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Smart Beta and ESG: Global research study

Promoting sustainability in smart beta investment strategies

In this study, we harness information and insights gleaned from interviews and survey responses from 85 investors with collective assets under management (AUM) of GBP 5.8tn. Our primary objective is to improve the market’s understanding of the emerging field of smart beta ESG – which we define as investment strategies that provide exposure to both smart beta and ESG criteria. We also shed light on investors’ general use of smart beta strategies and the use of ESG in manager selection.

Read the Smart Beta and ESG research study here.