BlueMark and Morgan Lewis publish report on “Making Sense of Sustainable Investing”
BlueMark and Morgan Lewis Publish Whitepaper for Sustainable Investors on Best Practices for Complying with Financial Regulations and Aligning with Industry Standards
Asset managers today must address an ever-growing list of rules and expectations from regulators, investors and other stakeholders about their approach to sustainable investing. From the passage of anti-greenwashing rules in Europe to the launch of new standards for sustainability reporting, it can be a daunting task for investment firms to keep up with the market’s rapidly evolving requirements.
A new report from BlueMark and Morgan Lewis — “Making Sense of Sustainable Investing: How Asset Managers Can Comply with Financial Regulations and Align with Industry Standards” — shows that there are several areas of overlap between regulatory frameworks and market-based frameworks, and offers a four-step roadmap that any asset manager can use to align and comply with these frameworks.
These four steps include:
- Clarify the specific label or classification used for the sustainable investment strategy;
- Identify the practices necessary to substantiate the execution of the strategy;
- Identify applicable financial regulations and validate that existing practices and disclosures meet the relevant requirements; and
- Verify that practices and disclosures align with prevailing standards.
DOWNLOAD the report to learn more.
READ the announcement about the joint report.
WATCH a recording of a webinar introducing the report that inclues perspectives from two asset managers who have been working to adapt their policies and practices to keep apace with the market.