Summa Equity’s Post

ESG isn’t just a trend — it’s becoming the foundation of responsible wealth creation. Integrating sustainability into investment decisions is no longer optional; it’s strategic. Long-term success is built on alignment between profit, purpose, and progress.

🔥 PitchBook 2025 Sustainable Investment Survey revealed that investors are not backing away from DEI (diversity, equity and inclusion), despite pressures. "DEI efforts were one of the very first targets of the Trump administration’s tsunami of executive orders, leaving many wondering about the reach of these orders into the private sector and their exposure to the risk of the federal government knocking on their doors." "We did, however, ask those who currently or used to incorporate DEI into their investment process how current economic and geopolitical events have impacted their focus on DEI in the past year. Only 10% said that they were backing away; these respondents included a handful of fund managers, asset owners, an FoF, and one private wealth firm. The vast majority are either maintaining (75%) or increasing (15%) their focus on DEI." "The bottom line, and the hope for many discouraged by US headlines, is that most of those who have committed to DEI, ESG, and/ or Impact investing remain committed." #DEI #ESG #ImpactInvesting Analysis by Hilary Wiek, CFA, CAIA and Anikka Sophia Villegas: https://lnkd.in/ge25PtcF

🌍 Sustainable Investing in 2025: Between “Greenhushing” and Resilience The recently published 2025 Sustainable Investment Survey by PitchBook reveals an important shift: although participation in sustainable investing surveys has dropped significantly compared to prior years, the majority of investors continue to integrate ESG and Impact strategies into their processes . 🔑 Key insights: • While “greenwashing” was the concern of a few years ago, today the term is “greenhushing”—investing sustainably but talking about it less . • 72% of investors surveyed are maintaining their ESG practices, despite political and regulatory pushback in certain markets . • The top drivers for sustainable investing remain alignment with organizational values, risk mitigation, and the expectation of long-term financial returns . • Challenges persist: misperceptions that ESG reduces returns, difficulties in measurement, and the politicization of sustainability . At Nader, Hayaux & Goebel, we see these findings as a confirmation that sustainability is not a passing trend but a structural evolution of capital markets. The challenge is not whether to integrate ESG, but how to do it with rigor, transparency, and impact in the Mexican and Latin American context. ⚡ As legal advisors, our role is to guide clients through evolving frameworks, regulatory expectations, and innovative structures that balance financial performance with long-term resilience. #NHG #TransiciónSostenible #SustainableFinance #CapitalMarkets #ImpactInvesting #ESG

How fast is sustainability reshaping global investing? Equity fund assets benchmarked to MSCI Sustainability and Climate Indexes have surged past USD 1.1 trillion, growing 20% annually over the past three years. This rapid expansion shows how sustainability integration is redefining global index investing, with companies with stronger sustainability and climate alignment attracting more indexed AUM. Explore how evolving sustainability metrics are shaping index inclusion and capital flows with the MSCI Index Composition Viewer: http://ms.spr.ly/6040sfsp4

In the world of investing, we’ve spent years perfecting how to measure carbon footprints and governance scores — but when it comes to the ‘S’ in ESG, we’re still catching up. Social factors are often the hardest to define, the hardest to quantify, and yet increasingly, the hardest to ignore. Because behind every investment decision — there are people, communities, and social systems that determine whether that decision is truly sustainable. I look forward to chairing a fireside chat at TSESG - The Summit for ESG with Sudip Hazra, Director at the First Sentier MUFG Sustainable Investment Institute, who has been at the forefront of research into how social factors are evolving — and how investors can respond in a practical and forward-looking way.

Sustainable investment no longer asks why — it asks how, with whom, and how deeply. The market has matured. ESG policies are no longer enough. Today’s investors demand traceability, measurable impact, and real business transformation. 📊 According to the PwC Global Investor Survey, 79% of investors penalize companies that fail to demonstrate credible ESG integration. At ESG Finance and Investment Sevices, we anticipated this shift early on. That’s why we developed solutions that go beyond compliance — we assess ESG maturity, strategic alignment, and impact potential. We are pioneers because we don’t sell generic sustainability. We deliver ESG intelligence, applied to business, investment, and long-term value creation. 🔍 Today, the challenge isn’t meeting the standard. It’s raising it.

𝗗𝗲𝗰𝗼𝗱𝗶𝗻𝗴 𝗘𝗦𝗚: 𝗖𝘂𝘁𝘁𝗶𝗻𝗴 𝗧𝗵𝗿𝗼𝘂𝗴𝗵 𝘁𝗵𝗲 𝗝𝗮𝗿𝗴𝗼𝗻 In the sustainability space, one of the biggest hurdles isn’t just the action, it’s the language. The terminology can feel like a maze: ESG integration, impact investing, greenwashing, net zero, stewardship… the list goes on. 🫣 ♻️ That’s why I found this glossary of sustainable investing terms developed by Fidelity International so useful. It breaks down the jargon and builds a shared vocabulary for professionals, clients, and stakeholders navigating the ESG and sustainable finance landscape. 𝗔 𝗳𝗲𝘄 𝘁𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: 1️⃣ Clarity matters – knowing the difference between ESG integration, responsible investing, and impact investing avoids confusion and ensures alignment of strategy with intention. 2️⃣ Labels are evolving – with the FCA’s sustainable investment labels (Focus, Improvers, Impact, Mixed Goals), we now have a clearer framework to assess funds and strategies. 3️⃣ Greenwashing risk is real – the glossary reminds us that credibility comes from evidence, not just claims. 4️⃣ Stewardship and engagement – it’s not only about screening out, but actively shaping corporate behavior. 5️⃣ Net zero and SDGs – these remain the north star for long-term alignment, guiding both investors and corporates. 𝗪𝗵𝗼 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗶𝘀? ▪️ Investors & asset managers gain a clearer framework to design and communicate their strategies. ▪️Corporate leaders better understand how their actions are assessed in capital markets. ▪️Advisors & policymakers can use this common language to engage more effectively with clients and stakeholders. In a world where trust and transparency are critical, aligning on language is the first step toward aligning on action. #planetaryhealth #planetaryboundaries #sustainability #ClimateAction #carbonfootprint #NetZero #ClimateEmergency #SDG #ESG #GHG #netzero #sustainablefinance #impactinvesting #responsibleinvestment

ESG investing has completely changed in the last 12 months. But here's what hasn't changed: people still want to make a positive impact. They just don't want to be pushed into it. Some family offices are creating foundations to protect a single river or mountain. Others are investing in breakthrough tech that turns sawdust into bulletproof building materials. The evolution from forced ESG mandates to authentic impact investing. Watch below 👇

In recent years, ESG (Environmental, Social, and Corporate Governance) considerations have become a key mainstream investment criterion. A growing number of institutional and individual investors are not only focused on returns but also on companies' sustainable development responsibilities. This has not only promoted the development of green finance but also raised higher standards for corporate governance and social responsibility. Research shows that companies that prioritize ESG practices are more competitive in the long term and more resilient to risk. Whether in equity or bond markets, ESG has been integrated into the entire investment process, becoming a new industry trend. What impact do you believe ESG investing will have? Are your institutions implementing this practice? We look forward to your insights!

In a time when ESG is facing backlash and scrutiny, Portfolio Manager, Nina Wilkinson, CFA makes a compelling case for why sustainability must evolve, not disappear.   In her latest thought piece, Connecting Values to Value, Nina explores how companies can move beyond box-ticking and greenwashing to link sustainability goals with tangible financial outcomes. From Intel’s energy savings to AGL’s green revenue growth, the data shows that values-driven strategies can drive real business value. Nina argues that ESG isn’t just about ethics, it’s about economics. When sustainability is embedded in financial analysis, it becomes a driver of long-term performance, resilience, and innovation.   With insights on climate reporting, intangible assets, and investor engagement, this article is a must-read for anyone navigating the future of responsible investing.   Read the full article here: https://lnkd.in/gqmuFd-V   #ESG #Sustainability #ImpactInvesting #Melior #ValuesToValue #ResponsibleInvesting