83 Exhibit Top-10 Morningstar Categories by ESG Product Assets and Net Flows, 3Q Exhibit Top-10 Managers by ESG Assets and Net Flows, 3Q Exhibit Top-10 Managers by ESG Assets and Net Flows by Implementation Type, 3Q Exhibit Top-Five Funds by ESG Assets and Net Flows, 3Q 2017 YTD...87 Exhibit Net Expense Ratio Statistics by ESG Implementation Type, Exhibit Longest-Standing Manager Tenure by ESG Implementation Type, Exhibit Morningstar Sustainability Rating of ESG Funds by Implementation Type, Index of Companies The Cerulli Report U.S. Environmental, Social, and Corporate Governance Investing
7 Index of Companies Index of Companies Allianz...37 American Century American Funds,...17, 27, 78, 85, 87 BlackRock/iShares... 17, 40, 81, 88 Bloomberg... 41, 61, 70 Boston Common Breckinridge Calvert... 40, 85 Cambridge Associates Community Capital Management... 78, 86 Cornerstone Eaton Vance Fidelity Investments GMO Guggenheim... 17, 78, 81 GuideStone Impax Asset Management... 79, 85 John Hancock... 29, 86 Mercer...61 Morgan Stanley... 44, 54 Nationwide... 16, 44 Natixis... 29, 73 Neuberger Berman... 37, 40 Northern Trust Nuveen... 29, 37, 74 Parametric Parnassus... 26, 78, 85, 87 Pathstone Federal Street Pax World Perella Weinberg PowerShares... 17, 78, 81 Privos Capital Putnam Investments Rockefeller Schroders State Street (SSgA)... 37, 88 The Cerulli Report U.S. Environmental, Social, and Corporate Governance Investing
8 Index of Companies TI... 37, 87 Trillium... 26, 86 UBS Wilshire The Cerulli Report U.S. Environmental, Social, and Corporate Governance Investing 2017
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