The Investment Industry Leadership Forum is a Chatham House Rule industry-only forum for investment managers and sustainability leaders within asset management. The forum is designed to provide participants with an opportunity for frank discussion on the forces and issues impacting investment management and for exchanging experiences and ideas on how to deepen ESG integration in their firms and, more broadly, within the investment management industry.

The forum meets two to three times a year and each meeting is designed to provide time for both a general review of the state of the field as well as a deep dive on a particular issue of concern to members. Since its inception in 2015, the forum has explored issues such as Artificial Intelligence in Investment Management, ESG and Antitrust, ESG Integration and Impact, Climate Transition Strategy and the “Just” Transition, Climate Risk and the Energy Transition, ESG Credibility, Human Rights and the “S” in ESG, and The Future of ESG.

Benefits for participants in the forum include:

  • Networking and learning from fellow professional leaders in the field
  • Access to leading academic thought leadership and research from HMI’s academic partners
  • Frank conversations with leading industry service providers on the utility of their services and how they can be improved
  • Recognition as a leader in the field through HMI Forum communications to the broader industry through publications such as the Journal of Applied Corporate Finance


  • Membership is restricted to industry investment professionals drawn from leading asset owners/managers and key industry intermediaries with systemic influence
  • Members must have at least 5 years of leadership responsibility for ESG integration in mainstream investment management or investment stewardship or a leading industry service provider
  • Members commit to attending at least one forum meeting each year and participating, as appropriate, in the steering committee and working groups preparing issue briefings

Participating firms and financial institutions include:

  • Bank of New York Mellon
  • Berkshire Partners
  • BlackRock
  • Breckinridge Capital Advisors
  • Calvert Research and Management
  • Capital Group
  • Federated Hermes
  • Franklin Templeton
  • Global Delta Capital
  • Goldman Sachs
  • JO Hambro Capital Management
  • Legal & General Investment Management America
  • Manulife Asset Management
  • Morgan Stanley Investment Management
  • Neuberger Berman
  • New York City Office of the Comptroller
  • Ontario Teachers’​ Pension Plan
  • Responsible Alpha
  • Rockefeller Capital Management
  • SBA of Florida
  • Vanguard
  • Zevin Asset Management

For more information on membership in the Forum, please get in touch with us through our contact form.


Sustainability in Capital Markets: ESG Integration and Impact
(July, 2022)
Mobilizing a Just Climate Transition: Emerging Topics for Investors
(March, 2022)
ESG Credibility: Challenges & Solutions
(July, 2021)
The Future of the “S” in ESG
(February, 2021)
Social-Impact Efforts That Create Real Value
(October, 2020)
Investor Stewardship: The Path Forward
(September, 2020)
Reporting on Systemic Impacts: A Review of Current Progress
(February, 2020)
Sustainability in Capital Markets: A Survey of Current Progress and Practices
(March, 2019)
ESG Integration Across Asset Classes: A Report from the ESG Path to Value Forum
(March, 2018)
ESG Integration Practices of Sell-Side Analysts
(February, 2017)