Much has been written and many discussions have been held on how Responsible Investment (“RI”) practices fit in the context of short-selling and derivatives. In the past months, numerous industry associations and organisations have published research and opinion pieces on the topic, while the market is waiting for clarified guidance from regulators. We hope that we in this paper are able to unify some of the thinking – after all, we are all ultimately solving for similar things: transparency, no loopholes, clarity around risk-return, and clarity around impact.

From Elon Musk to Heads of ESG, the ESG and Responsible Investment space is facing increasing scrutiny. The debate has highlighted shortcomings in understanding and we want to emphasise some key fallacies that skew the debate.

The sustained demand for ESG has resulted in many managers using ‘ESG’ to label their investment products, however, this only creates confusion because there is no one definition of ESG within the investment process.

In parallel to the “how to define the new way of working?” discussion, there is continued momentum around Diversity, Equity, and Inclusion (DEI ) in the financial services industry. This is a complex issue where the actions require more than diversity targets to be meaningful.

As shown by the Wall Street Journal shedding light onto Facebook’s activities, investors are right to be considering social factors within their investment process. However, their due diligence is not being helped by the continued discrepancies within ESG Data.

A panel discussion on practical solutions for improving diversity, equity and inclusion for managers and allocators.