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The 2023 Combined Template for Open Protocol Reporting includes Insurance, ESG modules, and Digital Assets

In this podcast episode from our Founder series, Poul Winslow (until recently Global Head of Capital Markets and Factor Investing at CPP Investments and an SBAI Trustee) is joined by SBAI Trustee Stuart Fiertz (President of Cheyne Capital – one of the founders of the SBAI) to look back at how it all started and how the industry is evolving. They discuss the SBAI, the case for alternatives, ESG and more.

Following on from SEC enforcement actions for misstatement of ESG practices, we explore what should be disclosed in a Responsible Investment Policy.

Sara Razmpa (Director, Head of Responsible Investment, Portfolio Manager, Equities, Unigestion) and Rob Sachs (Head Of Business Development, Whitebox Advisors LLC) touch upon producing carbon footprints for firms and portfolios, the state of ESG data, and the frequency and content for investor reporting.

Document highlighting the 2021 changes made to OP reporting for digital assets and ESG updates.

2021 Template for OP Reporting including digital assets and ESG modules.