Inaugural standards issued by International Sustainability Standards Board (ISSB)
The Bottom Line: ISSB reporting standards covering sustainability-related risks and opportunities companies face over varying time intervals have the potential to achieve widespread adoption worldwide. International Sustainability Standards Board (ISSB), a unit of the International Financial Reporting Standards (IFRS), this week issued its inaugural reporting standards Following an intensive eighteen-month effort, the International Sustainability Standards… Continue reading about Inaugural standards issued by International Sustainability Standards Board (ISSB)
SRA Select Listing: ESG Integration Investment Funds-Q1 2022
Sustainable investors can establish cost-effective diversified portfolios of funds that pursue an ESG Integration investing approach aligned with their financial profile and risk tolerance (1). Summary Sustainable investors seeking to establish a diversified investment fund portfolio that pursues an ESG Integration investing approach, as defined and based on the criteria set out below, should consider… Continue reading about SRA Select Listing: ESG Integration Investment Funds-Q1 2022
Investment Company Institute (ICI) endorses first-time ESG Roadmap
The Bottom Line: Investment Company Institute (ICI) endorsement of a first-time ESG Roadmap represents another step forward in a process of clarifying sustainable investment strategies. Board of Governors of the Investment Company Institute (ICI) endorsed a first-time ESG Roadmap Last week, the Board of Governors of the Investment Company Institute (ICI), the US regulated funds… Continue reading about Investment Company Institute (ICI) endorses first-time ESG Roadmap
What are Publicly Listed Asset Managers Saying about Sustainable Investing During 2020 Earnings Calls?
The Bottom Line: “ESG is just an absolute necessity for any investment organization to be deeply engaged in,” according to Marty Flanagan, CEO, Invesco Ltd. What asset management companies are saying about sustainable (and ESG) investing? Based on publicly listed asset management company 1Q/2Q 2020 earnings calls/earnings announcement comments and Q&As. Coverage across large-to-small cap… Continue reading about What are Publicly Listed Asset Managers Saying about Sustainable Investing During 2020 Earnings Calls?
Sustainable Funds Reporting Round Up: April 2020
The Bottom Line: Recent sustainable fund annual or semi-annual report filings that disclose performance results and offer commentary on sustainable investment strategies, decisions and outcomes. Note of Explanation: The commentary appearing in this document represents excerpts taken from selected semi-annual and annual reports recently published by sustainable mutual funds and exchange-traded funds (ETFs). The intention… Continue reading about Sustainable Funds Reporting Round Up: April 2020
BlackRock’s Client Letter Raises Bar on Disclosures
BlackRock, in letter to clients, commits to greater transparency and disclosure that could, in turn, raise the bar for sustainable investment fund disclosures generally and stimulate the development of industry-wide definitions and standards Sustainable investing(1) may be reaching a critical juncture. Assets in mutual funds and ETFs in the US sourced to sustainable investing strategies… Continue reading about BlackRock’s Client Letter Raises Bar on Disclosures
Sustainable Funds Reporting Roundup: July 2019
The July edition excerpts 3/31/2019 and 4/30/2019 annual reports filed in June and July by VanEck Vectors Green Bond ETF, iShares MSCI KLD 400 Social ETF and Boston Common ESG Impact Funds, both US and International. The commentary appearing in this document offers excerpts taken from recently posted annual reports published by sustainable mutual funds… Continue reading about Sustainable Funds Reporting Roundup: July 2019
Improved sustainable reporting and disclosure could stimulate individual investor sales
Sustainable institutional investors dominate in Europe and the US According to data published by Eurosif in the latest European SRI 2018 Study that was released in November of 2018 , retail assets in Europe now account for 31% of sustainable investments, compared with just 3.4% in 2013 and 22% in 2015. At the same time,… Continue reading about Improved sustainable reporting and disclosure could stimulate individual investor sales