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In today’s briefing:

  • Trial and Error Continues for Investment Managers to Enhance Disclosure for Resuming ESG Fund Sales

Trial and Error Continues for Investment Managers to Enhance Disclosure for Resuming ESG Fund Sales

By Aki Matsumoto

  • While investment managers spend money on expanding their ESG investment systems and disclosures in preparation for the FSA’s guidelines, they expect the business of ESG funds to continue to grow.
  • It’s desirable for investment managers to disclose qualitative and quantitative information, recognizing the need to incorporate ESG factors into their investment decisions and to show that results are being achieved.
  • Some investment managers are redefining ESG funds to incorporate ESG factors beyond ESG integration, and this trial-and-error process will continue as investment managers position ESG investment trusts as key products.

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