About the event
We're very excited to announce our first ESG for Swiss Asset Managers Conference. Continuing the themes of our ESG for Swiss Asset Managers Webinar series, our hosts Jack Armstrong, Antonios Koumbarakis and Dimitri Senik will be joined by a number of expert guest speakers and panellists, to explore a range of topics affecting the investment management industry in Switzerland.
As always, our discussions will focus on practical implications, real-life experiences, and guidance on overcoming the challenges and embracing the opportunities that sustainable investing brings to our industry.
Hosts
Jack Armstrong
Director, ESG Specialist Asset & Wealth Management, PwC Switzerland
Dr. Antonios Koumbarakis
Partner, Sustainability & Strategic Regulatory Leader, PwC Switzerland
Dimitri Senik
Director, Investor Trust Services Leader, PwC Switzerland
Agenda
| 13:30 | Registration |
| 14:00 | Welcome and introduction
|
| 14:10 | Panel: ESG Investing in Switzerland: regulatory trends, self-regulation and outlook
|
| 15:00 | Keynote: Regulatory update, current trends and future landscape
|
| 15:30 | Coffee break |
| 16:00 | Breakout sessions (see details below)*:
|
| 17:00 | Keynote: Is ESG an outrageous scam?
|
| 17:30 | Wrap-up and closing |
| 17:45 | Apéro-riche and networking |
*Note: The three breakout sessions take place in parallel. Please indicate your priority one and two when registering for the event.
Language
The event will be held in English.
Participation
Please note that the participation is free of charge. Seats are limited and will be allocated on a first come, first served basis.
Date and location
Thursday, 18th January 2024
13:30 - 17:45, followed by an apéro-riche
Placid Hotel Zurich
Buckhauserstrasse 36, 8048 Zürich
Breakout session 1
Greenwashing: Lessons learned and recent developments
- Fabio Pellizari, Head ESG Strategy & Business Development, ZKB
- Dr. Lars Kaiser, Head Group Sustainability, VP Bank
- Patrick Glaser, Head Legal Compliance, Robeco Switzerland
Host: Dr. Antonios Koumbarakis, Partner, Sustainability & Strategic Regulatory Leader, PwC Switzerland
Breakout session 2
Private Markets: ESG challenges and experiences
- Keimpe Keuning, Principal, Head of ESG and Impact Private Markets, LGT Capital Partners
- Larissa Machiels, Associate, ESG & Sustainability, Private Markets, Apex Group
- Oliver O’Bryan, Global Senior Sustainability Lead, Partners Group
Host: Jack Armstrong, Director, ESG Specialist Asset & Wealth Management, PwC Switzerland
Breakout session 3
Real Estate: ESG reporting, self-regulation and social & governance factors
- Asha De, Sustainability Manager, Swiss Finance & Property Group
- Prof. Dr. iur. Daniel Dedeyan, LL.M. (Yale), Counsel, Banking & Finance Group, Walder Wyss
- Dr. Thomas Spycher, Partner, Novalytica AG
Host: Dimitri Senik, Director, Investor Trust Services Leader, PwC Switzerland
Register here
Thank you for your interest. Registration has been closed. In case of any questions, please feel free to contact us.
Previous event recordings
Episode 7
In the seventh episode of the series, our focus was on the Net Zero Asset Managers initiative. We’ve discussed the background and intentions of the initiative, before moving on to the practical challenges involved in implementation and best practices for overcoming them. We’ve also discussed Swiss-specific elements including the Swiss Climate Score. What’s more, we dived deeper into these topics with an expert guest panel.
Episode 6
The focus of the sixth episode in the series was on pension funds. We discussed the regulatory backdrop in Switzerland, including in particular the latest guidance and recommendations on ESG Investment Reporting from the Swiss Pension Funds Association ASIP, and what this means in a practical sense – both from the perspective of pension funds themselves and for the Swiss asset managers that manage their investments and their investment reporting providers. During the webinar, we dived deeper into these topics with an expert guest panel including representatives from the City of Zurich Pension Fund, UBS and Zürich Cantonal Bank.
Episode 5
In the fifth episode of the series, we focused on the impact of SFDR Level II, which came into force from 1 January 2023. In particular, we discussed the related challenges faced and practical processes that have been implemented by players in Swiss market in order to satisfy the reporting requirements for EU funds. The guest panel included representatives from two major Swiss asset managers and from PwC Luxembourg.
Episode 4
In the fourth episode of the series, we have discussed recent updates to the regulatory timeline in Switzerland and the EU and shared findings from our recent publication entitled “Greenwashing and Greenwishing”. We've then discussed practical issues related to the topic as well as challenges faced by players in the Swiss market. The episode featured a guest panel that included representatives from two large Swiss asset managers as well as Asset Management Association Switzerland.
Episode 3
In the third episode of the series, we discussed upcoming investment reporting challenges in the context of SFDR and good market practice. We also shareed the results of our recent study survey on ESG investment reporting, which was conducted in partnership with bmpi (bmpi.ch), and includes responses from a total of 28 of the largest Swiss asset managers, custodian banks and asset owners. We discussed the practical implications from the study results, what they mean for Swiss investment managers and investors, and the actions that should be taken.
Episode 2
In the second episode of the series, we shared lessons learned and practical findings from our recent study highlighting the lack of ESG comparability in fund information documents. We provided practical guidance on tackling the data issues presented by the upcoming SFDR Level 2 regulation, particularly PAI disclosures. Then we discussed the real-life experiences and challenges encountered in implementing best practice ESG processes and controls, with a leading industry player.
Episode 1
In the first episode, we focused on upcoming EU regulation, including SFDR Level 2, local market practices and regulatory requirements in fund domicile jurisdictions (Luxembourg and Ireland), and observations from a recent study that we conducted in partnership with Conser.
Contact us
Jack Armstrong
