The practice of sustainable investment (and its various constituent strategies) depends fundamentally on the supply of data, ratings and research. As sustainable investment has grown and diversified, so the breadth, depth and sophistication of products and services to meet the information needs of investors has evolved. In this section, we track the economics and evolving dynamics of this sustainable investment research value chain.
Market research on the economics & dynamics of the sustainable investment research value chain
European Commission: Summary of targeted consultation on the functioning of the ESG ratings market in the EU and on the consideration of ESG factors in credit ratings
Highlights and insights: “This report gives an overview of the results of the targeted consultation on “ESG ratings and ESG factors in credit ratings”, carried out between 4 April and 10 June 2022. 168 responses were received to the online…
ESMA: Outcome of ESMA Call for Evidence on market characteristics of ESG rating and data providers in the EU
Highlights and insights: “In total we received 154 responses to the Call for Evidence split over the three categories of respondent. Based on careful consideration our principal finding is that…
Alveo: Anchoring ESG data in investment operations
Highlights and insights: “ESG investing has rapidly become mainstream with investors increasingly weighing ESG criteria in their asset allocation. However, the ESG data and data management landscape is diverse and…
ERM / Sustainability Institute: Costs and benefits of climate-related disclosure activities by corporate issuers and institutional investors
Highlights and insights: “A new survey reveals what private sector organizations are currently spending on measuring and managing key climate change data and disclosure activities. The survey found that on…
Opimas: ESG Data is Now Worth It
Highlights and insights: “Consideration of Environmental, Social and Governance (ESG) factors in the investment process has gone mainstream. In fact, 2021 was a landmark year for ESG data vendors. Based…
IRSG/Accenture: ESG Ratings and ESG Data in Financial Services – A view from practitioners
Highlights and insights: “In its current state, the ESG ratings market is experiencing several challenges. Firstly, the need for greater transparency from ESG rating providers about what the objective of…
Substantive Research: How to Combat Greenwashing? Find the Right Data Partner
Highlights and insights: “Substantive Research, the research discovery and research spend analytics provider for the buy-side, has published the findings of its independent survey of the evolving Environmental Social and Governance (ESG)…
Capital Group: ESG Global Study 2021
Highlights and insights: “As investors seek out more information about the sustainable credentials of companies, ESG data and research providers are playing a greater role. Just 7% of global investors…
Acuiti: ESG – The opportunity for the sell-side
Highlights and insights: “The growth of ESG and its impact on the buy-side has been well documented. What is less well covered is how the sell-side has evolved to facilitate…
European Commission/ERM: Study on Sustainability-Related Ratings, Data and Research
Highlights and insights: “Europe leads the way globally on sustainable investing. In 2018, the total assets committed to sustainable and responsible investment strategies exceeded €12 trillion, representing 46% of the…