Webinar series: ESG for Swiss asset managers – Episode 3

About the webinar series

While the ESG shift continues to bring exciting opportunities to the asset management industry, managers in Switzerland are also facing significant challenges in interpreting and implementing EU regulations, understanding local market practices both in Switzerland and abroad, and addressing data transparency issues and greenwashing risks.

With this series of short webinars, we aim to bring concise and practical information and guidance to asset managers in Switzerland in tackling the challenges that ESG brings. 

In the third episode of the series, we discussed upcoming investment reporting challenges in the context of SFDR and good market practice. We also shared 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.

Agenda: Episode 3

Introduction

  • Jack Armstrong, ESG Specialist Asset & Wealth Management, PwC Switzerland

Update on regulatory timeline and SFDR requirements

  • Dr. Antonios Koumbarakis, Head Sustainability & Strategic Regulatory, PwC Switzerland
  • Jack Armstrong, ESG Specialist Asset & Wealth Management, PwC Switzerland
Roundtable discussion – ESG investment reporting survey and implications for Swiss asset managers
  • Dr. Antonios Koumbarakis, Head Sustainability & Strategic Regulatory, PwC Switzerland
  • Jack Armstrong, ESG Specialist Asset & Wealth Management, PwC Switzerland
  • Dimitri Senik, Investor Trust Services Leader, PwC Switzerland
  • Thomas Tscherrig, Member of the Executive Board, bmpi AG

Q&A and wrap up

  • Jack Armstrong, ESG Specialist Asset & Wealth Management, PwC Switzerland

Speakers

Jack Armstrong
ESG Specialist Asset & Wealth Management, PwC Switzerland

Dr. Antonios Koumbarakis
Sustainability & Strategic Regulatory Leader, PwC Switzerland

Dimitri Senik
Investor Trust Services Leader, PwC Switzerland

Thomas Tscherrig
Member of the Executive Board, bmpi AG

Access the recording

Access the recording by filling out the form below:

https://pages.pwc.ch/core-asset-page?asset_id=7014L000000PobVQAS&embed=true&lang=en

Previous event recordings


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.


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.

Contact us

Jack Armstrong

Jack Armstrong

ESG Specialist Asset & Wealth Management, PwC Switzerland

Tel: +41 58 792 17 85

Dr. Antonios  Koumbarakis

Dr. Antonios Koumbarakis

Head Sustainability & Strategic Regulatory, PwC Switzerland

Tel: +41 58 792 45 23

Dimitri Senik

Dimitri Senik

Leader Investor Trust Services, PwC Switzerland

Tel: +41 79 686 83 62