Evolving ESG product development, marketing and disclosure backup

Asset owner expectations are shaping ESG product development, marketing and disclosure

Environmental, social and governance (ESG) investing continues to evolve in the United States. Depending on the type of investor (pension, endowment, defined contribution, foundation or family office) and geographic location, expectations for asset managers may vary widely. Investors’ diverse ESG attitudes and activities have many asset managers wondering how best to approach ESG integration, decarbonization, investment exclusions, disclosures and marketing, all of which may have knock-on impacts on regulatory exposure. This EY webcast will feature a moderated discussion with asset owners and institutional consultants to capture where investors align on ESG, and where agreement ends. 

Topics discussed include: 

  • ESG investment appetites (mandates and products)
  • How federal and state legislation and regulation impact the desire for ESG and sustainability
  • Data, due diligence and greenwashing considerations
  • ESG disclosure expectations


  • Meredith Jones, Managing Director, Ernst & Young LLP


  • Dale West, Senior Managing Director of Public Markets, Teacher Retirement System of Texas
  • Anna Totdahl, ESG Investment Officer, Oregon State Treasury
  • Sarah Bernstein, Head of Sustainability, Meketa Investment Group



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