Best Research Ideas

ESG’s Increasing Global Impact Across Asset Management

Environmental, social and governance (ESG) momentum across the global asset management industry is accelerating. Jefferies analyzed several ESG-related topics, including the factors behind global investor demand, the growth outlook, regulatory framework, early winners and other issues. Recent market and macro uncertainty has potentially accelerated some of these trends. YTD flows into ESG funds globally are on pace for more than 2x 2019, and the firm’s favorite ideas are BLK, KKR and PGHN.

Daniel Fannon, Tom Mills, Gerald O'Hara - Jefferies Diversified Financials Research