Isio assess asset managers and their funds using their sustainability integration assessments, a proprietary scorecard, covering five key areas: investment approach, risk management, stewardship, reporting and collaboration.
This survey reflects the overall results and key takeaways from these assessments, which assessed over 60 asset managers and 140+ funds in Isio's research universe. Despite recent sustainability backlash resulting in multiple withdrawals from climate initiatives and concerns around product labelling, levels of ESG integration remain strong across asset classes, with leading managers continuing to raise the bar.
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