ISS | Institutional Shareholder Services的动态

“To drive the next phase of ESG adoption, we need to prove its materiality in a language that’s common to investors of all types.” https://spr.ly/6040s3K8j Morningstar CEO Kunal Kapoor addressed an audience of institutional investors and asset managers this week at #MSIS24 in Amsterdam. In his latest blog, he discusses how the industry's ESG disputes have complicated its investor-centered story and shares three ways to refocus investors on the data that matters most. Check it out!

With constant regulatory changes, emerging ESG requirements, and a fluid market environment, you need a solution that enables you to monitor your investments and make asset allocation and risk management decisions quickly. Clearwater Analytics LPx Clarity provides transparency from detailed private asset data. Supporting with key functions, such as: - Look-through into your funds to understand exposure and concentration risk - Monitor the J-curve of investments - Understand underlying investment exposure - Predict capital calls Click on the link below or message me if you want to learn more about Clearwater's solutions for alternative investments. https://lnkd.in/ezFfdGD6 #alternativeinvestments #privatedebt #privateequity #alternativeassets #fundlookthrough #alternativeinvestments #SaaS

Our ESG tech platform empowers private equity firms across the ecosystem. Streamline due diligence, enhance risk management, and drive portfolio performance. Aggregate and analyse ESG data, benchmark against peers, and ensure custom reporting and compliance. Seamlessly integrate sustainability into investment strategies, engage stakeholders, and quantify impact for a competitive edge in responsible investing. Visit here to see what we can do for you: https://bit.ly/4aYnezq #myConsole #ESG #PrivateEquity #Data

“To drive the next phase of ESG adoption, we need to prove its materiality in a language that’s common to investors of all types.” https://spr.ly/6047sK0bL Morningstar CEO Kunal Kapoor addressed an audience of institutional investors and asset managers this week at #MSIS24 in Amsterdam. In his latest blog, he discusses how the industry's ESG disputes have complicated its investor-centered story and shares three ways to refocus investors on the data that matters most. Check it out!

“To drive the next phase of ESG adoption, we need to prove its materiality in a language that’s common to investors of all types.” https://spr.ly/6042sXkuw Morningstar CEO Kunal Kapoor addressed an audience of institutional investors and asset managers this week at #MSIS24 in Amsterdam. In his latest blog, he discusses how the industry's ESG disputes have complicated its investor-centered story and shares three ways to refocus investors on the data that matters most. Check it out!

?? We will attend the Irish Funds Annual Global Funds Conference in Dublin on May 23.?? ? Step by our booth and learn more about our daily-updated ESG risk solution:? ? - Integrate ESG risks into investment analysis across asset classes? - Leverage fast-moving risk signals and metrics to generate alpha and flag security price risks? - Conduct negative- and norms-based screening of any investment universe, shortlist, or portfolio? ? Our Senior Business Development Executive Maryse Gordon and Business Development Executive Barry White are looking forward to chat with you!? ? #ESG #RiskData #AssetManagement #IFConf24?

“To drive the next phase of ESG adoption, we need to prove its materiality in a language that’s common to investors of all types.” https://spr.ly/6044sTBle Morningstar CEO Kunal Kapoor addressed an audience of institutional investors and asset managers last week at #MSIS24 in Amsterdam. In his latest blog, he discusses how the industry's ESG disputes have complicated its investor-centered story and shares three ways to refocus investors on the data that matters most. Check it out!

“To drive the next phase of ESG adoption, we need to prove its materiality in a language that’s common to investors of all types.” https://spr.ly/6040Sthej Morningstar CEO Kunal Kapoor addressed an audience of institutional investors and asset managers this week at #MSIS24 in Amsterdam. In his latest blog, he discusses how the industry's ESG disputes have complicated its investor-centered story and shares three ways to refocus investors on the data that matters most. Check it out!

???ONE group solutions?-- latest?Regulatory?Client Update, online now: https://lnkd.in/dBg_3RZM ?? The European Securities and Markets Authority (ESMA) has released its final report on the guidelines on funds’ names using #ESG or #sustainability-related terms (the “Guidelines”), which also include a minimum investment threshold and qualifying criteria for different categories of ESG- and sustainability-related terms. The purpose of these #Guidelines is to ensure that fund names using ESG- or sustainability-related terms are fair, clear and straightforward. #ONEteam #onewithyou #compliance #investorprotection #regulation Tobias Ettlin

Invesco Advisers, Inc. has been hit with a hefty $17.5 million penalty by the SEC due to misleading ESG claims. From 2020 to 2022, Invesco inaccurately reported that up to 94% of its assets were ESG-integrated, when, in fact, they included passive ETFs that did not meet those standards. The SEC also noted the lack of a formal internal policy on ESG integration, which added to the confusion. This case serves as an important reminder of the need for transparency when communicating with clients, especially as terms like "ESG" gain more traction in the investment world. Acting Director of SEC’s Enforcement Division, Sanjay Wadhwa, stressed that exploiting these trends can undermine trust and credibility. Invesco has agreed to pay the fine and accepted a censure, though they neither admitted nor denied the findings. What are your thoughts on this? How can asset management companies ensure that their ESG claims are both accurate and meaningful? #ESG #Compliance #AssetManagement #FinancialServices #SEC #Sustainability