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 twice annually 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 ESG Integration and Active Engagement, ESG Integration and Sell-Side Analysts, Finding the ESG Signal in the Noise, ESG Integration Across Asset Classes, The Future of ESG, and Human Rights and the “S” in 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

  • 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
  • CFA Institute
  • ClearBridge Investments
  • Global Delta Capital
  • Goldman Sachs
  • Hermes Investment Management
  • ISS
  • KKR
  • Legal & General Investment Management America
  • Majedie Asset Management
  • Manulife Asset Management
  • Morgan Stanley Investment Management
  • Neuberger Berman
  • New York City Office of the Comptroller
  • New York-Presbyterian Hospital
  • Newton Investment Management
  • Ontario Teachers’​ Pension Plan
  • Rockefeller Capital Management
  • SBA of Florida
  • Wells Fargo Asset Management

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

Resources:

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