The SEC War on Wall Street Greenwashing Has Begun
Under U.S. Securities and Exchange Commission Chair Gary Gensler, officials have been demanding that money managers explain the standards they supposedly use to classify ESG-labeled funds.
June 15, 2022 at 12:12 PM
4 minute read
For all the greenwashers out there on Wall Street, the party may really be over.
There's now little doubt that the US Securities and Exchange Commission actually means business in its bid to crack down on misleading claims by managers of environmental, social and governance funds.
Last month, the regulator fined a Bank of New York Mellon Corp. investment unit on allegations it falsely implied some of the firm's mutual funds had undergone so-called ESG quality reviews. And now, the agency has taken on much bigger game, looking into whether some of Goldman Sachs Group Inc.'s mutual funds don't meet the environmental, social and governance metrics proclaimed by the Wall Street giant's marketing materials.
"These are the first ripples of a wave of regulatory interventions that we are likely to see in the coming months," said Sonali Siriwardena, partner and global head of ESG at law firm Simmons & Simmons.
Under Chair Gary Gensler, nominated by President Joe Biden to run the SEC in 2021, officials have been demanding that money managers explain the standards they supposedly use to classify ESG-labeled funds. When the examination division spots potential misconduct, it typically alerts the agency's enforcement unit for further investigation.
The BNY Mellon case may provide a road map for future cases. After a review, the SEC announced May 23 that BNY Mellon Investment Adviser Inc. used "material misstatements and omissions" concerning the consideration of ESG principles in making investment decisions for some mutual funds overseen by the firm.
The agency concluded that BNYMIA had said portfolio holdings in its Overlay funds would be subject to "an ESG quality review." That turned out not to be the case, the SEC said.
As a result, the agency found the firm violated Section 34(b) of the Investment Company Act, which says it's unlawful to make any untrue statement of material fact in any registered document. BNYMIA agreed to pay a civil penalty of $1.5 million. While certainly not a lot relative to other recent securities violations uncovered by the SEC, it's likely just the beginning.
But one Wall Street lawyer sought to downplay the "wave of regulatory interventions" predicted by Siriwardena.
"We aren't talking about a Ponzi scheme or allegations of an industry-wide fraud like what we saw with the subprime mortgage meltdown," contends lawyer Marc Elovitz of Schulte Roth & Zabel, an adviser to private fund managers. "We aren't talking here about a vast conspiracy by asset managers."
Rather than a concerted Wall Street effort to make as much money as possible by slapping ESG labels on everything, Elovitz argues that the recent inundation of greenwashing is a function of the sector's novelty. ESG is a fairly recent innovation in investment management, Elovitz said. As the market matures, he predicts there will be greater clarity around the definition of ESG and that will ultimately result in better transparency.
Not everyone is so sanguine. "It feels almost inevitable that more names will come out as regulators dig in," said Fiona Huntriss, a partner at law firm Pallas, where she focuses on financial litigation and broader dispute strategies. And it's important to remember, she said, that this isn't just a U.S. or U.K. or Europe issue — it's a cross-border issue.
"We're really just at the beginning of the cycle because there hasn't been proper regulation between now and when asset managers started marketing ESG funds," Huntriss said. "Even as increased regulation is brought in, there is still uncertainty as to what the standards are, and that sort of uncertainty is fertile ground for litigation."
And globally, of course, there's still the unsettled investigation of DWS Group, which really kicked off all the focus on possible ESG misselling.
Tim Quinson reports for Bloomberg News.
NOT FOR REPRINT
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
You Might Like
View AllGreenberg Traurig Initiates String of Suits Following JPMorgan Chase's 'Infinite Money Glitch'
Delray Beach Financial Adviser Indicted in Alleged Illegal Tax Shelter Scheme
McGlinchey Opens Third Florida Office in Tampa, Hopes to Tap Region's Talent
2 minute readBuy-Now-Pay-Later Company Affirm Hit With Data Breach Class Action After Cyberattack on Banking Partner
Law Firms Mentioned
Trending Stories
- 1Judicial Ethics Opinion 24-61
- 2Decision of the Day: School District's Probe Was a 'Sham'; Title IX Administrator Showed Sex-Based Bias
- 3US Magistrate Judge Embry Kidd Confirmed to 11th Circuit
- 4Shaq Signs $11 Million Settlement to Resolve Astrals Investor Claims
- 5McCormick Consolidates Two Tesla Chancery Cases
Who Got The Work
Michael G. Bongiorno, Andrew Scott Dulberg and Elizabeth E. Driscoll from Wilmer Cutler Pickering Hale and Dorr have stepped in to represent Symbotic Inc., an A.I.-enabled technology platform that focuses on increasing supply chain efficiency, and other defendants in a pending shareholder derivative lawsuit. The case, filed Oct. 2 in Massachusetts District Court by the Brown Law Firm on behalf of Stephen Austen, accuses certain officers and directors of misleading investors in regard to Symbotic's potential for margin growth by failing to disclose that the company was not equipped to timely deploy its systems or manage expenses through project delays. The case, assigned to U.S. District Judge Nathaniel M. Gorton, is 1:24-cv-12522, Austen v. Cohen et al.
Who Got The Work
Edmund Polubinski and Marie Killmond of Davis Polk & Wardwell have entered appearances for data platform software development company MongoDB and other defendants in a pending shareholder derivative lawsuit. The action, filed Oct. 7 in New York Southern District Court by the Brown Law Firm, accuses the company's directors and/or officers of falsely expressing confidence in the company’s restructuring of its sales incentive plan and downplaying the severity of decreases in its upfront commitments. The case is 1:24-cv-07594, Roy v. Ittycheria et al.
Who Got The Work
Amy O. Bruchs and Kurt F. Ellison of Michael Best & Friedrich have entered appearances for Epic Systems Corp. in a pending employment discrimination lawsuit. The suit was filed Sept. 7 in Wisconsin Western District Court by Levine Eisberner LLC and Siri & Glimstad on behalf of a project manager who claims that he was wrongfully terminated after applying for a religious exemption to the defendant's COVID-19 vaccine mandate. The case, assigned to U.S. Magistrate Judge Anita Marie Boor, is 3:24-cv-00630, Secker, Nathan v. Epic Systems Corporation.
Who Got The Work
David X. Sullivan, Thomas J. Finn and Gregory A. Hall from McCarter & English have entered appearances for Sunrun Installation Services in a pending civil rights lawsuit. The complaint was filed Sept. 4 in Connecticut District Court by attorney Robert M. Berke on behalf of former employee George Edward Steins, who was arrested and charged with employing an unregistered home improvement salesperson. The complaint alleges that had Sunrun informed the Connecticut Department of Consumer Protection that the plaintiff's employment had ended in 2017 and that he no longer held Sunrun's home improvement contractor license, he would not have been hit with charges, which were dismissed in May 2024. The case, assigned to U.S. District Judge Jeffrey A. Meyer, is 3:24-cv-01423, Steins v. Sunrun, Inc. et al.
Who Got The Work
Greenberg Traurig shareholder Joshua L. Raskin has entered an appearance for boohoo.com UK Ltd. in a pending patent infringement lawsuit. The suit, filed Sept. 3 in Texas Eastern District Court by Rozier Hardt McDonough on behalf of Alto Dynamics, asserts five patents related to an online shopping platform. The case, assigned to U.S. District Judge Rodney Gilstrap, is 2:24-cv-00719, Alto Dynamics, LLC v. boohoo.com UK Limited.
Featured Firms
Law Offices of Gary Martin Hays & Associates, P.C.
(470) 294-1674
Law Offices of Mark E. Salomone
(857) 444-6468
Smith & Hassler
(713) 739-1250