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

July 8, 2021 | 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

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.