Track a finer focus5/20/2023 While others are more skeptical of such a pronounced shift and note that ESG or similarly aligned investing philosophies have been maturing for decades, and therefore are unlikely to ever become more than a niche. Some believe that we are entering the watershed moment where the growth of professionally managed assets with an environmental, social, and governance (ESG) mandate will only accelerate until it encompasses the vast majority of all professionally managed assets. In order to provide the data needed to perform this type of assessment, investment management firms may benefit from verification or assurance by an independent third party.Ĭonsideration of ESG metrics in investing is now standard practice More and more stakeholders are including societal impacts in addition to financial metrics when measuring the performance of financial institutions. Responsible digital transformation may provide a path forward to adopt sustainability initiatives and improve client engagement.Investment managers may alleviate concerns from regulators and investors by conducting a holistic review of ESG investing related disclosures and implementing related compliance policies consistently throughout the firm. ![]() Tania serves on the board of directors for Christopher & Dana Reeve Foundation and on the Beneficiary Diligence Committee for 100 Women in Finance. Tania has represented Deloitte at the American Institute of Certified Public Accountants’ Investment Management Expert Panel meetings and is the past vice chair of the New York CFA Society Alternative Investments Committee. ![]() She previously worked in Deloitte’s Cayman Islands office giving her extensive experience in offshore fund issues and expertise in International Financial Reporting Standards (IFRS). As a thought leader within the IM industry, Tania has led industry specific presentations to Deloitte professionals, clients, and industry groups while also co-authoring multiple publications. Tania has expertise related to accounting, financial reporting, valuation of financial instruments, and operational and regulatory matters, including being a specialist for the SEC Custody Rule. She has more than 20 years of public accounting experience serving clients across the IM industry sectors: mutual funds, hedge funds, and private equity and also has expertise serving investment advisers, fund of funds, family offices, broker-dealers, and investment banks. Tania is the National Investment Management (IM) Audit sector leader within the Audit & Assurance practice of Deloitte & Touche LLP. National Investment Management Audit Leader
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