The latest credible survey of professional asset managers and institutional investors in the U.S. revealed that more than US$16 trillion of Assets Under Management, or $1-in-$3 of equities in being professionally managed use ESG / sustainable investing approaches. While an analysis of the company's current equity holders may help to identify holders who are using ESG approaches, a survey of current and prospective investors will provide more in-depth information on the perceptions these analysts and investors have of your company’s ESG performance. This survey approach can help to identify those investment professionals who would be most interested in your company's ESG story.
A customized, confidential investor perception study will test and calibrate the understanding and level of interest among key financial analysts and investors regarding corporate ESG performance and sustainability issues.
The study will help to identify contacts within existing coverage firms and will reach beyond the traditional coverage of the company to include ESG / Sustainability-focused analysts and portfolio managers.
The exercise will include discussions with analysts and PMs at both mainstream firms and specialized asset management organizations. This universe may include: