Publications

• ESG Update – April 18, 2025
  18 April 2025
  Geoffrey P. Burgess
  ,
  Andrew M. Levine
  ,
  William D. Regner
  ,
  Jeffrey J. Rosen
  ,
  Samantha J. Rowe
  ,
  Caroline N. Swett
  ,
  Patricia Volhard
  ,
  Ulysses Smith
  ,
  Gavin Benson
  ,
  Olivia Coral Daniels
  ,
  Jacob Dougherty
  ,
  Kaéla K. Edwards
  ,
  John J. Ellis
  ,
  Emily Espinel
  ,
  Maria Epishkina
  ,
  Isabelle Glimcher
  ,
  Jacob Hochberger
  ,
  Sara Kaufhardt
  ,
  Jeremy I. Liss
  ,
  Diana Moise
  ,
  Sophie Michalski
  ,
  Sandli Pandey
  ,
  Sonia Ratiu
  ,
  Tanaya Sanyal
  ,
  Alfie Scott
  ,
  Sigan Chen
  ,
  Phoebe Brooke Steinfeld
• ESG Update – April 4, 2025
  4 April 2025
  Geoffrey P. Burgess
  ,
  Andrew M. Levine
  ,
  William D. Regner
  ,
  Jeffrey J. Rosen
  ,
  Samantha J. Rowe
  ,
  Caroline N. Swett
  ,
  Patricia Volhard
  ,
  Ulysses Smith
  ,
  Gavin Benson
  ,
  Olivia Coral Daniels
  ,
  Jacob Dougherty
  ,
  Kaéla K. Edwards
  ,
  John J. Ellis
  ,
  Emily Espinel
  ,
  Maria Epishkina
  ,
  Isabelle Glimcher
  ,
  Jacob Hochberger
  ,
  Sara Kaufhardt
  ,
  Jeremy I. Liss
  ,
  Diana Moise
  ,
  Sophie Michalski
  ,
  Sandli Pandey
  ,
  Sonia Ratiu
  ,
  Tanaya Sanyal
  ,
  Alfie Scott
  ,
  Sigan Chen
  ,
  Phoebe Brooke Steinfeld
• Reporting Portfolio Emissions By Asset Managers
  24 March 2025
  Patricia Volhard
  ,
  John Young
  ,
  Ulysses Smith
  ,
  Alfie Scott
• ESG Update – March 20, 2025
  20 March 2025
  Geoffrey P. Burgess
  ,
  Andrew M. Levine
  ,
  William D. Regner
  ,
  Jeffrey J. Rosen
  ,
  Samantha J. Rowe
  ,
  Caroline N. Swett
  ,
  Patricia Volhard
  ,
  Ulysses Smith
  ,
  Gavin Benson
  ,
  Olivia Coral Daniels
  ,
  Jacob Dougherty
  ,
  Kaéla K. Edwards
  ,
  John J. Ellis
  ,
  Emily Espinel
  ,
  Maria Epishkina
  ,
  Isabelle Glimcher
  ,
  Jacob Hochberger
  ,
  Sara Kaufhardt
  ,
  Jeremy I. Liss
  ,
  Diana Moise
  ,
  Sophie Michalski
  ,
  Sandli Pandey
  ,
  Sonia Ratiu
  ,
  Tanaya Sanyal
  ,
  Alfie Scott
  ,
  Sigan Chen
  ,
  Phoebe Brooke Steinfeld
• ESG Update – March 6, 2025
  6 March 2025
  Geoffrey P. Burgess
  ,
  Andrew M. Levine
  ,
  William D. Regner
  ,
  Jeffrey J. Rosen
  ,
  Samantha J. Rowe
  ,
  Caroline N. Swett
  ,
  Patricia Volhard
  ,
  Ulysses Smith
  ,
  Olivia Coral Daniels
  ,
  Jacob Dougherty
  ,
  Kaéla K. Edwards
  ,
  John J. Ellis
  ,
  Emily Espinel
  ,
  Maria Epishkina
  ,
  Isabelle Glimcher
  ,
  Jacob Hochberger
  ,
  Sara Kaufhardt
  ,
  Jeremy I. Liss
  ,
  Diana Moise
  ,
  Sophie Michalski
  ,
  Sandli Pandey
  ,
  Sonia Ratiu
  ,
  Tanaya Sanyal
  ,
  Alfie Scott
  ,
  Sigan Chen
  ,
  Phoebe Brooke Steinfeld
• Guidance for Nature-Related Transition Planning
  4 March 2025
  Patricia Volhard
  ,
  Jin-Hyuk Jang
  ,
  John Young
  ,
  Ulysses Smith
  ,
  Sameena Hussain
  ,
  Alfie Scott
• Overview of the EU’s Simplification Omnibus Package
  28 February 2025
  Patricia Volhard
  ,
  Jin-Hyuk Jang
  ,
  John Young
  ,
  Ulysses Smith
  ,
  Melia Gbaguidi
  ,
  Sameena Hussain
  ,
  Maïssane Jama
  ,
  Harry Just
  ,
  Dimitra Karakioulaki
  ,
  Keith Moshe
  ,
  Alfie Scott
  ,
  Eike Björn Weidner
• ESG Update – February 20, 2025
  20 February 2025
  Geoffrey P. Burgess
  ,
  Andrew M. Levine
  ,
  William D. Regner
  ,
  Jeffrey J. Rosen
  ,
  Samantha J. Rowe
  ,
  Caroline N. Swett
  ,
  Patricia Volhard
  ,
  Ulysses Smith
  ,
  Olivia Coral Daniels
  ,
  Jacob Dougherty
  ,
  Kaéla K. Edwards
  ,
  John J. Ellis
  ,
  Emily Espinel
  ,
  Maria Epishkina
  ,
  Isabelle Glimcher
  ,
  Jacob Hochberger
  ,
  Sara Kaufhardt
  ,
  Jeremy I. Liss
  ,
  Diana Moise
  ,
  Sophie Michalski
  ,
  Sandli Pandey
  ,
  Sonia Ratiu
  ,
  Tanaya Sanyal
  ,
  Alfie Scott
  ,
  Sigan Chen
  ,
  Phoebe Brooke Steinfeld
• Increasing Global Adoption of ISSB Standards
  19 February 2025
  Patricia Volhard
  ,
  John Young
  ,
  Ulysses Smith
  ,
  Alfie Scott
  ,
  Tiffany Wu
• The EU Taxonomy Regulation: Key Issues and State of Play
  12 February 2025
  Patricia Volhard
  ,
  Jin-Hyuk Jang
  ,
  John Young
  ,
  Alfie Scott
  ,
  Eike Björn Weidner
• ESG Update – February 7, 2025
  7 February 2025
  Geoffrey P. Burgess
  ,
  Andrew M. Levine
  ,
  William D. Regner
  ,
  Jeffrey J. Rosen
  ,
  Samantha J. Rowe
  ,
  Caroline N. Swett
  ,
  Patricia Volhard
  ,
  Ulysses Smith
  ,
  Olivia Coral Daniels
  ,
  Jacob Dougherty
  ,
  Kaéla K. Edwards
  ,
  John J. Ellis
  ,
  Emily Espinel
  ,
  Maria Epishkina
  ,
  Isabelle Glimcher
  ,
  Jacob Hochberger
  ,
  Sara Kaufhardt
  ,
  Jeremy I. Liss
  ,
  Diana Moise
  ,
  Sophie Michalski
  ,
  Sandli Pandey
  ,
  Sonia Ratiu
  ,
  Tanaya Sanyal
  ,
  Alfie Scott
  ,
  Sigan Chen
  ,
  Phoebe Brooke Steinfeld
• ESG Update – January 23, 2025
  23 January 2025
  Geoffrey P. Burgess
  ,
  Andrew M. Levine
  ,
  William D. Regner
  ,
  Jeffrey J. Rosen
  ,
  Samantha J. Rowe
  ,
  Caroline N. Swett
  ,
  Patricia Volhard
  ,
  Ulysses Smith
  ,
  Olivia Coral Daniels
  ,
  Jacob Dougherty
  ,
  Kaéla K. Edwards
  ,
  John J. Ellis
  ,
  Emily Espinel
  ,
  Maria Epishkina
  ,
  Isabelle Glimcher
  ,
  Jacob Hochberger
  ,
  Sara Kaufhardt
  ,
  Jeremy I. Liss
  ,
  Diana Moise
  ,
  Sophie Michalski
  ,
  Sandli Pandey
  ,
  Sonia Ratiu
  ,
  Tanaya Sanyal
  ,
  Alfie Scott
  ,
  Sigan Chen
  ,
  Phoebe Brooke Steinfeld
• Private Equity Report: 2025 Outlook
  January 2025
  Katherine Ashton
  ,
  Megan K. Bannigan
  ,
  Dominic Blaxill
  ,
  Ezra Borut
  ,
  Geoffrey P. Burgess
  ,
  Andrew J. Ceresney
  ,
  Charu A. Chandrasekhar
  ,
  Tim Cornell
  ,
  Luke Dembosky
  ,
  Jane Engelhardt
  ,
  Andrew Ford
  ,
  Avi Gesser
  ,
  James Grimwood
  ,
  Jyotin Hamid
  ,
  Ted Hassi
  ,
  Morgan J. Hayes
  ,
  Simone S. Hicks
  ,
  Peter J. Irwin
  ,
  Eric T. Juergens
  ,
  Arian M. June
  ,
  Robert B. Kaplan
  ,
  M. Natasha Labovitz
  ,
  Jonathan F. Lewis
  ,
  Sidney P. Levinson
  ,
  Andrew M. Levine
  ,
  Erez Liebermann
  ,
  Timothy McIver
  ,
  Frank Mitchell
  ,
  Gordon Moodie
  ,
  Edwin Northover
  ,
  Brett M. Novick
  ,
  Sheena Paul
  ,
  Benjamin R. Pedersen
  ,
  Marc Ponchione
  ,
  Ryan T. Rafferty
  ,
  William D. Regner
  ,
  Julie M. Riewe
  ,
  Paul D. Rubin
  ,
  Zachary H. Saltzman
  ,
  Michael Schaper
  ,
  Kevin M. Schmidt
  ,
  Shannon Rose Selden
  ,
  Scott B. Selinger
  ,
  Thomas Smith
  ,
  Kristin A. Snyder
  ,
  J. Michael Snypes, Jr.
  ,
  Rick Sofield
  ,
  Abraham Tabaie
  ,
  Katherine Durnan Taylor
  ,
  Ramya S. Tiller
  ,
  Jonathan R. Tuttle
  ,
  Patricia Volhard
  ,
  Erica S. Weisgerber
  ,
  Jennifer Wheater
  ,
  Mary Jo White
  ,
  Alison E. Buckley-Serfass
  ,
  Brett Adam Bush
  ,
  Zhiyan Cao
  ,
  Jennifer R. Cestaro
  ,
  Robert T. Dura
  ,
  Stuart Hammer
  ,
  Lauren P. Heller
  ,
  Jin-Hyuk Jang
  ,
  Jared I. Kagan
  ,
  Wen-Wei Lai
  ,
  Michael P. McGuigan
  ,
  Melissa Runsten
  ,
  Tricia Bozyk Sherno
  ,
  Elie J. Worenklein
  ,
  John Young
  ,
  Ulysses Smith
  ,
  Erik J. Andrén
  ,
  Lauren K. Burns
  ,
  Josephine Chen
  ,
  Perpétua B. Chéry
  ,
  Daniel N. Cohen
  ,
  Paul Eastham
  ,
  Eliza Ezrapour
  ,
  Julia Glazer
  ,
  Isabelle Glimcher
  ,
  Alice Gu
  ,
  Rory Heller
  ,
  Andrew Hong
  ,
  Yiran Ji
  ,
  Emily Kennedy
  ,
  Nicole Miller
  ,
  Amy Pereira
  ,
  John M. Satira
  ,
  Adam C. Saunders
  ,
  Noah L. Schwartz
  ,
  Alfie Scott
  ,
  Sheng Shao
  ,
  John Sullivan Baker
• ESG Update – January 10, 2025
  10 January 2025
  Geoffrey P. Burgess
  ,
  Andrew M. Levine
  ,
  William D. Regner
  ,
  Jeffrey J. Rosen
  ,
  Samantha J. Rowe
  ,
  Caroline N. Swett
  ,
  Patricia Volhard
  ,
  Ulysses Smith
  ,
  Gavin Benson
  ,
  Olivia Coral Daniels
  ,
  Jacob Dougherty
  ,
  Kaéla K. Edwards
  ,
  John J. Ellis
  ,
  Emily Espinel
  ,
  Maria Epishkina
  ,
  Amanda H. Esteves
  ,
  Jacob Hochberger
  ,
  Maryam Kanna
  ,
  Sara Kaufhardt
  ,
  Grace Anna Li
  ,
  Jeremy I. Liss
  ,
  Emma Macfarlane
  ,
  Sophie Michalski
  ,
  Diana Moise
  ,
  Sonia Ratiu
  ,
  Tanaya Sanyal
  ,
  Alfie Scott
  ,
  Jessica Szymeczek
  ,
  Mitchell Tate
  ,
  Sigan Chen
• Key UK ESG Developments for Asset Managers in 2025
  9 January 2025
  John Young
  ,
  Sameena Hussain
  ,
  Alfie Scott
• EU Platform on Sustainable Finance Proposes SFDR Product Categorization Regime
  3 January 2025
  Patricia Volhard
  ,
  Jin-Hyuk Jang
  ,
  John Young
  ,
  Harry Just
  ,
  Alfie Scott
  ,
  Eike Björn Weidner
• ESG Weekly Update – December 19, 2024
  19 December 2024
  Geoffrey P. Burgess
  ,
  Andrew M. Levine
  ,
  William D. Regner
  ,
  Jeffrey J. Rosen
  ,
  Samantha J. Rowe
  ,
  Caroline N. Swett
  ,
  Patricia Volhard
  ,
  Ulysses Smith
  ,
  Gavin Benson
  ,
  Olivia Coral Daniels
  ,
  Jacob Dougherty
  ,
  Kaéla K. Edwards
  ,
  John J. Ellis
  ,
  Emily Espinel
  ,
  Maria Epishkina
  ,
  Amanda H. Esteves
  ,
  Jacob Hochberger
  ,
  Maryam Kanna
  ,
  Sara Kaufhardt
  ,
  Grace Anna Li
  ,
  Jeremy I. Liss
  ,
  Emma Macfarlane
  ,
  Sophie Michalski
  ,
  Diana Moise
  ,
  Sonia Ratiu
  ,
  Tanaya Sanyal
  ,
  Alfie Scott
  ,
  Jessica Szymeczek
  ,
  Mitchell Tate
  ,
  Sigan Chen
• ESMA Publishes Q&As on Its Fund Naming Guidelines
  16 December 2024
  Patricia Volhard
  ,
  Jin-Hyuk Jang
  ,
  John Young
  ,
  Harry Just
  ,
  Alfie Scott
  ,
  Eike Björn Weidner
  ,
  Keith Moshe
• ESG Weekly Update – December 12, 2024
  12 December 2024
  Geoffrey P. Burgess
  ,
  Andrew M. Levine
  ,
  William D. Regner
  ,
  Jeffrey J. Rosen
  ,
  Samantha J. Rowe
  ,
  Caroline N. Swett
  ,
  Patricia Volhard
  ,
  Ulysses Smith
  ,
  Gavin Benson
  ,
  Olivia Coral Daniels
  ,
  Jacob Dougherty
  ,
  Kaéla K. Edwards
  ,
  John J. Ellis
  ,
  Emily Espinel
  ,
  Maria Epishkina
  ,
  Amanda H. Esteves
  ,
  Jacob Hochberger
  ,
  Maryam Kanna
  ,
  Sara Kaufhardt
  ,
  Grace Anna Li
  ,
  Jeremy I. Liss
  ,
  Emma Macfarlane
  ,
  Sophie Michalski
  ,
  Diana Moise
  ,
  Sonia Ratiu
  ,
  Tanaya Sanyal
  ,
  Alfie Scott
  ,
  Jessica Szymeczek
  ,
  Mitchell Tate
  ,
  Sigan Chen
• Reporting Taxonomy Alignment Under CSRD for Asset Managers
  10 December 2024
  Patricia Volhard
  ,
  Jin-Hyuk Jang
  ,
  John Young
  ,
  Alfie Scott
  ,
  Eike Björn Weidner
• ESG Weekly Update – December 2, 2024
  2 December 2024
  Geoffrey P. Burgess
  ,
  Andrew M. Levine
  ,
  William D. Regner
  ,
  Jeffrey J. Rosen
  ,
  Samantha J. Rowe
  ,
  Caroline N. Swett
  ,
  Patricia Volhard
  ,
  Ulysses Smith
  ,
  Gavin Benson
  ,
  Olivia Coral Daniels
  ,
  Jacob Dougherty
  ,
  Kaéla K. Edwards
  ,
  John J. Ellis
  ,
  Emily Espinel
  ,
  Maria Epishkina
  ,
  Amanda H. Esteves
  ,
  Jacob Hochberger
  ,
  Maryam Kanna
  ,
  Sara Kaufhardt
  ,
  Grace Anna Li
  ,
  Jeremy I. Liss
  ,
  Emma Macfarlane
  ,
  Sophie Michalski
  ,
  Diana Moise
  ,
  Sonia Ratiu
  ,
  Tanaya Sanyal
  ,
  Alfie Scott
  ,
  Jessica Szymeczek
  ,
  Mitchell Tate
  ,
  Sigan Chen
• EU Sustainability Reporting: EU Commission President Foreshadows Omnibus Law
  27 November 2024
  Patricia Volhard
  ,
  Jin-Hyuk Jang
  ,
  John Young
  ,
  Harry Just
  ,
  Alfie Scott
  ,
  Eike Björn Weidner
• ESG Weekly Update – November 15, 2024
  15 November 2024
  Geoffrey P. Burgess
  ,
  Andrew M. Levine
  ,
  William D. Regner
  ,
  Jeffrey J. Rosen
  ,
  Samantha J. Rowe
  ,
  Caroline N. Swett
  ,
  Patricia Volhard
  ,
  Ulysses Smith
  ,
  Gavin Benson
  ,
  Olivia Coral Daniels
  ,
  Jacob Dougherty
  ,
  Kaéla K. Edwards
  ,
  John J. Ellis
  ,
  Emily Espinel
  ,
  Maria Epishkina
  ,
  Amanda H. Esteves
  ,
  Jacob Hochberger
  ,
  Maryam Kanna
  ,
  Sara Kaufhardt
  ,
  Grace Anna Li
  ,
  Jeremy I. Liss
  ,
  Emma Macfarlane
  ,
  Sophie Michalski
  ,
  Diana Moise
  ,
  Sonia Ratiu
  ,
  Tanaya Sanyal
  ,
  Alfie Scott
  ,
  Jessica Szymeczek
  ,
  Mitchell Tate
  ,
  Sigan Chen