The evolution of stewardship, reporting and the need for humility

Earlier this year we conducted a research project assessing how asset managers viewed the UK Stewardship Code. One of the things that stood out in the interviews we conducted with current signatories to the Code was just how numerous and varied their views were, regarding both the future direction of the UK Stewardship Code and stewardship reporting in general.

13 December 3 mins

Our 4 takeaways from NYC Climate Week’s “Advancing the Transition”

The Climate Group hosted its 15th Annual Climate Week NYC last week amid growing skepticism in the U.S.…

28 September 4 mins

ESG is not fit for purpose

The recent Financial Services Forum posed the following question: ‘Is ESG still fit for purpose?’ By the end of the morning, the overarching consensus seemed to be “no”.  That is not to say ESG is not fit for purpose from an investment perspective - rather from a marketing one.   The reason for this is actually quite simple - ‘ESG’ as an acronym, as a concept, is too abstract.  

05 June 3 mins

The Investment Marketing Scoop: The fear of greenwashing still hangs heavy

The prevailing sentiment among heads of marketing regarding sustainability and ESG appears to be nervousness. However, doing nothing is not an option.

21 February 2 mins

SFDR Series – What is the January update & why are funds being downgraded?

The Sustainable Finance Disclosure Regulation (SFDR) is a component of the European Commission's Action Plan on Sustainable Finance. It was introduced in accordance with the EU’s goal of reaching Net-Zero by 2050, in line with the Paris agreement. The SFDR is an incredibly complex topic, but over the coming weeks we’ll try to break it down for you.

05 January 3 mins

5 Investment Marketing trends we’re looking out for in 2023

As we look forward to the year ahead, it's important to stay on top of the latest trends…

22 December 9 mins

COP 27: A financial marketer’s perspective

As the smoke clears from a tumultuous two-week period of discussions, events and announcements in Sharm el-Sheikh, we reflect on the COP27 summit and how its outcomes relate to the asset management sector.

14 December 4 mins

NYC Climate Week – How Business and Finance Companies are Taking on Climate Change in 2022

It's hard to imagine a year when climate change could be in the news more than this one.…

14 October 4 mins

White Marble’s US Q2 2022 Trends Report: Inflation, Alternatives, ESG & Financial Education

Inflation is front of mind for everyone as it soars past 40-year highs. In our Q2 trends report,…

27 July < 1 min

Standing out in a sea of green: does your creative differentiate your brand?

Over the last year we have worked with many investment managers on their brand positioning and messaging, and…

13 May 3 mins