.png?width=200&height=78&name=CH%20Diligence%20(thicker%20line-white).png "CH Diligence (thicker line-white)")
ESG Dive: The Democratic finance officials behind the Aug. 15 letter represent more than $3 trillion in pension fund assets, according to Lierman’s release and are organized under the group Americans for Responsible Growth.
Investing.com: Invesco Markets II Plc announced that its Invesco EUR AAA CLO UCITS ETF will incorporate environmental and social characteristics into its investment policy, effective September 30, 2025.
ESG News: Morgan Stanley Investment Management’s 1GT climate private equity strategy has joined a $105 million Series C round for Overhaul Group, a global provider of in-transit cargo risk management solutions. The round was led by Springcoast Partners with support from Edison Partners.
ESG Dive: The SBTi, which validates that organizational sustainability targets align with climate science, collected data from the end of 2023 until Q2 of 2025. The data included corporations, small and medium enterprises, and financial institutions.
ESG News: BlackRock CEO Larry Fink and Roche vice chairman André Hoffmann have been appointed interim co-chairs of the World Economic Forum (WEF) as the institution enters a critical period of transition.
ESG Today: Initiatives underway to reduce European sustainability reporting and due diligence reporting requirements could limit the European Central Bank’s capability to manage climate risk in the financial system, according to a letter sent by ECB President Christine Lagarde to European Parliament lawmakers.
Morningstar: The largest surprise of the 2025 proxy season was the SEC’s new restrictions on permissible shareholder resolutions in the middle of an ongoing proxy season.
Wealth Professional: In a scathing new whitepaper from the Fraser Institute, Bryce Tingle, N. Murray Edwards chair in Business Law at the University of Calgary puts ESG ratings on notice, warning that the metrics driving trillions in investment decisions are deeply flawed and could land fund managers in court.
Funds Europe: The UK’s defence and national security sectors are set for expansion, with investment in European defence, security and resilience startups reaching an all-time high of $5.2 billion in 2024.
ESG News: A new Forest 500 report by nonprofit Global Canopy reveals that in 2024, the 150 financial institutions with the greatest exposure to deforestation risk collectively financed US$8.9 trillion to companies in the so-called “deforestation economy.”
The Guardian: Aviva’s chief executive, Amanda Blanc, has reiterated the insurer’s commitment to climate goals in the face of growing pushback against net zero ambitions in the US and UK.
Private Equity Wire: Kelvion – formerly the heat exchanger division of GEA Group – serves data centres, industrial processes, carbon capture projects and hydrogen production. Demand for its products is being fuelled by global investment in artificial intelligence infrastructure and the energy transition.
ShareAction: New research by ShareAction, the organisation campaigning for responsible investment, shows several of the world’s largest real estate investment managers are failing to take even basic steps to tackle climate change, leaving investors exposed to financial risks and critical emissions unchecked in a key sector for the transition to net zero.
ESG Today: Investment manager Nuveen announced that it has raised $1.3 billion in capital commitments at the first close of Energy & Power Infrastructure Credit Fund II (EPIC II), reaching more than half of its $2.5 billion target for the infrastructure-focused private credit strategy.
Yahoo Finance/Reuters: Norway's $2 trillion sovereign wealth fund, the world's largest, said it expects to divest from more Israeli companies. It's part of its ongoing review of investments in the country over the situation in Gaza and the West Bank.
ESG Dive: Companies have been rolling back their DEI programs since the Supreme Court’s 2023 decision outlawing affirmative action in higher education. After President Donald Trump’s reelection, McDonald’s, Meta, a few banks and others preemptively adjusted policies in anticipation of backlash.
ESG Today: The proportion of employees who believe that their employers are doing enough to address climate change and sustainability has dropped to around 38% over the past few years.
Financial Newswire: The 2025 Australian Insurance Report found 82 per cent of insurers had reworked their asset allocation strategy as a a result of the investment risk posed by geopolitical tension, overtaking both inflation and recession concerns.
MSN/Reuters: Standard Chartered has agreed to sell millions of carbon credits aimed at protecting the Amazon rainforest on behalf of the Brazilian state of Acre as it looks to build out its carbon credits business and foster trust in the nascent market, a senior banker told Reuters.
ESG News: In 2021, the Financial Conduct Authority (FCA) finalized climate disclosure rules for asset managers, life insurers, and FCA-regulated pension providers, requiring firms to report in line with the Taskforce on Climate-related Financial Disclosures (TCFD) recommendations.
Yahoo Finance: UBS was a founding member of the NZBA in 2021. The financial institution said it joined at a time when banks were working to cultivate decarbonization frameworks for financed emissions.
ESG News: Blackstone has signed a definitive agreement to acquire Enverus, the largest SaaS‑based energy data and analytics platform, from Hellman & Friedman and Genstar Capital.
ESG Today: J.P. Morgan’s specialist asset management business Mansart has launched the J.P. Morgan Mansart iCubed Global Equity Select Fund, a new fund aimed at providing exposure to developed market equities, while delivering substantially enhanced sustainability characteristics and maintaining low tracking error to its parent universe.
ESG News: The European Commission has launched a public consultation and Call for Evidence to inform the development of its forthcoming Circular Economy Act, aiming to accelerate the EU’s shift away from a linear economic model.
Portfolio Adviser: Elston Portfolio Management have launched a range of model portfolios that invest entirely in UK SDR complaint funds. The Elston Sustainable range, which comprises of five risk-rated portfolios, aims to deliver a multi-asset portfolio strategy, with each allocating 100% of their assets in SDR-compliant funds.
ESG Dive: The push against the use of ESG factors, such as climate considerations in investment decisions and proxy engagement, follows Wall Street’s exodus from climate alliances earlier this year, spurred by mounting pressure from Republican-led state probes and changes in federal leadership.
ESG Today: A U.S. federal judge has denied motions to dismiss most of the claims in a multistate lawsuit accusing asset managers BlackRock, Vanguard and State Street of violating antitrust laws and conspiring to use sustainable investment initiatives to manipulate coal markets, allowing the case to proceed.
Business Times: The chief executive officer of Standard Chartered, Bill Winters, has some strong words for banks that have recently walked back their commitment to achieving net zero emissions. “Shame on them,” he said during a call with journalists after StanChart released its second-quarter results.
ESG Today: UK-based bank Barclays published a new sustainability-focused presentation for investors, revealing that revealed that it earned approximately £500 million (USD$660 million) in revenues from sustainable and transition finance activities in 2024, and indicating that its sustainable and transition finance volumes have accelerated over the past few months.
Portfolio Adviser: AXA Investment Managers has adopted the Sustainability Impact label for its Green Short Duration Bond fund. Under the FCA’s Sustainability Disclosure Requirements (SDR) framework, the fund has been approved for the impact label, the sixth fund in AXA’s range to do so.
Financial Advisor Magazine: The top financial officers from 21 states have given 18 Wall Street giants—including BlackRock and JPMorgan—until September 1 to ensure their investment strategies follow “a fiduciary model" that's free of ESG investing or risk losing billions in state pension business.
ESG Dive: Since President Donald Trump was reelected last fall, 20% of companies have scrapped their diversity, equity and inclusion programs, according to a July 23 Resume.org report.
ESG News: Global investment firm KKR has announced a A$500 million (US $335 million) strategic investment in CleanPeak Energy, marking the launch of a new distributed energy platform in Australia and KKR’s first Asia-Pacific deal under its Global Climate Transition strategy.
Funds Europe: The universe of Impact Private Debt has expanded considerably in recent years, driven by rising demand from institutional investors seeking to align capital with environmental and social objectives.
Portfolio Adviser: Fidelity International has launched an ESG-screened global equity index fund, seeded with £320m from discretionary fund manager ebi.
ESG Today: Australia-based global financial services group Macquarie announced an agreement to acquire Ireland-based renewable energy asset optimization company Erova Energy, citing opportunities to scale its platform to new markets.
Castle Hall helps investors build comprehensive due diligence programs across hedge fund, private equity and long only portfolios More →
Montreal
1080 Côte du Beaver Hall, Suite 904
Montreal, QC
Canada, H2Z 1S8
+1-450-465-8880
Halifax
168 Hobsons Lake Drive Suite 301
Beechville, NS
Canada, B3S 0G4
Tel: +1 902 429 8880
Manila
10th Floor, Two Ecom Center
Mall of Asia Complex
Harbor Dr, Pasay, 1300 Metro Manila
Philippines
Sydney
Level 15 Grosvenor Place
225 George Street, Sydney NSW 2000
Australia
Tel: +61 (2) 8823 3370
Abu Dhabi
Floor No. 15 Al Sarab Tower,
Adgm Square,
Al Maryah Island, Abu Dhabi, UAE
Tel: +971 (2) 694 8510
Copyright © 2021 Entreprise Castle Hall Alternatives, Inc. All Rights Reserved.
Terms of Service and Privacy Policy