The notion of diversity has evolved and become significant for anyone who has been underrepresented, and women are no different. To me, embracing equity means being aware of and accountable for the reality of gender bias and avoiding the tendency to think in that vein of gender stereotypes.

Thriving in a shifting landscape means managers must create meaningful composites to ensure fair presentation, consistency, & comparability of performance

As we leave 2022 behind and 2023 begins, make sure you didn’t miss a thing last year with this recap of our top insights.

Sustainable finance disclosure regulations bring focus on ESG data & analytics, placing additional pressure on firms to produce accurate reports at scale.

Liquidity Risk Spotlight: Inflation & interest rate spikes can cause serious market dislocations & liquidity crunches & regulators worldwide have noticed.

COP27 can be seen as a microcosm of the challenges and debates that have plagued the concepts of ESG and sustainability since those terms became commonp…

Investment managers considering offering ESG strategies need to establish an effective ESG framework and implement a tailored solution with regulation…

The new SEC Marketing Rule is accompanied by a detailed, 430-page release & requires advisers to adopt the entire rule all at once by November 4, 2022.

Realistically, E.U. regulatory efforts addressing ESG data (or indeed such efforts anywhere else) face a substantial road ahead before they become effective.

SFDR is progressing towards the 1/1/23 deadline & the industry is in the process of managing & solving a variety of challenges. Here, we provide a brief…

Conversations with firms, fund admins and attorneys have ramped up as the industry prepares for the EU’s new PRIIPs reporting requirements by Jan 1, 2023.

Where do the ESG regulatory reporting regimes stand today? And what impacts will they have for market participants and investors?