Sustainability Briefing – 3Q 2022

July 15, 2022 | Linsey Schoemehl Payne, Partner, Chief Compliance Officer

Sustainable investing is not new to Marquette. Ranging from mission-driven screening to minority-owned investment manager utilization, Marquette has been partnering with clients for over thirty years to implement investment strategies that address a myriad of environmental, social, and governance (ESG) themes. But something has shifted over the last few years, bringing ESG to the forefront of client discussions and manager presentation decks. To help clients navigate this evolving space, we will be sharing quarterly briefings that highlight trending topics surrounding sustainable investing.

In this edition:

  • Greenwashing and increased regulatory scrutiny by the SEC
  • ESG and sustainability-themed ETF flows
  • The SEC’s recent proposed rule, File No. S7-10-22: The Enhancement and Standardization of Climate-Related Disclosures for Investors
  • Business impact of increasing interest and attention to ESG themes:
    • Electric vehicle adoption
    • Unionization efforts
    • ESG disclosures by corporate issuers

Read > 3Q22 Sustainability Briefing

 

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Linsey Schoemehl Payne
Partner, Chief Compliance Officer

Get to Know Linsey

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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