Update on regulatory timeline and SFDR requirements
|Roundtable discussion – ESG investment reporting survey and implications for Swiss asset managers
Q&A and wrap up
ESG Specialist Asset & Wealth Management, PwC Switzerland
Dr. Antonios Koumbarakis
Sustainability & Strategic Regulatory Leader, PwC Switzerland
Investor Trust Services Leader, PwC Switzerland
Member of the Executive Board, bmpi AG
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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.
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.