News & Commentaries
ESG ratings and new EU supervision as of 2 July 2026
“As of 2 July 2026, the ESG Ratings Regulation (Regulation (EU) 2024/3005, the Regulation) will start to apply. Adopted in November 2024, the Regulation aims to improve the reliability and transparency of ESG ratings used in the European Union.” [COMMENTARY] I suspect that other jurisdictions will also want to regulate ESG raters. However, the US will…
Why ESG frameworks are not a barrier to investing in defense assets
“While certain regulatory frameworks continue to impose constraints, evolving policy guidance increasingly recognizes defense as compatible with social sustainability objectives. Here we explain how investors are responding with structuring solutions to balance their fiduciary duties with emerging opportunities.” [COMMENTARY] It’s interesting to see how governments are trying to influence the ESG discussion around investing in…
Canada’s Best 50 Corporate Citizens
“But this year, the companies on Corporate Knights’ Best 50 Corporate Citizens list are reorienting their business models around energy resilience and green opportunities. As the Canadian economy navigates a major transition, these companies are proof that sustainability is one of the keys to boosting your bottom line for the long term.” [COMMENTARY] This annual…
Asset Owner Perspectives Survey 2026 Qualitative Insights
“Now entering our fifth year for this survey, this year’s qualitative phase gathered perspectives and insights from a series of live, in-depth interviews with 25 asset owners from around the world.” [COMMENTARY] This survey provides useful insights into how global institutional asset managers are viewing portfolio management today. Asset Owner Perspectives Survey 2026 Qualitative Insights,…
ESG and Anti-ESG Shareholder Proposals in 2026
“As of May 31, 2026, approximately 135 ESG-related proposals have been voted on by public company shareholders, constituting almost 35% of the total shareholder proposals voted on to date this proxy season…In 2026, the average vote in favor of anti-ESG proposals was about 1.7%; such proposals received a median support level of 1.07%. The average…
ESG disclosure is no longer compliance – it is a capital markets differentiator
“For capital markets and investors, ESG stopped being a narrative a long time ago: ESG drives trade-offs and decision-making. For companies, the valuation gap is real, and the cost of debt gap is real. Capital flows fifteen times faster to ESG leaders than to laggards; now is the time to seize the opportunity.” [COMMENTARY] The writer…

