August 17, 2022 - The June 2021 version of the ESG Questionnaire – Manager is now available in an excel format. There has been no change to the contents of the Questionnaire, only to its presentation. In June 2021, LSTA, LMA and ELFA released an inaugural version of an ESG Questionnaire designed for asset managers to complete and share with their investors. This questionnaire has been designed to solicit reliable ESG information about the manager’s relevant strategy and may be shared by the manager at the pre-investment stage or as otherwise requested by an investor. In monitoring feedback since its launch, members shared that the Questionnaire would be even more useful as a spreadsheet.

For questions, please contact Tess Virmani.

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Market Advisory on FIRPTA

The LSTA published a Market Advisory which discusses the implications of The Foreign Investment in Real Property Tax Act (“FIRPTA”).