Passed event: Introducing the Global ESG Disclosure Standards for Investment Products, 15.11.2021

Members and non-members event

date & time

15/11/2021 7:00-8:00 EET

Attendance fee: free

The Global ESG Disclosure Standards for Investment Products mark the first global voluntary standards for disclosing how an investment product considers ESG issues in its objectives, investment process, and stewardship activities. The Standards are designed to enable investors, consultants, advisors, and distributors to better understand, compare, and evaluate the ESG approaches used in investment products.

The ESG Disclosure Standards were launched on 1 November 2021. This release follows an industry-wide consultation to create standards that are based on the principles of fair representation and full disclosure of environmental, social, and governance issues within the objectives, investment process, and stewardship activities of investment products.

The live webinar will provide an overview of the Standards.  Topics will include:

  • Purpose and Scope

  • Benefits

  • Overview of Requirements and Recommendations

  • Compliance and Independent Assurance

  • Relationship to Regulations and Other Codes and Standards

Speakers will address participants' questions during the webinar.  

Participation is free and available globally. To participate in a session, you must have access to a computer with speakers or headphones.

Speakers:

  • Bruno Bertocci, Managing Director, Head of Sustainability in Active Equities, UBS Asset Management and Chair of the CFA Institute ESG Technical Committee

  • Chris Fidler, Senior Director, Global Industry Standards, CFA Institute

  • Deborah Kidd, CFA, Director, Global Industry Standards, CFA Institute

 
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Passed event: CFA Society San Francisco: 8th Annual Global Portfolio Managers Panel, 16.11.2021

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Passed event: CFA Institute webinar on Ethical Decision-Making: Practicing your skills, 10.11.2021