{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5ca1-7489-b634-4f5c6d176926", "slug": "6bd7bf1c917770b7", "title": "BCG Investor Perspectives Series Q2 2023", "subtitle": "BCG", "author": "BCG", "pageCount": 25, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.681, "document": { "id": "019dd923-5ca1-7489-b634-4f5c6d176926", "slug": "6bd7bf1c917770b7", "title": "BCG Investor Perspectives Series Q2 2023", "rawTitle": "BCG Investor Perspectives Series Q2 2023", "authorId": "BCG", "authorName": "BCG", "authorDisplay": "BCG", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "BCG-Investor-Perspectives-Series-Q2-2023.pdf", "sourceUrl": "https://web-assets.bcg.com/9f/d6/b21f263a4953be285e294a43b82d/investor-perspective-q2-2023-230630-01.pdf", "sourceDate": "2023-06-30 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-23 20:51:28+00", "status": "ready", "pageCount": 25, "orientation": "landscape", "aspectRatio": 1.681, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/6bd7bf1c917770b7", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 25, "pagesIndexed": 25, "pagesWithImages": 25, "pagesWithMetadata": 25, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 165, "chartCount": 5, "metricSlides": 14, "toolMatches": 65, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 2, "beatMatches": 8, "loopMatches": 5, "patternMatches": 0, "storymakersMatch": true, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Onion", "slug": "onion", "status": "active", "bestFor": "Root cause analysis, diagnostics", "canonId": "019dd956-627f-76b1-b286-0c575846d572", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Surface Observation -> First Layer -> Deeper Layer -> Core Insight -> Implications", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "matchId": "019dd95a-0542-7728-a790-cd373766f1eb", "evidence": "Cover/context (p.1-2) -> exec summary (p.3-5) -> deeper findings by topic (p.6-15) -> ESG implications note (p.16); progressively peels investor priority layers.", "isPrimary": true, "confidence": 60, "extraction": { "at": "2026-04-29 13:07:28.977035+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } }, { "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "matchId": "019dd95a-0542-7728-a790-d1da3fc5900b", "evidence": "Macro structure of Facts (p.3-15) -> Implications (p.16) -> light Action (contact p.24); weak because no concrete recommendation phase.", "isPrimary": false, "confidence": 45, "extraction": { "at": "2026-04-29 13:07:28.977035+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "beats": [ { "to": 2, "arc": { "name": "The Onion", "slug": "onion", "status": "active", "bestFor": "Root cause analysis, diagnostics", "canonId": "019dd956-627f-76b1-b286-0c575846d572", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Surface Observation -> First Layer -> Deeper Layer -> Core Insight -> Implications", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "from": 1, "name": "Surface Observation", "beatId": "019dd95a-0702-74a3-87d9-7c9a9167a99c", "matchId": "019dd95a-0542-7728-a790-cd373766f1eb", "beatType": { "name": "Surface Observation", "slug": "onion-surface-observation", "status": "active", "canonId": "019dd9b8-0b39-73c0-b415-6c4cf34cc343", "version": 1, "description": null }, "evidence": "Cover plus survey methodology framing the pulse check", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. 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action titles, concrete percentages, and so-what callouts, but lacks a true Storymakers narrative arc; closest fit is The Onion (summary -> deeper layers -> implications) without a real recommendation/action stage.", "secondary_arcs": [ { "id": 11, "slug": "triple-take", "beats": [ { "name": "The Facts (What)", "end_page": 15, "evidence": "Survey findings and data charts dominate", "position": 1, "start_page": 3 }, { "name": "The Implications (So What)", "end_page": 16, "evidence": "ESG implication note frames meaning", "position": 2, "start_page": 16 }, { "name": "The Action (Now What)", "end_page": 24, "evidence": "BCG contact info as call-to-engage", "position": 3, "start_page": 24 } ], "evidence": "Macro structure of Facts (p.3-15) -> Implications (p.16) -> light Action (contact p.24); weak because no concrete recommendation phase.", "confidence": 45 } ], "images_inspected": 8, "slide_frameworks": [] }, "matchedAt": "2026-04-26 13:18:27+00", "slidesSeen": 25, "deckSummary": "BCG 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Note: For additional BCG perspectives on resilience, visit https://www.bcg.com/en-ca/capabilities/business-resilience. For BCG's views on macroeconomic topics, visit https://www.bcg.com/en-ca/bcg-henderson-institute/center-for-macroeconomics. ¹The average across 23 investor pulse checks was calculated using the percentage of investors that were bullish for the current calendar year at the time of each survey.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:52.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f22d6c1-afca-4616-b1cf-300123924e12", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.07, "x": 0.04, "y": 0.14 }, "kind": "legend", "text": "June 5–8", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:52.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6e8c91b-02ad-4bf5-85f5-724eb8d97968", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.51, "y": 0.2 }, "kind": "list", "text": "A similar share of investors (78%) expect inflation to remain elevated through at least the end of 2023. 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Note: SG&A = selling, general, and administrative. For additional BCG perspectives on resilience, visit https://www.bcg.com/en-ca/capabilities/business-resilience. For BCG's views on macroeconomic topics, visit https://www.bcg.com/en-ca/bcg-henderson-institute/center-for-macroeconomics. 1The average across 23 investor pulse checks was calculated using the percentage of investors that were bullish for the current calendar year at the time of each survey.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:54.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8bb69cf7-7894-4e86-9caa-09d916d9c097", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.04, "y": 0.21 }, "kind": "list", "text": "Investors' top priorities for the companies they invest in are to protect and grow their top line, while ensuring financial resilience, profitability, and cash generation.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:54.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a8ad565-6630-4553-8bae-3da94d3936ec", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.04, "y": 0.57 }, "kind": "list", "text": "Investors expect companies to balance continued investments for the medium term with longer-term growth and to deliver on shorter-term expectations, such as earnings guidance and analyst consensus.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:54.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50052448-02dd-4034-a948-032a872198d2", "parentComponentId": null }, { "bbox": { "h": 0.48, "w": 0.45, "x": 0.51, "y": 0.3 }, "kind": "list", "text": "An unclear growth strategy and outlook is a top-three reason for trapped value for 43% of investors. A lack of management credibility (for example, because of failures to meet expectations or guidance) is a top-three reason for 36% of investors. A lack of a clear and compelling investment thesis or inadequate investor messaging is a top-three reason for 30% of investors. Key risks such as excessive leverage is a top-three reason for trapped value for 33% of investors, while 32% flag potential macroeconomic, industry, or other secular headwinds. Only 10% of investors identify having business units that focus on new economy assets (such as, renewable or green energy, electric vehicles, or software-as-a-service solutions that provide outsized growth and upside potential but that represent only a relatively small portion of the overall company) as a common source of trapped value.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:54.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6efc8bda-5477-44ea-919e-248519432883", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.51, "y": 0.21 }, "kind": "list", "text": "When asked about companies' concern that they are undervalued and trading at a discount to their intrinsic value, investors noted several common root causes.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:54.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8eae7a53-85a7-4869-92d1-903450c27713", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.04, "y": 0.3 }, "kind": "list", "text": "Many investors (76%) rank growth and protecting the top line as a top-three priority for financially healthy companies, up from 63% in February 2023. A majority of investors (62%) choose building financial resilience and managing cash flow as a top-three priority for financially healthy companies (up from 55% in February 2023), and 34% highlight preserving or expanding gross margins (up slightly from 32% in February 2023). Only 25% and 20% of investors prioritize supply chain resilience and SG&A efficiency, respectively—somewhat less than in February 2023 (33% and 28%, respectively).", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:54.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fe7351a-1389-4817-82cb-15a054f87617", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.45, "x": 0.04, "y": 0.66 }, "kind": "list", "text": "Most investors (91%) consider it important to invest in business capabilities, compared with the series average of 89%. 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Note: ESG = environmental, social, and governance. For additional BCG perspectives on resilience, visit https://www.bcg.com/en-ca/capabilities/business-resilience. For BCG's views on macroeconomic topics, visit https://www.bcg.com/en-ca/bcg-henderson-institute/center-for-macroeconomics. ¹The average across 23 investor pulse checks was calculated using the percentage of investors that were bullish for the current calendar year at the time of each survey. ²BCG conducted a global survey of 540 investors in February 2023.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:52.949+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4125c409-d610-47c1-9cc0-91424fe4c33b", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.48, "x": 0.043, "y": 0.27 }, "kind": "list", "text": "More than half of investors (57%) support acquisitions... 76% of investors support exiting or divesting lines of business... Many investors (68%) agree that it is important for companies to pay dividends... only 37% want companies to aggressively repurchase shares... Investor support for fully pursuing or doubling down on ESG-related initiatives... has further declined, with 32% and 30% of investors, respectively...", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:52.949+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f55d9602-421a-4c49-9990-24da742e8d01", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Investor support percentage: 57%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:47:53+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb8-762a-a741-9ee7c714cd29", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.498, "x": 0.043, "y": 0.068 }, "kind": "title", "text": "Key insights from Q2 2023 pulse check (3/3)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:52.949+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "049f4831-c35f-4494-b8e8-24dc85e133ff", "parentComponentId": null } ], "metrics": [ { "metricRaw": "Investor support percentage", "numberRaw": "57%", "numberKind": "percent", "actionTitle": "Investors are increasingly conservative about capital allocation, especially for M&A and share buybacks", "calloutText": "Investors are increasingly conservative about capital allocation, especially for M&A and share buybacks.", "numberScale": null, "numberValue": 57, "metricFamily": "survey_sentiment", "numberCurrency": null } ], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. 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Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 45 } ], "loops": [ { "to": 15, "from": 13, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019dd95a-088b-72c8-b7e1-adf19b62c277", "evidence": "Three sequential slides show acquisitions softening (57%), dividends at series high (68%), ESG weakening (32%) - pattern of caution and shifting priorities.", "position": 5, "objective": "Show shifting investor preferences across capital allocation levers", "confidence": 70, "extraction": { "at": "2026-04-29 13:07:29.689431+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 16, "type": "setup", "title": "The slide uses a two-column layout to contrast the high-level commitment to ESG with the reality of its limited influence on day-to-day investment decisions.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 80, "componentCount": 8, "textChars": 1321, "nDataPoints": 3, "notes": "The slide uses a two-column layout to contrast the high-level commitment to ESG with the reality of its limited influence on day-to-day investment decisions.", "elementsJson": [ "headline_text", "bullet_list", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:45:54.525+00", "seconds": 3.876, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b634-4f5c6d176926/16", "deck": "/decks/019dd923-5ca1-7489-b634-4f5c6d176926", "deckAnchor": "/decks/019dd923-5ca1-7489-b634-4f5c6d176926#slide-16", "deckJson": "/decks/019dd923-5ca1-7489-b634-4f5c6d176926.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "While there have been significant shifts in asset allocation and increased ESG engagement, the results of this survey highlight that this strong commitment has not yet fully cascaded down the “rockface.”", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:47:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb8-762a-a742-c5b478a2dd9e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.04, "y": 0.92 }, "kind": "disclaimer", "text": "Source: BCG's investor pulse checks, March 2020 through February 2023 (n = 150) and June 2023 (n = 151). Note: ESG = environmental, social, and governance; SASB = Sustainability Accounting Standards Board.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:54.525+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99628a1e-8e63-4b5e-8ea9-5e91549b9913", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.04, "y": 0.63 }, "kind": "list", "text": "Only 7% of investors ranked climate and other ESG-related risks among their top three concerns. No individual ESG dimension was highlighted by more than 5% of investors as a top-three investment consideration.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:54.525+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e4bc488-152c-411e-b6c1-a7b77d661a0e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.52, "y": 0.3 }, "kind": "list", "text": "Most investors are focused on the long term. In select industries, ESG performance is central to the investment thesis. Strengthening standards like SASB should catalyze further embedding of ESG.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:54.525+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81fa3016-6887-45ad-a1d8-8550ca5b6024", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.52, "y": 0.2 }, "kind": "paragraph", "text": "These findings present a very important opportunity to further integrate ESG and sustainability into day-to-day investment decision making.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:54.525+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7aa577a6-6e8b-4c9f-a74f-278148d256c2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.04, "y": 0.2 }, "kind": "paragraph", "text": "Leading investment industry executives and institutions have highlighted their strong commitment to and focus on ESG and sustainable investing—ambitions that BCG is proud to support.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:54.525+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfa28b4c-1311-4907-8e55-0ce41a538648", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.45, "x": 0.52, "y": 0.66 }, "kind": "paragraph", "text": "BCG strongly believes that the importance of ESG as part of day-to-day investment decisions will increase significantly in the years ahead.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:54.525+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f999f896-6b1c-46dd-a406-ae43625a0c9e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "A note on the importance of sustainable investing", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:54.525+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c2446d4-141d-4565-b1b0-f0152b15fa5a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Core Message Extraction", "slug": "core-message-extraction", "status": "active", "bestFor": "Any slide that carries an argument or finding. 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