ESG Data Supply Survey (1 minute to complete)
Substantive Research has been mapping the research provider universe since January 2015 for over 70 asset managers in Europe and the US. The ESG research and data market is where this map has been evolving most quickly in response to needs and available budget from investors.
Whilst there are a handful of incumbents in the ESG data market, the market place is opening up to a large number of new entrants offering data supply in a range of different areas of the ESG universe. Our ESG Discovery Database has already highlighted new launches designed to address the buy side’s current frustrations with the existing landscape. We often hear from clients that their data requirements are not being met by their existing ESG data providers.
In order to ensure that our ESG mapping messages are insightful and actionable, we have been conducting a short survey amongst our asset management clients that seeks to collate their underlying data needs and requirements. It has been a fascinating process with great response, so we have opened this up to any buyside firms interested in participating. All participants will receive a full report on the survey and the key takeaways.
Are you a HF or Long Only investor?
Which asset classes do you invest in?
Please indicate which category your AUM applies to:
Do you plan to increase your spending on ESG data in the next 12 months?
Do you already use external ESG data providers?
If so, how many?
What proportion of the ESG data, ratings and analytics are already generated from internal processes vs externally provided?
less than 50%
More than 50%
Are your data providers largely aligned with your investment strategies and your clients' mandates?
If you answered NO to the above, what do you consider the main weakness of ESG data that you currently subscribe to?
Inconsistency (e.g. lack of time series, management changes, M&A)
Lack of clarity in data interpretation of unstructured data
In developed markets which of the following areas is demand not being met by the current data suppliers?
Mega trends (e.g. biodiversity, social inequities)
In emerging markets which of the following areas is demand not being met by the current data suppliers?
More transparency/information disclosure
Climate commitments/Paris climate agreement
Do your data providers incorporate current industry leading benchmarks/frameworks in their data/research?
To what extent will your firm be ready to comply with the EU taxonomy which is being introduced later this year?
Out of scope
Are you actively looking for alternatives to existing providers?
Please highlight an ESG provider who you have found most useful in the past 12 months:
Can you give some context as to why?
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This form was created inside of Substantive Research.