Importance of ESG factors when investing in financial services

Provided actionable insights and evaluated ESG perceptions and their impact on sectors and investment decisions
Assessed demand generation in ESG investing

We identified and reached out to the respondents, based on the abovementioned criteria. The following are the high points of the criteria and approach we adopted to obtain the required insights:
Criteria adopted:
- A survey was conducted of ICI member companies in the US
- Sample size was 300; 100 each in the FSI, tech and healthcare sectors
- 30% from C-suite or senior management and 70% from manager/supervisor roles
- Must have made an FSI, tech or healthcare purchase in the past year
Approach adopted:
Initial desk research:
- Developed an understanding of the sector’s ESG climate
- Assisted in the initial designing of the questionnaire
Data collection:
- Programmed an interactive 15-minute online survey for customers
- Delivered high-quality fieldwork within the stipulated timelines
Data analysis and reporting:
- Basic statistical analysis, charts and graphs showcasing the findings of the survey in terms of the companies’ understanding, perception, participation and expectations relating to ROI
- Key survey results in PPT format

Helped the client understand ESG perceptions and their impact on sectors and investment decisions.
- Assessed demand generation in ESG investing
- Delivered actionable insights, enabling the client to understand how different sectors perceive ESG and its impact on their investment decisions
- Helped client evaluate which sectors stand to gain the most in achieving their long-term ESG-related investment goals
- Provided insights on how sustainable investing offers a number of benefits – from financial returns to helping the planet and society

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