A new EU rule due to come into force later this year will require asset managers to take account of a client’s sustainability preferences. This will affect product strategy, reporting, and more.
The rise of ESG investing, to a large extent, boils down to an increase in the attention being paid to externalities.
I recently completed a short online course on Climate Change: the Science. Here are some thoughts on what I learned.
With SFDR starting to take effect from March 2021, ESG policy is top of mind for many investment firms. Collie ESG provides review and development services to help firms get ready.
This post links to an article in the latest edition of IPE, in which I set out some the key challenges around ESG reporting.
If an ESG program is to be more than a bolt-on, there has to be a genuine connection to the investment proposition of the firm. An asset management firm must ask itself: how does ESG relate to how we invest?
Investment firms cannot chase after every potentially interesting ESG idea. Judgment is needed about where to focus.
An asset management ESG policy should rest on three pillars: a sense of purpose, a demarcation of the limits of materiality, and a connection to the investment proposition of the firm. In this post, I look at the first of these: purpose.
Good culture makes for good companies – and good investments. Diversity is part of this: good culture, diversity and success are all interrelated, supporting each other.
An ESG beliefs exercise captures the collective view of the firm’s professionals and creates internal alignment; the beliefs should be known, accepted and applied across the organization.