Asset Management Quarterly Report – July

July 19 2021

It is a very interesting time in the industry, and we hope that you find this quarterly asset management update useful.

The July 2021 Asset Management Newsletter focuses on the sector’s current environmental, social and governance (ESG) landscape. We are diving into this topic due to the see increased investor expectations for sustainable and ESG investing solutions. This is partially due to the SEC’s March 15, 2021 request for public comment related to climate change disclosures. The public comment period ended on June 15, 2021, and we have begun analyzing the responses.

Looking ahead, we see the following overarching trends in the asset management sector:

  • ESG Investing Trending Upwards
  • SEC Division of Examinations Issues Risk Alert on ESG investing
  • The SEC Division of Examinations Announces FY2021 Examination Priorities


Click here to read the report.


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Disclaimer of Liability

The information provided here is for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation.

Mazars USA LLP is an independent member firm of Mazars Group.

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