Considerations When Drafting an ESG 80% Policy
Coordination of disclosure, compliance, and marketing is critical when developing an ESG 80% Policy. Here are five potential approaches from K&L Gates to make it work.
February 14, 2022
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The CFA Institute (CFA) has published an exposure draft outlining proposed verification procedures for its Environmental, Social, and Governance (ESG) Disclosure Standards for Investment Products (the Standards) and requests comments...
September 22, 2021
SEC’s Gensler Previews Upcoming ESG Proposals
In a recent speech, SEC Chair Gary Gensler outlined the proposals that he has asked the SEC staff to develop related to ESG disclosures. He also discussed Commissioner Allison Herren...
August 02, 2021
CFA Institute Seeks Comment on Exposure Draft on Disclosure Standards for ESG Investment Products
The CFA Institute (CFA) is seeking comment on an exposure draft that outlines its proposed Environmental, Social, and Governance (ESG) Disclosure Standards for Investment Products (Standards). The purpose of the...
June 02, 2021
IAA Urges CFA Not to Proceed with ESG Product Disclosure Standard
The IAA has urged the CFA Institute (CFA) not to proceed with a proposed ESG disclosure standard for investment products (the Standard) because of the activity of multiple regulators in...
October 20, 2020
Commissioner Peirce Discusses ESG Metrics and Standards
SEC Commissioner Hester Peirce recently gave a speech in which she discussed her outlook on several issues related to environmental, social, and governance (ESG) investing. Regarding ESG-labeled investment products, Peirce...
September 23, 2020
New SEC Guidance on Adviser PPP Loans and Form ADV Reporting; SBA Clarifies that Hedge Funds, Private Equity Firms Not Eligible for PPP New SBA FAQ Focuses on Businesses Owned...
May 06, 2020