In response to the increasing demand of the investment community for greater transparency around ESG Investment products, CFA Institute has released the Exposure Draft of the ESG Disclosure Standards for Investment Products for public consultation that lasts until 14 July 2021. These are voluntary, global industry standards that establish disclosure requirements for investment products with ESG-related features. The purpose of the proposed Standards is to provide greater transparency and consistency in ESG-related disclosures, resulting in clearer communication regarding the ESG-related features of investment products.
Join us for this live event with the practitioners from the ESG Committee of CFA Society Switzerland who will discuss how the proposed Standards fit into the existing global regulatory and self-regulatory landscape in the ESG Investing area and how the investment community will benefit from these standardization efforts of CFA Institute.
CFA Society Switzerland members can record PL credit for their participation using the online tracking tool.
(Note: you will need to login with CFA Institute Id# to access.)
Dimitri Senik, leads the Investor Trust Services at PwC Switzerland. He provides assurance services to investment managers and investors with respect to investment process and governance, investment performance and risk management, GIPS compliance and ESG Investing. Dimitri Senik is also a member of the Investment Committee of the Pension Funds of PwC Switzerland. He is also the Chair of the GIPS Technical Committee of CFA Institute. Dimitri also chairs the ESG Verification Subcommittee of CFA Institute that is developing a guidance for auditors with respect to independent examination of the proposed CFA Institute ESG Disclosure Standards for Investment Products.
Ekaterina is a member of the team of ABN Amro Investment Solutions with over 10 years of experience in the asset management industry. She is experienced in external manager assessment and selection as well as portfolio management. Ekaterina holds a Master's degree in Finance and Banking from University of Paris 1 - Pantheon-Sorbonne as well as a Master's degree in Intercultural Communication from Nizhny Novgorod State Linguistic University. She is a CFA charterholder and has passed the CFA UK Society Certificate in ESG Investing.
Dominique Bruggmann is working as a Senior Consultant at Ernst & Young Switzerland in the Financial Services Organization and is part of the EY Switzerland ESG task force. His main area of expertise encompasses supporting Banks, Asset Managers and Insurances in integrating sustainability topics across the organization. Dominique has led and delivered a range of projects in the area of sustainability that include regulatory impact and gap assessments, sustainability risk assessments, sustainability risk integration and disclosures implementation.