Regulatory frameworks are quickly emerging to standardize the reporting and disclosure of ESG metrics across as many as 140 jurisdictions around the world. The EU’s action plan for sustainable finance is...

Time is running out

With the upcoming deadline of the 4th November, 2022, the new SEC Marketing Rule requires firms to create composites around similarly managed portfolios for performance reference, even if...

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...

Time is running out to comply with the European Union’s (EU) new Packaged Retail and Insurance-based Investment Products (PRIIPs) reporting requirements, and adjust to new formats and content for preparing key...

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,...

ESG interest takes center stage

Despite investors and pension fund members wanting to know more about the environmental, social and governance (ESG) standards of the companies they invest in, exactly how this...

The 2008 global financial crisis sent shockwaves through the financial community, leaving market participants reeling and forcing many companies to overhaul long-held practices and processes. It also prompted...

As we begin 2018, I am reminded of the remarkable evolution that has taken place in the fund servicing industry in the decade following the market downturn. It’s hard to imagine the pre-crisis era when static...