Conference / Seminar, Financial Reporting and Analysis, Virtual Events & Programming

ESG Proposed Financial Reporting Requirements

Tuesday, April 5 | 12:00 PM - 1:15 PM

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Overview

Join CFA Society New York for an in-depth discussion about the latest developments regarding proposed regulatory requirements for ESG financial reporting metrics.

EU and US regulators are now drafting reporting requirements to establish quantitative metrics by which to assess ESG compliance. These requirements will influence public financial disclosure and investment evaluation. The Financial Reporting and Analysis group has assembled an update on these developments to share with interested CFA charterholders and community members.

Consider leading-edge thought from policymakers and institutions and explore new ways to clearly communicate ESG features in investment products when you attend this discussion.

Agenda

12:00 PM | OPENING REMARKS


12:05 PM | PANEL DISCUSSION

Panelists

Bruno Bertocci, Managing Director, UBSAM

Stacy Coleman, Member, TCFD Secretariat

Jean-Christophe Nicaise Chateau, Legislative Officer, European Commission

Hester M. Peirce, Commissioner, U.S. Securities and Exchange Commission

Samantha Ross, Founder, AssuranceMark


1:00 PM | CLOSING REMARKS

Additional Details

Learning Outcomes

  • Assess the ongoing evolution of ESG reporting requirements that will be promulgated in the near-term
  • Understand the regulatory significance of data requirements