See what topics have been covered in previous issues.
Current issue: March 2023
Political backlash against ESG grows; Environmental Investment Monitor; ESG: manager U turn? The SFDR: badly timed, complicated and confusing; Time to invest in forests; IFI Global's podcast library has launched; Domicile service provider listing.
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February 2023
Time to invest in water? Tokenisation & sustainability:the future? Bullish ESG survey from PwC; Not a good year; Establishing ESG Empiricism; IFI Global Webinar: Raising Capital in Europe, what private capital fund managers need to know.
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January 2023
The biodiversity crisis; All over the place? ESG backlash in the US; L even 2 SFDR at last; No conformity on climate change investing; Bridgewater moves in on sustainability; SFDR problems; SIS expanded to include ESG functionality.
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November 2022
Where next for ESG; Sustainable investment sector report; The transition finance craze; ESG Report’s service provider survey; IFI Global's podcast is launching; ESG fund flows: a mixed picture; Domicile service provider listing.
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October 2022
Sustainable Investment Monitor; Time to bury ESG; Crypto and ESG; Research on service providers’ ESG capabilities; Positive ESG flow data; BlackRock attacked in Louisiana; AIFMD service providers; Domicile service provider listing.
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September 2022
The energy crisis and sustainability; A sustainable investment tracking service; The pros and cons of Climate VaR; The prospects for green bonds; Crypto going green? Saudi Public Investment Fund to issue green bonds; The future of the international fund centres.
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August 2022
ESG contradictions; Energy optimism for a change; Good news from the US; Goldman Sachs’ forecast for European energy; SIS expanded to include ESG functionality; Insig AI analysis shows FTSE 100 companies are not up to scratch on climate disclosures.
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July 2022
ESG problems emerge; The EU’s shock ESG U turn; Supreme court neuters the EPA; The Russian elephant in the room; Emission reduction in ESG investment schemes; Emission reduction investing report; SIS expanded to include ESG functionality; IFI Global launches FSI for the US.
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June 2022
BlackRock U turn; DWS: by no means unique; Ukraine’s impact on ESG; A more sophisticated measure of climate risk on portfolios? Emission reduction investing report; Short selling as a tool to achieve ESG goals.
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May 2022
Sustainability must go vertical; What the market correction means for ESG ETFs; ESG is 3D investing; Energy security and ESG; IEA May Report on renewables; Oxford University and the Bank of America to tackle climate change; IFI Global launches the Risk Governance Forum.
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April 2022
Tracking pension fund allocations; Disinvestment disappointment; A renewable bubble? ESG and directors’ liabilities; Shell directors sued for 'failing to prepare company for net zero'; IFI Global launches the Risk Governance Forum; SIS expanded to include ESG functionality.
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March 2022
What does Ukraine mean for ESG? Net zero postponed; ESG course correction; Pension fund investing; Renewable investing boom ahead; SIS expanded to include ESG functionality; The fund industry’s Archilles’ heel; Texas forces ESG clarification from investors.
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February 2022
Institutional ESG allocations: where are they going? Categorisation & performance problems; The booming ESG debt market; The booming ESG debt market; ESG regulation in the US; SIS expanded to include ESG functionality.
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January 2022
This time its different; PE & ESG: growing ever closer; The ETF boom in ESG: signs of a bubble? ESG reporting transparency; The growing importance of environmental reporting; Institutional investors increasing their focus on ESG.
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November 2021
Renewables: not good enough; COP26: success or failure? Investor appetite for renewables; Sustainable investing: investors views; More on the SFDR; AIFMD II at last; SIS expanded to include ESG functionality.
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October 2021
ESG standardisation needed; ESG’s ETF boom: cause for concern? The economics of decarbonisation; Net zero is a pipe dream without total inclusion; Japan to introduce ESG considerations for foreign reserves; UK index funds should be required to report proxy votes for ESG.
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September 2021
Sustainable investing: who benefits?; ESG is fuelling the PE boom; Service providers’ ESG adoption; Sixth IPCC Report published; Only a third of UK managers approved for ESG standard; Ogier launches tool to get managers ‘climate ready’; ESG assets on track to exceed $50 bn.
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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.
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June 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.
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May 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.
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April 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.
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March 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.
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February 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.
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Turn 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.
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Turn 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.
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November 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.
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October 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
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September 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.
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August 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.
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July 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.
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June 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.
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May 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.
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April 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.
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March 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.
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February 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.
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January 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.
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