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sustainability beliefs Archives

When asset managers start talking to clients about their sustainability preferences, where will it lead?

  • bobcollie
  • February 11, 2021
  • Regulation
  • esginvesting, mifid esg, mifid sustainability, sustainability beliefs, sustainability preferences

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.

Meaningful beliefs are the first step toward effective ESG investing

  • bobcollie
  • September 1, 2020
  • Investment policy
  • beliefs exercise, ESG beliefs, ESG beliefs exercise, sustainability beliefs

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.

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