Executive Summary

Spiking client demand for environmental, social, and governance (ESG) products will drive assets under management (AUM) growth through 2025. Yet a lack of quality, public ESG data threatens investment managers’ ability to offer accurate products and might see them run afoul of rising ESG regulatory standards.

3 KEY QUESTIONS THIS REPORT WILL ANSWER

1. Why do investment managers need a strong ESG offering?
2. What’s at stake for investment managers that fail to overcome the ESG data challenge?
3. How can investment managers harness technology to roll out personalized ESG products and meet rising regulatory standards?

WHAT’S IN THIS REPORT? We size up investment managers’ ESG AUM opportunity, examine the risks investment managers will face if they fail to accurately label their ESG funds, and lay out strategies they can use to delight clients and mollify regulators.

KEY STAT: Global investment managers will be competing for roughly $9 trillion in fresh ESG AUM between 2022 and 2025, as total AUM will surpass $50 trillion, per 2022 research from Bloomberg Intelligence.