NorthPeak Advisory

Investors who ignore #material #sustainability information are not being more rigorous fiduciaries. They are less informed ones.   The debate around "#ESGinvesting" has obscured this basic point. Treating "ESG" as a single, investment practice that limits investors. When in reality it covers a broad spectrum of practices with very different objectives, data, and relationships to financial returns.   At NorthPeak Advisory, we see material ESG information as a foundation of the investment process. In our latest piece we highlight that real fiduciary duty is expanding the information used to assess investments, engaging with investees on material issues, and communicating with investors. Read our latest thoughts - https://lnkd.in/enzxXw2p We look forward to helping you deliver on fiduciary duty through grounded responsible investment practice.   #ResponsibleInvestment #ESG #FiduciaryDuty #Sustainability #AssetManagement

NorthPeak Advisory's Head of Asset Management Advisory, William Bryant, CFA will be joining this timely webinar to break down the proposed changes to the European Union's flagship sustainable investment regulation and what it will mean for both asset owners and asset managers. 📅 Wednesday, 3 December 🕒 10:00 AM GMT 👉Reserve your spot: https://bit.ly/4ahcjmh

SFDR 2.0: What It Means for Asset Managers   The European Commission has released its proposed update to the SFDR — a clearer, more practical framework for sustainable investment disclosures. Under SFDR 2.0, products will be grouped into new categories: 📝 ESG Basics (Article 8) 🏭 Transition (Article 7) 🌱 Sustainable (Article 9) Products that don’t qualify will fall under Article 6a, limiting sustainability-related claims. Key shifts include: ✅ A simplified disclosure framework aimed at reducing greenwashing ✅ Removal of entity-level disclosures and the “sustainable investment” definition For asset managers, now is the time to assess how your products align with the new categories and prepare for investor questions about sustainability positioning within your investment process. 📩 Reach out to NorthPeak Advisory for our full SFDR 2.0 report and to discuss what the changes could mean for your investment strategy: info@northpeakadvisory.com #sfdr #sustainableinvestment #responsibleinvestment #esg

The proposed amendment to SFDR is now out. What will it mean for you? Please see our summary of what the changes are and what it will mean. Reach out for the full report. New categories - ESG Basics, Transition, Sustainable Reduced reporting burden. For asset managers it will be important to talk to investors about where your products will fit into this new disclosure regime. Reach out and talk to us info@northpeakadvisory.com #sfdr #sustainableinvestment #responsibleinvestment #esg

The proposed new #SFDR is here. NorthPeak will be putting together a paper on the changes and the implications for asset managers. Watch this space. #sustainableinvestment #responsibleinvestment #esginvesting #sustainabilityregulation

𝐍𝐨𝐫𝐭𝐡𝐏𝐞𝐚𝐤 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐢𝐬 𝐇𝐢𝐫𝐢𝐧𝐠   NorthPeak Advisory is looking for a proactive and enthusiastic analyst to join the Advisory Team and collaborate in advising our clients and helping them on their sustainability journeys.   The role entails working as part of the Advisory Team, and more broadly with the CEO, Head of Business Development and Technology Team, in supporting our existing and prospective clients.   If you're interested in applying or want to learn more, please visit https://lnkd.in/eV89DYrC