ESG Data Market Dynamics Within Wealth Management

Aite-Novarica Group projects year-end 2021 global ESG assets under management to be close to US$40 trillion.

Boston, December 9, 2021 – Over the past few years, retail and institutional investors’ interest in ESG has grown exponentially, as has the ESG product set. However, corporate disclosure, while much improved, has not caught up. Global regulators across most of the world are playing catch-up with the EU in respect to ESG regulation. Amid this dynamic regulatory environment and shifting global client demand for sustainability, wealth managers’ demand for ESG data has picked up in recent years.

This Impact Report presents the ESG data vendor landscape and explores areas of improvement, the ESG regulatory environment, ESG data offerings for wealth managers, and merger and acquisition trends. It is based on 16 primary interviews conducted with technology and data vendors in the U.K., the U.S., and the EU, and ongoing dialogue with private banks, wealth managers, and core private banking technology vendors during Q3 and Q4 2021.

This 33-page Impact Report contains six figures and two tables. Clients of Aite-Novarica Group’s Wealth Management service can download this report and the corresponding charts.

This report mentions APEX, Arabesque, Avaloq, Bank of America Merrill Lynch, Beyond Ratings, BlackRock, Bloomberg, BMO, BNP Paribas Wealth Management, Caixa Bank, Callan, Carbon Disclosure Project, CDP, Citi, Clarity AI, Climate Disclosure Standards Board, Covalence, Deloitte, Deutsche Borse Group, Dow Jones, Equileap, Ethos, Euronext, EY, FactSet, First Affirmative Financial Network, FIS, Fitch Ratings, FTSE Russell, Global Reporting Initiative, Global Sustainable Investment Alliance, Goldman Sachs, HKEX, IHS Markit, IIRC, Impaakt, InvestCloud, ISS, J. Safra Sarasin, JP Morgan, LGT Private Bank, London Stock Exchange, Mercer, Moody’s, Morgan Stanley, Morningstar, mrate, MSCI, Nasdaq, OpenInvest, Orenda Software, Ortec Finance, Physis Invest, Pictet, Preqin, PwC, Refinitiv, RepRisk, RMS, Robeco Sam, S&P Global, Sancroft, Sense Folio, SIX Group, State Street Global Advisors, Sustainability Accounting Standards Board, Sustainalytics, Temenos, Trucost, TruValue Labs, Twitter, Vigeo Eiris, Whittier Trust, and

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