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    In previous issues of The Briefing Report

  • The Briefing Report

    See what topics have been covered in previous issues.


    Briefing ReportCurrent issue: July 2021
    What’s it all about anyway?; The EU’s ESG protectionism; ESG ETFs: worrying developments; Fund governance: ESG means changes; AIMA’s Guide to ‘allayship’; The EU’s new distribution directive: big changes; UK gives up on equivalence; G20 advances global corporation tax. Download the preview.
    Briefing ReportJune 2021
    Ground-breaking research: The first studies on the adoption of ESG business practices; In praise of the SFDR; Headline survey results; Fighting woke capital; The pros and cons of social investing; SEC freezes Cayman fund; Congress advances ESG & offshore jurisdictions disclosure bill. Download the preview.
    Briefing ReportMay 2021
    The growth of conservation finance; Service providers in the ESG era; The ESG wealth transfer boom; The fund industry’s diversity problem; Coming soon: racial audits? ESG fund boom keeps rolling; SIS expanded to include ESG functionality. Download the preview.
    Briefing ReportApril 2021
    Industry’s ESG adoption analysed; The US comes to the party; How should ESG be counted? Domiciliation research study highlights; ESG and fund domiciliation; Biden proposes a global corporation tax; The Channel Islands and the SFDR. Download the preview.
    Briefing ReportMarch 2021
    Bubble trouble; SFDR: What’s the goal?; SFDR: Any other takers? SFDR: No level playing field; ESG office of the future; Jersey launches plan for a sustainable future; AIFMD review; Reverse solicitation questioned; Equivalence gets political. Download the preview.
    Briefing ReportFebruary 2021
    Hedge funds beware; PE & ESG: getting ever closer; Diversity and fund boards: some way to go; Domiciliation: Now and ESG factor?; IQ-EQ launches Compass; Jersey launches fund for ‘a wilder world’; Dasgupta Review urges changes in approach to economics. Download the preview.
    The Briefing ReportTurn of the year double issue
    This time it really might be different: ESG growth forecasts; Is it a bubble and will it burst?; The fund industry’s ESG opportunity; The fund industry’s ESG threat; Service providers & ESG; What difference has the pandemic made?; Private equity comes to Ireland. Download the preview.
    Briefing ReportTurn of the year double issue
    This time it really might be different: ESG growth forecasts; Is it a bubble and will it burst?; The fund industry’s ESG opportunity; The fund industry’s ESG threat; Service providers & ESG; What difference has the pandemic made?; Private equity comes to Ireland. Download the preview.
    Briefing ReportNovember 2020
    UK to diverge from the SFDR; ESMA’s dangerous ESG strategy; Biden’s victory is a win for ESG; ESG: an opportunity and threat for service providers; $427 bn lost to tax abuse each year; Wind farm company criticised for its offshore connections; ESG dropped from 401 (k) plans in the US. Download the preview.
    Briefing ReportOctober 2020
    EU relents on ESG deadline; ESG Service Provider Survey; Regulation isn’t the answer; ESG, Impact and SRI: what’s the difference?; Fund domiciliation up-ended?; The CP86 review is out; Cayman is off the EU blacklist; The LSE goes carbon neutral Download the preview.
    Briefing ReportSeptember 2020
    ESG impact special:Managers’ business practices; Fund domiciliation; Fund governance; The greenwashing problem; Fund domiciliation choices for US managers; TCall to delay EU’s sustainable investment rules; Canadian allocations to fossil fuel companies; New EU liquidity rules. Download the preview.
    Briefing ReportAugust 2020
    A good year, to date; Time to spilt up?; Catching up in the US; Offshore jurisdictions & transparency in the ESG era; Report says ESG confusion harms investors; ShareAction’s Summer 2020 report on asset managers’ approaches to climate change.  Download the preview.
    Briefing ReportJuly 2020
    Asset manager ESG ratings?; Should ESG funds short?; Offshore and ESG can go together; Covid-19, ESG and mental health; US institutions ramp up action on climate risk; Big changes with Cayman’s new private funds law; EU-UK equivalence: now in doubt too. Download the preview.
    Briefing ReportJune 2020
    Social investing: the next boom?; Mapping the market for social investing; Asset management ESG rankings; Fund managers: time for diversity?; New EU climate change rules; Move to block tax avoiders; Singapore competes as an international fund domicile. Download the preview.
    Briefing ReportMay 2020
    Changing ESG priorities; Pension funds’ social activism grows; ESG transparency; ESG ratings and Covid-19; Fund domiciliation debate; New data shows asset management industry is failing to provide the information investors need on ESG; EU regulation on low carbon benchmarks. Download the preview.
    Briefing ReportApril 2020
    Covid-19: Good or bad for environmentalism; Short the shorters?; Fund domiciliation: big changes ahead this decade?; Good ESG ratings help in the crisis; Advice on economic substance during the crisis; EU consultation on ESG disclosure; Italian debt crisis coming. Download the preview.
    Briefing ReportMarch 2020
    ESG and the Coronavirus; Our crisis media output; Gender diversity hypocrisy; ESG and the market crash; The Briefing Report holds its first ESG debate in New York; GSAM insists on female board members; SEC to consider fund naming rule changes due to ESG rise; BEPS and Luxembourg. Download the preview.
    Briefing ReportFebruary 2020
    Asset managers’ ESG standards: improvement badly needed; Cayman blacklisted by the EU; Fund industry ESG evaluations; ESG rating methodologies; Why is Cayman really being blacklisted?; Forced disclosure considered in the UK; EU’s taxonomy for classifying green investing this year. Download the preview.
    Briefing ReportJanuary 2020
    Welcome to The Briefing Report; A brief history of ESG; ESG’s impact on the industry; Manager ESG ratings; Sustainable asset managers?; Amundi updates its ESG research; Vanguard bucks the ESG trend; ESG for NY’s State Common Retirement Fund.  Download the preview.