“The Future of Emerging Markets Investing” – OFI Global and Greenwich Associates – April 2017

In April 2017 Greenwich Associates and OFI Global Asset Management, an OppenheimerFunds company, published a new study.  It presents the results of a survey of institutional investors in emerging markets, asking them “how emerging market investing has changed and how they expect the asset class to evolve in the next decade.”  The survey was conducted from November 2016 to February 2017, primarily of US institutional investors: “37 corporate pensions, 32 public pensions, 25 endowments/foundations, and 15 defined contribution plans, as well as representation from the ranks of union plans and investment consultants.”

The report presents these investors’ attitudes towards active management, allocation, concerns (risks) and evolution of the economy in emerging markets as well as ESG integration into the emerging markets asset class.

You may read more on the OFI Global internet site, where you can also download the full report.

“Non-Financial Performance May Influence Investors” – EY – April 2017

In 2017 EY published the third edition of its biennial study of global investors’ attitudes towards environmental, social and governance (ESG) reporting.

The executive summary of the report explains:  “(t)he question we continue to seek to answer is whether ESG information is, ultimately, influencing investor decisions. In each of the last three years, research undertaken by EY has documented an expanding role of ESG factors in the decision-making of investors around the world.”

The third edition of the survey is entitled, “Is your nonfinancial performance revealing the true value of your business to investors?  Tomorrow’s investment rules 2017.”

On the Climate Change and Sustainability Services page of the EY internet site you can read more and download the report.