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.