This 2017 survey was initiated to better understand current CFA Institute member perceptions concerning ESG issues and data, as well as how members use such information in their investing processes and decisions.
On 9 May 2017, 47,208 CFA Institute members that are portfolio managers and research analysts were invited via email to participate in an online survey. The survey closed on 23 May 2017. 1,588 valid responses were received, for a response rate of 3% and a margin of error of ± 2.4%..
Similar to responses in 2015, 73% of survey respondents take ESG issues into account in their investment analysis and decisions, with governance being the most common issue they consider.
Learn more about our ESG initiatives:
- Read Promoting Responsible and Sustainable Investing: CFA Institute ESG and Sustainability Initiatives (PDF)
- Download our guide for ESG integration ESG in Equity Analysis and Credit Analysis (PDF)