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

RISK WARNING
The value of investments, and the income from them, can go down as well as up and you may get back less than the amount invested.

The views and conclusions expressed in this communication are for general interest only and should not be taken as investment advice or as an invitation to purchase or sell any specific security.

Any data contained herein which is attributed to a third party ("Third Party Data") is the property of (a) third party supplier(s) (the "Owner") and is licensed for use by Standard Life Aberdeen**. Third Party Data may not be copied or distributed. Third Party Data is provided "as is" and is not warranted to be accurate, complete or timely.

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**Standard Life Aberdeen means the relevant member of Standard Life Aberdeen group, being Standard Life Aberdeen plc together with its subsidiaries, subsidiary undertakings and associated companies (whether direct or indirect) from time to time.