Responsible Investing Report

Examininig the extent to which environmental, social and corporate governance factors impact investors’ and advisers’ investment decisions

This report will help to understand:

Key ESG themes impacting the advice and consumer channels
Adviser views on how ESG-related events impact advice delivery
Awareness, use and appetite for ESG products
Tools, processes and resources used to identify ESG investments
The views of next wave users

$00,000

Multi-report package pricing also available

Enquire

Deliverables with syndicated reports

A comprehensive research report covered in 2 volumes (industry and competitor analysis)

A tailored executive briefing customised to the needs of your teams and leadership

A dedicated client analysis should you invite your own clients to take part in the survey

Three hours of additional analyst time to be used for deeper review in areas that you wish to learn more about

Ability to quote from the Report externally, subject to correct citation and our approval

Access to our reports via a secure digital client portal (DataHub)

Client Testimonial

Investment Trends research is an important component of Netwealth's prodcut development process. The research enables us to identify developing trends within the industry that allow us to make relevant judgements about the future direction of Netwealth and our product offering.

Matt Heine

Joint Managing Director, Netwealth Australia

BetaShares has partnered with Investment Trends for a decade to gain insight and understanding of the Australian ETF industry. We’ve found Investment Trends at all times to act with the utmost professionalism, integrity and, most importantly, to deliver deep and expert insight. We feel valued as a client and appreciate the relationship we have built.

Ilan Israelstam

Co-Founder, Betashares

The data Investment Trends provides gives us a real insight into our industry and it helps us understand how we can provide a better service and product offering to our clients. Indeed we look forward to the annual reports and often we will determine our following years strategy around the results.

Peter Cruddas

Executive Chairman, CMC

Investment Trends provides world leading research and analysis into client insights and industry themes. At IG we’ve valued their relationship and partnership for over a decade, using their services and key insights to assist in strategic analysis and decision making.

Kevin Algeo

CEO, APAC & Africa IG