Clearyst°’s Post

"More than two-thirds of asset owners (67%) believe ESG has become more material to investment policy in the past five years, with environmental factors driving materiality." Check out the latest insights from the Morningstar "Voice of the Asset Owner Survey 2023 Quantitative Analysis" #invest #sustainableinvesting https://lnkd.in/d_EgeHfs

🔎 The S segment in ESG is traditionally more difficult for investors to capture due to data access challenges. To address this, we invested a significant amount of time and resources into our cutting-edge database to capture these complex data sets. The Carmignac Portfolio Human Xperience strategy focuses on companies with strong customer and employee experience. Read about how this gives us a competitive advantage in addressing the social axis of ESG. 📌 To know more → https://okt.to/kxSli1 #Investment #Investing #Marketingcommunication #Assetmanagement

🔎 The S segment in ESG is traditionally more difficult for investors to capture due to data access challenges. To address this, we invested a significant amount of time and resources into our cutting-edge database to capture these complex data sets. The Carmignac Portfolio Human Xperience strategy focuses on companies with strong customer and employee experience. Read about how this gives us a competitive advantage in addressing the social axis of ESG. 📌 To know more → https://okt.to/kxSli1 #Investment #Investing #Marketingcommunication #Assetmanagement

🔎 The S segment in ESG is traditionally more difficult for investors to capture due to data access challenges. To address this, we invested a significant amount of time and resources into our cutting-edge database to capture these complex data sets. The Carmignac Portfolio Human Xperience strategy focuses on companies with strong customer and employee experience. Read about how this gives us a competitive advantage in addressing the social axis of ESG. 📌 To know more → https://okt.to/g1HEuF #Investment #Investing #Marketingcommunication #Assetmanagement

ESG increasingly a priority for asset owners. Morningstar's annual survey of 500 global asset owners representing combined assets under management of over $10.7 trillion, across 11 countries, reports that 67% believe ESG has become more material to the investment process over the past five years. This is despite a growing set of challenges to putting ESG policy into practice. Top findings include: - Climate is the highest priority of asset owners, with transition strategies that track the reduction of real-world emissions, vs simply reducing the exposure of their portfolios to carbon-intensive companies. - ESG regulation continues to create frustration with a drop in those that see regulations and the related reporting requirements as a help versus a hindrance, with lack of clarity and rising costs as primary pain points. - Asset owners are looking for more accuracy, higher quality, and greater relevance for ESG data, ratings, and indexes, and also believe artificial intelligence will have a major influence in the coming years in data collection and ESG analysis. https://lnkd.in/eK6pyTSH #esg #esginvesting #esgintegration

Asset owners are increasingly recognizing the importance of ESG factors in their investment policies. According to our recent survey, 67% of asset owners believe ESG has become more material in the past five years, with environmental factors driving materiality. Climate is the top environmental consideration, while diversity and inclusion are high on the social front. However, regulatory confusion remains a significant challenge for asset owners, with the lack of clarity and rising costs. Find more in our latest survey .

ALERT MANAGERS WITH ESG-FOCUSED STRATEGIES #Consultants and asset owners continue to allocate more and more of their research activity to ESG-focused strategies. Considering the many hundreds of thousands of research sessions allocators conduct in eVestment, the proportion garnered by #ESG products is significant. You can capitalize on this interest by reporting complete data on your products. Reach out for help: data@evestment.com.

The 3rd annual Morningstar Voice of the Asset Owner Survey Qualitative Insights is out now! 👉 http://spr.ly/6049eAUlb #MorningstarIndexes and Morningstar Sustainalytics developed this annual survey to gain a better understanding of the motivations, attitudes and challenges of institutional asset owners in the current environment. Topics explored in this year’s survey include: 💡 Investment objectives and policies 📈 Views on current and future investment trends 🍃 The role of ESG in investment decisions and opinions on service providers Read more about what asset owners had to say in the official survey results! #ESG #SustainableInvesting

Social-Impact Efforts That Create Real Value Investors find value in information about purpose. https://lnkd.in/ej2MH69B

Morningstar experts delve into the impact of personal connections in financial advisory. Explore how tailored approaches lead to clearer goals, increased referrals, and smarter investment choices. https://hubs.la/Q01ZsTGq0 #WealthManagement #Faince #ClientRelationships #TailoredAdvice #InvestmentStrategies