Trustmoore’s Post

Investors demand transparency in ESG reporting, seeking detailed insights into fund management. Trustmoore's solutions ensure clear and consistent reporting, aligning investments with values. 🔗 Read the full article on our ESG approach https://bit.ly/3Sc8PI9 #ESGReporting #InvestorTransparency #Trustmoore #SustainableInvestments

Do ESG Factors Help or Hurt Private Fund Returns? A New Report Has an Answer (via Institutional Investor): https://ow.ly/haiH50SFFBW #esg #esgnews #institutionalinvestor

What are the regulatory aspects of ESG funds you need to be aware of? The Sustainable Finance Disclosure Regulation (SFDR) has fundamentally changed the way fund operators in Europe look at sustainability within the market. But how have those in Europe adapted, and what are the challenges and opportunities they’re seeing after SFDR's implementation? Earlier this year, Clear Path Analysis held a roundtable in Frankfurt in conjunction with Clarity AI and 16 investment groups – including Aviva Investors, Aegon Asset Management, Columbia Threadneedle, and Union Investments – to understand the major themes impacting ESG investment, operations, and reporting. The discussion is now compiled in a new report called, “Effective ESG And Sustainability Investment Policies”. Here, Jess Foulds, ESG Strategy Director, Aviva Investors, and Christian Schuetz, Director, Investments / ESG, Golding Capital Partners, discuss fund compliance from a sustainability perspective. Read on below 👇 #fundoperations #esg #sustainableinvestment #policy #esgregulation #assetmanagement #roundtable #discussion #frankfurt

"Investors must have access to reliable ESG data and the freedom to use all available information in their investment process to maximize returns and minimize risks. To ignore ESG factors would be to ignore our fiduciary duty to clients." Read the latest from Trillium Asset Management CEO Matt Patsky: https://lnkd.in/ezWWgsst

SFDR continues to effect flows from funds Continued changes to fund classification see more ‘green’ funds abandoned in favour of semi-compliant ESG funds - but what does this trend mean for the industry? The continued uncertainty around possible consequences of mis-labelling funds has driven more investors and fund managers to leave ESG-compliant funds in Q1 2024 in favour of those that are either not compliant or only semi-compliant. This is according to new research from Morningstar, which showed that in the first quarter of 2024, flows into Article 8 funds rebounded and netted “€14 billion of new money after three quarters of outflows”, whilst others did not. “Article 8 funds are attracting money again after a year of redemptions, but they’re still trailing the rest of the market,” said Hortense Bioy, CFA, Global Director of Sustainability Research, Morningstar, and the report’s lead author. “While active ESG managers are licking their wounds, passive ESG investments continue to appeal to more investors.” #esgstrategy #sfdr #labelling #investmentoperations #assetmanagement #europeanfunds #sustainableinvesting #esg Read on for more 👇

Why has the world’s largest investor, Norges Bank Investment Management, called for greater transparency around ESG ratings? Hemma Visavadia looks at why they want ratings agencies to publicly disclose their methodologies and processes, and the benefits it will bring to the capital markets. #esgratings #corpgov #investors

Why has the world’s largest investor, Norges Bank Investment Management, called for greater transparency around ESG ratings? Hemma Visavadia looks at why they want ratings agencies to publicly disclose their methodologies and processes, and the benefits it will bring to the capital markets. #esgratings #irchat #investors

ESG Investing: The US Regulatory Perspective As companies increasingly encounter dialogue regarding environmental, social, and governance (ESG) factors, they and their investors and other stakeholders face the task of navigating the sometimes-contradictory web of regulations governing the world of ESG investing. Mana Behbin, Kelly Gibson and Elizabeth Goldberg, Partners at Morgan, Lewis & Bockius LLP, provide a summary discussion of the regulatory framework impacting ESG investing. #esg #esginvesting #esgregulations https://lnkd.in/dyTGhGCh

Wonderful and timely opinion piece by Trillium Asset Management CEO Matt Patsky on the value of ESG information to investors. "In a resource-constrained world, the understanding of the need for, and value of, sustainable business practices has become mainstream. Building profitable companies, and investment portfolios that seek long-term shareholder value, requires ongoing analysis of all major financial risks and opportunities." "Investors must have access to reliable ESG data and the freedom to use all available information in their investment process to maximize returns and minimize risks. To ignore ESG factors would be to ignore our fiduciary duty to clients." https://lnkd.in/guyZiK3D Ceres, Inc. Freedom To Invest Randy Rice Randi Mail Steven M. Rothstein Andrew C. Sara Sciammacco #sustainableinvesting #fiduciaryduty #ESG #investorvoicenetwork (IVN)