Passed event: Introducing the New Global ESG Disclosure Standards for Investment Products, 14.2.2022

Members and non-members event

date & time

14/02/2022 3:30 - 4:30 pm EET, @zoom

Attendance fee: Free

On 1 November 2021, CFA Institute issued the first global standards for disclosing how ESG issues are considered in an investment product's objectives, investment process, and stewardship activities. Chris Fidler, Senior Director in the Global Industry Standards department, CFA Institute, will guide us to through these new Standards, giving us a view on the purpose, scope and benefits as well as the relationship to Regulations and Other Codes and Standards.

Here in Europe we are especially interested the relationship the Disclosure Standards have with the EU SFDR (Sustainable Finance Disclosure Regulation). We are happy to welcome Annika Esono Manninen, Head of ESG, OP Asser Management, and Antti Malava, Head of Sustainability Insights & Analytics, Danske Bank Asset Management, to give comments on the SFDR regulation, and the role, benefits and challenges voluntary ESG standards, such as the CFA Standards, may bring in the asset management field.

 
 

KEYNOTE SPEAKER

Chris Fidler is a Senior Director in the Global Industry Standards department at CFA Institute. Mr. Fidler leads the promotion of CFA Institute industry codes and standards globally and helps to identify areas where new standards are needed. He currently leads the development efforts for the CFA Institute ESG Disclosure Standards for Investment Products. Prior to joining CFA Institute, Mr. Fidler was a management consultant at Thought Logic Consulting, LLC, and served in a number of management roles at Capital One Financial Corporation. Mr. Fidler holds a Bachelor of Science degree in mechanical engineering from University of Illinois and a Master of Business Administration from the Darden School of Business at University of Virginia.

 
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Passed event: CFA Society New York: M&A in the Wealth Management Industry, 28.1.2022