Sustainable Investing (ESG) (Values Based Investing):
A Predominantly Institutional-Led Trend Facing an Investor Backlash in the United States
Recently Released!!!
Date Published: May 14, 2025
Summary PowerPoint Deck: 320 Slides
Reference PowerPoint Deck: 1,169 Slides
The purpose of this research is to provide readers with a comprehensive understanding of sustainable investing (ESG) (values based investing), including environmental, social, & governance investing and impact investing, all of which are part of a historically rapidly growing market trend facing some recent headwinds. This research is part of Tiburon's specialized topics series that includes other trending topics.
This research starts with a context setting chapter and then addresses the key historical phases of sustainable investing (ESG) (values based investing), including:
- Socially Responsible Investing (SRI) Emergence Phase
- Environmental, Social, & Governance (ESG) Investing Emergence Phase
- Impact Investing Emergence Phase
- Packaged Products & Critical Judgement Phase
This research addresses the market growth and leading sustainable investing (ESG) (values based investing) firms.
This research addresses key businesses within sustainable investing (ESG) (values based investing), including:
- Environmental, Social, & Governance (ESG) Investing (Public Securities)
- Impact Investing (Private Funds)
This research addresses the key markets & distribution channels for sustainable investing (ESG) (values based investing), including:
- International (Non-United States) Markets
- Global Institutional Investment Management
- United States Wealth Management Firms
And this research makes several future predictions for sustainable investing (ESG) (values based investing), including:
- Increasing United States Investor Backlash to Sustainable Investing (ESG) (Values Based Investing)
- More Formalization of Sustainable Investing (ESG) (Values Based Investing) through Data Sources, Indices, Research, Ratings, Rankings, & Platforms
- Moderate Sustainable Investing (ESG) (Values Based Investing) Market Growth
- Potential for Renaming as Values-Based Investing
- Continuing Dominance of Environmental, Social, & Governance (ESG) Investing with Impact Investing Taking Share
- Continuing Dominance of International (Non-United States) Markets and Expanding Distribution in United States Wealth Management Firms

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