Who’s Using Who for ESG: A Buy-Side Analysis

With the range of data, analytics, and research provided, firms are investing in ESG data operations.

February 23, 2023 – The environmental, social, and governance data, analytics, research, and ratings needs of buy-side institutions continues to evolve and expand as new products are launched to the market and regulatory reporting requirements expand across major financial jurisdictions. Many buy-side firms have turned to third parties for provision of data, scoring metrics, and deeper analytics and reporting to meet the host of needs across investment, risk, operations, and compliance requirements.

This Impact Brief is part of a series of research reports that focuses on the use of these ESG vendors and highlights the major trends and usage of the evolving vendor community. It is based on Aite-Novarica Group’s analysis of responsible investment and stewardship reports published by asset managers and asset owners, combined with data from Aite-Novarica Group’s survey of 80 buy-side institutions across Europe, North America, and the Asia-Pacific between 2021 and 2022.

Clients of Aite-Novarica Group’s Capital Markets service can download this report.

This report mentions 427, AXA Investment Managers, Beyond Ratings, Bloomberg, BlueBay Asset Management, BoardEx, BMO Asset Management, Broadridge, Carbone 4, Credit Suisse, Ethical Screening, FactSet, FTSE Russell, Fulcrum Asset Management, Glass Lewis, GRESB, Iceberg Data Lab, IIAS, Impact Cubed, ISS, IVIS, Minerva Analytics, Moody’s, Morningstar, MSCI, Proxinvest, Proxy Insight, Refinitiv, RepRisk, S&P Global, Sustainalytics, Truvalue Labs, Urgentem, V.E., Verisk Maplecroft, and ZD Proxy.

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