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Leading systematic assessments among investment funds worldwide in 2023

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Sources

Release date

September 2024

Region

Worldwide

Survey time period

2023

Number of respondents

41 respondents

Special properties

Percentages calculated by ÌÇÐÄÆƽâ°æ based on the figures provided by the source.

Citation formats

Leading systematic evaluations among investment funds worldwide 2023

Published by K. Scholle, Feb 3, 2025

In 2023, integrated risk management was the leading systematic assessment method used by investment funds worldwide, with ** percent of funds adopting this approach. It was followed by climate scenario analysis, with nearly half of the funds implementing it. Other methods included sectoral analysis, stress testing, and portfolio testing.

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Topics

Institutional investors and ESG worldwideMutual funds worldwideInvestment fundsExchange traded funds (ETFs)ESG investing
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