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

Green Signs: The Impact of New ESG & Climate Reporting Requirements  on Investment Product Features

Thursday, July 8 | 4:00 PM - 6:15 PM

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Overview

Join CFA Society of New York for an in-depth discussion about the CFA Institute’s May 2021 Exposure Draft of ESG Disclosure Standards for Investment Products. Learn what impacts these standards may have on disclosures of ESG-related features of existing and prospective investment  products, and  explore new considerations for asset managers in the broader sustainable investing space.

The panel will address a series of timely questions, including: 

  1.  Do we need another ESG standard and a new climate framework for investment products?  
  2. What should investors  consider and asset managers disclose on ESG and climate-related features in investment products?
  3. How should investors approach the CFA Institute Exposure Draft standards and what are the implications of other policy developments on ESG disclosures in investment products?

The discussion will consider potential changes voiced by leading policy makers and institutions with a global view.

Register now to join in the conversation.

Agenda

4:00 PM | OPENING REMARKS

Henrik Jeppesen, CFA, Co-Chair of the Sustainable Investing Thought Leadership Group, CFA Society New York


4:05 PM | NEW ESG DISCLOSURE STANDARDS FOR INVESTMENT PRODUCTS 

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


4:35 PM | BREAK


4:40 PM | PANEL DISCUSSION

Moderator

Chris Fowle, Director of the Americas, PRI

Panelists

Emily Chew, Executive Vice President, Chief Responsible Investment Officer, Calvert Research and Management

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

Jon Hale, Ph. D., CFA, Director – ESG Strategy, Morningstar

Nathalie Wallace, CIIA, Head ESG Strategy & Development, Mirova US


5:45 | Q&A


6:10 PM |  CLOSING REMARKS

Francisco Vazquez Ahued, CFA, Public & Project Finance Consultant

Additional Details

Learning Outcomes

  • Review the most current thought leadership on ESG-related features of investment  products
  • Consider  thought leadership from policymakers and leading  institutions
  • Explore new ways to clearly communicate ESG-related features in investment  products 
  • CFA Institute’s May 19, 2021 public press release