News & Analysis
-
News
ShareAction decries ‘worst voting performance yet’ on environmental and social resolutions
Just 1.4% of shareholder resolutions tackling environmental and social issues received majority support in 2024
-
News & Analysis
Foresight Solar announces fee changes, succession plan and liquidity debate
Tony Roper will become chair of the trust in September this year
-
Video & Podcast
Green Dream with Evenlode’s Sawan Wadhwa: ‘It’s a good time for NZAM to review itself’
Evenlode’s head of stewardship explains the firm found the NZAMi framework useful to assess the transition plans of investee companies
-
Opinion
The art of saying nothing in corporate reports
Corporate reports present green promises but without proof of action or delivery. Francois Zagame writes for PA Future
-
PA Future Committee
AGM ballots: An unlikely DEI battleground
Castlefield’s Ita McMahon explains why DEI has become a topic of heated debate and looks at some of the emerging trends
-
News
FCA delays SDR implementation for portfolio managers
Asset managers taking ‘longer than expected’ to comply with SDR and the fund labelling regime
-
News
EU Commission delays SFDR revision until Q4 2025 in ‘simplification’ drive
Further details on the Omnibus package are also expected on 26 February, with implications for the future of SFDR
-
Regulation & Reporting
IA: Jargon remains a barrier to SDR adoption despite high adviser appetite
Advisers are ‘always’ speaking to clients about sustainability but jargon and lack of detail in fund documentation a concern
-
News
‘Be prepared to revisit regulation’ around stewardship efforts
Panellists at a recent IA forum discussed the proposed changes to the FRC UK Stewardship Code
-
PA Future Committee
Advisers maintain ESG commitments as industry evolves
There’s a disconnect between perception and reality on ESG, writes Nordea’s Pedersen
-
News & Analysis
Young people want to see authenticity around financial firms’ social claims
A firm’s approach to social justice influences young people’s decision on where to bank, invest and spend, report finds
-
Analysis
Shakeout: Resetting sustainable investors’ expectations
Dewi John takes a look at sustainable fund flows and the path ahead
-
News
Liontrust launches charitable foundation promoting social mobility and conservation
The board has selected an initial three charities with which to partner
-
Analysis
Tax transparency increasing but lacks depth of disclosure
Based on research into reporting trends conducted by GRI
-
PA Future Committee
Time to raise the bar on voting
Votes on Saba Capital’s proposals show how vital it is for shareholders to stand up and be counted
Data
-
Analysis
Relying solely on ESG scores ‘doesn’t ensure alignment with do no harm principles’
Exclusionary practices can complement and reinforce ESG integration strategies, according to the latest EDHEC report
-
Analysis
Investors set to progressively incorporate nature data into their decision-making process
Nature data architecture at the asset level is growing, according to an inaugural study from ISS STOXX’s Natural Capital Research Institute
-
Interviews
New Era: Worldwide mandatory adoption of nature framework is on our 2025 wishlist
Federated Hermes’ Lewis Grant discusses why ESG is more important than ever, and reducing waste and waistlines this Christmas
-
Opinion
From red scares to green flares: Using CIA Cold War tactics to unmask impact laundering
Francois Zagame says tools designed to counter Cold War propaganda have proven unexpectedly relevant in unearthing the ‘impact washers’
-
News
CDP and GRI to work on streamlining environmental disclosures
The two organisations aim to increase access to comparable data through environmental reporting
-
News & Analysis
Investors’ understanding of SDR still weak
Research in Finance finds the majority of private investors fail to understand SDR metrics
Climate & Planet
-
News & Analysis
Young people want to see authenticity around financial firms’ social claims
A firm’s approach to social justice influences young people’s decision on where to bank, invest and spend, report finds
-
News
EQ Investors expands MPS with Sustainable World launch
Dual mandate to achieve long-term capital growth while prioritising sustainability outcomes
-
News
BankInvest appoints EOS at Federated Hermes to provide active ownership services
EOS currently has £2.1trn in assets under advice globally
-
Themes
LGT Wealth Management launches partnership with NatureAlpha
Furthering LGT’s commitment to its Sustainability Strategy 2030
-
Analysis
Nature-based solutions ‘best way’ to reduce livestock emissions
Only 45% of climate-focused public funding goes towards nature-based solutions, according to FAIRR’s latest report
-
News
NatureAlpha appoints chief growth officer
Laura Segafredo will lead the firm’s index solutions and strategic initiatives
PA Future Committee
-
PA Future Committee
AGM ballots: An unlikely DEI battleground
Castlefield’s Ita McMahon explains why DEI has become a topic of heated debate and looks at some of the emerging trends
-
PA Future Committee
Advisers maintain ESG commitments as industry evolves
There’s a disconnect between perception and reality on ESG, writes Nordea’s Pedersen
-
PA Future Committee
Time to raise the bar on voting
Votes on Saba Capital’s proposals show how vital it is for shareholders to stand up and be counted
-
PA Future Committee
SFDR and SDR: Two paths diverging on sustainable finance?
Financial institutions operating across both regions must now contend with two parallel regulatory regimes
-
PA Future Committee
Decarbonisation engagement: How third-party managers are responding
Quilter Cheviot’s Gemma Woodward analyses firms’ net-zero targets – and identifies the priorities for engagement
-
PA Future Committee
Sugar withdrawal: Engaging with food companies on ultra-processed foods
Limited number of companies disclosing data or setting targets around sales of healthy foods