Morningstar reposted this
Last week, I had the great experience of moderating a panel on the evolving investor demand for ESG at IMpower Incorporating FundForum We had an engaging discussion on key trends and insights, including: 💡 The potential impact of regulations like the UK SDR on the fund landscape. 💡 Methods for selecting sustainability KPIs. 💡 Understanding the decisions and implications of exclusionary approaches. Some of the key takeaways from the discussion: 1️⃣ Don't expect many asset managers to change existing products to align with new labeling schemes. 2️⃣ The exclusionary approach you take has significant implications for selecting third-party managers. 3️⃣ Expect the market to continue focusing on products geared towards climate transition. Firms' engagement strategies will continue to play a major role in the success of this transition. Thank you to my panelists and Hortense Bioy, CFA, for kicking off with a great presentation on ESG fund flows and the evolving regulatory landscape. #fundforum #SustainableInvesting #morningstarindexes
It was a great panel, thank you Robert!