I also appreciated the aspect of aware and no harm. As Marco was speaking it reminded me of how we are learning more regarding ESG and how to engage the investment managers on how they are doing with their investments on ESG. It is not only the negative screening, yet how is this helping or meeting our goals. We need to define our goals and be more explicit in articulating them so we can gauge how the investment is performing compared to how we have articulated our goals or intent.
Regarding next steps, Jeff’s next steps seemed appropriate for the respective entities. I am intrigued to hear how the presentations to the respective boards go with some of the suggested changes.
I would be willing to work with Jeff on his endeavors and learn more about how to proceed together.