Morningstar has released the results of its second annual Voice-of-the-Asset Owner Global Survey.
Last year, Morningstar Indexes and Morningstar Sustainalytics piloted an annual multi-phase global survey of asset owners designed to better understand their motivations, attitudes and challenges in the current environment, and they recently completed the first phase of their 2023 study, which consisted of direct qualitative conversations with 10 hand-selected asset owners.
Themes and conclusions include:
Major destabilizing influences on the global economy that were viewed as major threats a year ago — specifically, the war in Ukraine and its impact on energy markets — have now become the “new normal.”
All asset owners saw ESG considerations as financially significant, but a range of views on the relevance of impact objectives as goals were expressed.
Climate considerations are broadening and deepening beyond carbon to inclu
