Tag: ESG
Regulation in motion: Preparing for disclosure, oversight, and data-led supervision
Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.
SFDR in 2025: fixes, challenges, and what’s next
It doesn’t feel like five minutes have passed since the EU’s Sustainable Finance Disclosure Regulation (SFDR) first became applicable, particularly the product-level disclosures that took effect in January 2023. Expected changes to this framework should be finalized in 2025. Meanwhile, the UK’s ‘Sustainability Disclosure Requirements’ (SDR) framework has taken a different approach to disclosures. Despite […]
Tech in transaction reporting: new ID rules and ESG changes
Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.
Climate disclosure rule: implications of a Trump victory for the SEC agenda
Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.
MSCI ESG module in Style Analytics: Product explainer
MSCI SDGs scores measure corporate sustainability, guiding responsible investments globally. Measure and compare a portfolio's sustainability against the benchmark using MSCI SDG scores. Guide responsible investments with look-through data on 10,000 securities.
AIFMD II and SEC reforms: what to expect in 2024
Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.
ESG requirements and EU reporting: navigating the changes
Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.
Operations incorporating climate/ESG disclosures into your investment operations
As the first wave of UK large asset managers and asset owners publish their FCA mandated ESG SDR entity and product reports, lessons can be learnt from similar exercises in the EU.
As pressures mount, SEC finalizing its rule for companies’ climate-related disclosures
Global scientific consensus and domestic political interests compete for its attention The SEC’s forthcoming Final Rule, requiring climate-related disclosures by US companies, is placed here in the context of recent global climate developments. This provides some perspective on the pressures faced by the SEC, as it finalizes its much talked-about 490-page proposal. We conclude with some important action items for investment firms, who will rely on these disclosures for their sustainability investment analyses and compliance functions.
Why integrating ESG data and analytics into your risk and performance ecosystem is critical to staying competitive
As sustainable finance disclosure regulations bring focus on ESG data and analytics, more data is becoming available for investors to assess companies’ performances. This in turn is placing additional pressure on firms to produce accurate reports at a greater and greater scale. Institutional asset managers, fund administrators, custodians, third-party providers – essentially any firm with […]
ESG: As COP27 highlights climate urgency, notions of “sustainability” fracture
COP27, the UN’s annual climate change conference held this year in Egypt from 6 to 18 November with about 100 heads of state in attendance, can be seen as a microcosm of the challenges and debates that have plagued the concept of “ESG” or “sustainability” since those terms came into vogue several years ago. The COP27 […]
ESG Strategy: Think regulation, data, and budget
This blog was original published at Markets Media on October 7, 2022. Sustainable investing disclosures in the U.S. are currently governed by general fraud prohibitions in advertising and not by formally defined rules, apart from interpretive guidance issued by the SEC in 2010 about certain material impacts caused by climate change. In the absence of ESG regulations, investment managers […]
Charting a path to SFDR deadlines: Optimizing ESG and EET data collection, quality and reliability
The Sustainable Finance Disclosure Regulation (SFDR) is rapidly progressing towards the January 1, 2023 deadline, and the industry is in the process of managing and solving a variety of challenges. Here, we provide a brief timeline of the work that remains, discuss the challenges of the European ESG Template (EET) and ESG data, and the best ways […]
Key ESG strategy considerations
A Streamlined Approach to ESG Strategy ESG investing is at the forefront of the industry and with ESG-related regulations coming soon, having a streamlined ESG strategy in place is key for building and retaining competitive advantages. Demonstrable improvements in the breadth and depth of ESG information, tools and frameworks are evident throughout the investment management […]
ESG regulations take hold in Europe with other regions set to follow
The EU’s comprehensive sustainable finance action plan aims to mandate that companies integrate sustainability risks into their investment management and disclosure processes, including their impact on the market environment. Its goals are to: Companies are regulated under the Non-Financial Reporting Directive (NFRD) and soon the Corporate Sustainability Reporting Directive (CSRD), while financial products will be […]
Navigating ESG’s complex regulatory landscape
Amid growing demand from socially conscious investors, asset managers have worked tirelessly over the past decade to create ESG investment vehicles. While the pandemic heightened mainstream interest in ESG, the trend is projected to continue its acceleration as it has become widely recognized as a key value driver. With these developments, regulators the world over have naturally taken notice, […]