This study was conducted to understand how insurance companies use information about environmental, social, and corporate governance (ESG) matters in their investment decision making—particularly when assessing fixed income investments.

Research Advisory

This study of insurance investment decision-makers was conducted by the research advisory team at iResearch Services to examines firms’ investment practices and the quality and suitability of the information for fixed income investors, among other topics.

Survey & Analysis

Survey Responses

Countries

Billion USD Revenue & above

Methodology

Telephonic Interview
Telephonic Interview
Online Survey
Online Survey

Key Takeaways

50%-75% of asset management is outsourced i.e. general account assets are managed by a third-party asset manager.

40% of insurance companies usually examine ESG information informally, on a case-by-case basis, when making investment decisions.

37% of insurance companies usually conduct a structured, methodical evaluation of environmental and social impact statements and disclosures.

43% of the Chief Investment Officers believe that independent insurance rating agencies consider their firm's use of ESG information when preparing the firm's credit rating.

70% of the life insurance companies believe that over the next several years, there will be an increase in the use of ESG information in investment management.

54% from the USA, 47% from Canada and 58% from Bermuda's executives believe that their firms will usually conduct a structured, methodical evaluation of environmental and social impact statements and disclosures practices for evaluating environmental, social impact, and corporate governance information when making investment decisions about fixed-income assets.