The Great British Sustainable Savers Census

Insights For Asset Managers

Our new census of 6,000 people provides unique insight into investor attitudes around sustainable investments. The report aims to inform platforms, asset managers, pension providers and banks about the sustainable interests, attitudes and plans of investors, pension holders and savers. It also includes detailed feedback from advisers on their plans to integrate sustainable investing and what challenges may arise for them.


Key stats at a glance

                                                                                                                                                                               

Asset managers have improved access to sustainable funds and are doing more to screen funds on ESG (Environmental, Social and Governance) factors. However, asset managers have a role to provide more information for consumers and advisers – they want to see the outputs, the impact, and the consequences.


This report has been designed to help asset managers...

  • Develop their sustainable investment proposition for both end investors and advisers
  • Understand what to prioritise to meet market requirements and support advisers in their ESG conversations with clients
  • Develop funds that not only meet the range of investor priorities but also communicate these effectively – fund names are vitally important

Price: £8,000 + VAT 

This cost includes:

  • Full report,
  • All underlying data,
  • Bespoke webinar for your firm to walk through the findings and take questions.

  

Our 6 consumer segments

Our consumer segmentation can help asset managers to explore the range of investor priorities and develop funds that meet this range.

  

 

Most investors say it’s important for fund managers to offer sustainable investments

We asked …

Sustainable investing means investing in companies in a way that contributes to environmental, social and economic sustainability e.g. investing in climate action, tackling social injustice and building a fairer economy. How important is it to you that a fund manager offers sustainable investment options?


Fund names are vitally important but create the potential for misunderstandings

We asked …

Below is a list of different funds. Based on the names of the funds, please select what your expectations would be for what is included or excluded from each of them

   

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