Research | A practitioner guide for asset managers and asset owners to assess clients’ and beneficiaries’ sustainability preferences
A practitioner guide for asset managers and asset owners to assess clients’ and beneficiaries’ sustainability preferences

A practitioner guide for asset managers and asset owners to assess clients’ and beneficiaries’ sustainability preferences

18 September 2023

This report is a practical guide for asset managers and owners to assess clients’ sustainability preferences. It introduces research questions based on contextual settings and presents general guidelines for conducting surveys and experiments. The report also includes key findings and insights for financial institutions and regulators to adapt to energy transitions.

 

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