News & Analysis as of

Environmental Social & Governance (ESG) Investment Funds Investors

A&O Shearman

ESMA TRV report on fund names: ESG-related changes and their impact on investment flows

A&O Shearman on

The European Securities and Markets Authority (ESMA) has published a trends, risks and vulnerabilities (TRV) risk analysis report on ESG-related changes to fund names and their impact on investment flows. The report examines...more

Baker Botts L.L.P.

Blackstone’s $5.6B Bet on Clean Energy

Baker Botts L.L.P. on

Blackstone Inc. has announced that it has raised $5.6 billion for a fund dedicated to investing in the transition to cleaner energy. This is about a third larger than its previous fund, reflecting increasing investor interest...more

K&L Gates LLP

Asset Management Regulatory Year in Review 2024

K&L Gates LLP on

2024 was a year of meaningful regulatory change for asset managers globally. The regulatory activity was wide ranging and without a particular unifying theme. In fact, the wide, and in cases diverging focuses of key global...more

Carey Olsen

Fund Finance Laws and Regulations 2025: Assessing Lender Risk in Fund Finance Markets (GLI chapter)

Carey Olsen on

Carey Olsen have contributed to the Global Legal Insights – Fund Finance guide by authoring a chapter on assessing lender risk in fund finance markets. As the fund finance market continues to evolve, lenders will need to...more

Mayer Brown Free Writings + Perspectives

The EU Green Bond Standard

Christmas is coming early to the ESG bond market as the new EU Green Bond Standard applies from 21 December 2024. The new standard is conceptually similar to existing ICMA use of proceeds standards but quite different in...more

Fenwick & West LLP

EY Survey Reveals Emerging 'Say-Do' Gap between Sustainability Reporting and Investing

Fenwick & West LLP on

EY just released its 2024 Institutional Investor Survey, for which it surveyed 350 investment decision-makers from institutions around the world, including asset management firms, wealth management firms, insurers and pension...more

Goodwin

A New Sustainable Investment Framework for the EU? ESMA’s Latest Opinion

Goodwin on

Those who have had to navigate and consider the EU Sustainable Finance Disclosure Regulation (SFDR) have faced its challenges and noted its deficiencies. Specifically, these have included data gaps, the SFDR’s use as a...more

A&O Shearman

Great Fund Insights: ESMA Guidelines on funds’ names: Tell me your fund name, I’ll tell you your fund strategy

A&O Shearman on

On 14 May 2024, ESMA published its final guidelines on funds’ names using ESG or sustainability-related terms (the Guidelines). As a result, the use of certain environmental, social and governance (ESG) or...more

A&O Shearman

10 lessons in sustainability regulation

A&O Shearman on

Creating an effective regulatory framework will be critical to deliver Net Zero. But does that mean more – or less – regulation? From trade agreements to taxonomies, carbon adjustment mechanisms to corporate sustainability...more

Paul Hastings LLP

AIFMD Refresher: Regulatory Reporting under Article 24

Paul Hastings LLP on

The AIFMD contains numerous ongoing obligations that apply to sponsors and funds long after fundraising has completed. As part of our AIFMD refresher series, this article summarizes one of the key AIFMD ongoing requirements...more

Cadwalader, Wickersham & Taft LLP

Teaming Up for Term Loans February 2024 - Luxembourg and the Cayman Islands: A Comparative Analysis of Two Leading Fund Finance...

Luxembourg and the Cayman Islands are two of the world’s leading fund formation jurisdictions, and account for a large portion of the private equity funds domicile market. Most private equity fund structures are comprised of...more

Barnea Jaffa Lande & Co.

Institutional Investors, Investment Funds, and ESG

Recently, we have been witnessing a trend among institutional investors of preferring investment funds that take ESG (environmental, social and governance) considerations into account. ESG considerations lead to investments...more

Mintz

Investors Pull Money From ESG Funds

Mintz on

It has been reported--based upon an analysis by Morningstar--that “[i]nvestors pulled $5 billion from U.S. sustainable funds in the fourth quarter [of 2023] for a total of $13 billion last year [2023].” According to the same...more

White & Case LLP

Luxembourg Investment Funds - A practical handbook on fund vehicles in Luxembourg

White & Case LLP on

Luxembourg has developed a significant expertise in collective asset management and structuring of investment funds, and the Luxembourg "investment toolbox" provides a broad array of options in respect of fund regimes and...more

Skadden, Arps, Slate, Meagher & Flom LLP

European Commission Consults on Changes to the SFDR Regime

The European Commission recently launched two consultations — a public consultation and a targeted consultation (collectively, the Consultations) — seeking stakeholders’ feedback on potential changes to the Sustainable...more

Mintz

SEC Approves "Names" Rule to Combat Greenwashing

Mintz on

On September 20, 2023, the SEC approved amendments to the "Names Rule," which were initially proposed in May 2022. Although the stated "purpose of the Names Rule," according to the accompanying Fact Sheet distributed by the...more

McDermott Will & Schulte

International News: Spotlight on ESG, Impact & Sustainability

ESG is understood to be an acronym for “environmental, social and governance,” but the term can be challenging because it’s used to describe similar but distinct communities of practice, including corporate social...more

K2 Integrity

[Webinar] A Call for ESG Certification within the Investment Industry: A Fireside Chat with Andrew Rabinowitz and Joelle...

K2 Integrity on

With Environmental, Social, and Governance (ESG) and climate change disclosure requirements on the rise, investors are demanding asset managers be transparent in their investment process. To avoid the perception of...more

Nutter McClennen & Fish LLP

Nutter Securities Enforcement Update: December 1, 2022

The Nutter Securities Enforcement Update is a periodic summary of noteworthy recent securities enforcement activity, settlements, decisions, and charges....more

K&L Gates LLP

Q&A on the Proposed ESG Reforms for Registered Funds: Addressing the Potential Challenges Imposed and Comment Opportunities

K&L Gates LLP on

After much anticipation, the U.S. Securities and Exchange Commission (SEC) proposed significant, and potentially burdensome, disclosure and reporting requirements (the Proposed Amendments) for registered funds that use...more

Clark Hill PLC

Proposed ESG Fund Disclosure Rule Aims To Help Investment Strategies

Clark Hill PLC on

Recently, the Securities and Exchange Commission (SEC) issued another proposed rule, which if adopted, will significantly affect the available information from Investment Advisers and Regulated Investment Funds concerning...more

Dorsey & Whitney LLP

The SEC and ESG

Dorsey & Whitney LLP on

Climate and ESG have become key topics of conversation at the SEC. The Commission’s publication of proposed rules for public companies which would require that certain climate related information be disclosed by issuers...more

K&L Gates LLP

SEC Takes First Step Toward Standardized ESG Disclosures for Funds and Investment Advisers

K&L Gates LLP on

Executive Summary - On 25 May 2022, the U.S. Securities and Exchange Commission (the SEC) proposed amendments to existing rules and reporting forms (the Proposed Amendments) designed to promote consistent, comparable, and...more

Katten Muchin Rosenman LLP

What to Worry About With the SEC's Move to Regulate Private Funds

The Securities and Exchange Commission (SEC) has been very busy these last few weeks as evidenced by a series of rule proposals released as part of what looks like an ambitious agenda for 2022. This includes tackling areas...more

Fenwick & West LLP

Biotech’s ESG Crossroads - Executives and Investors Deploy Varying Approaches Amid Calls for Reporting and Standardization

Fenwick & West LLP on

In the last few years, environmental, social and governance (ESG) topics have become common in boardrooms, as investment funds with an ESG focus have raised billions and ESG’s non-financial metrics are increasingly factored...more

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