ESG | The Report

Socially Responsible Investment

New Research: Thematic Funds Incorporate ESG Criteria

UK: While thematic funds have seen strong inflows over the past four years – with assets quadrupling from less than $150bn in 2017 to over $600bn as of August 2021 – only 7% are estimated to be incorporating ESG in stock selection or index construction, according to the index provider. Thematic funds investing in the […]

ESG disclosure standards laid out by CFA Institute

Charlottesville, VA: The CFA Institute has published its first ESG disclosure standards for investment products. The association for investment professionals said the voluntary standards will provide investors with information about how investment products align their objectives, investment processes and stewardship activities with ESG considerations. … Margaret Franklin, president and chief executive of the CFA Institute,

Private Equity Funds offering new ESG standard

London, UK: Ahead of the COP26 Climate Change Conference, the BVCA Limited Partner Summit examined how institutional investors are obtaining and measuring environmental, social, and governance data from their private equity holdings and asset managers. Bill Prew, CEO of INDOS Financial, a JTC Group company, sat down to moderate the session with leading names in

Scroll to Top