dpn-Webinar

ESG & SFDR at the starting blocks: how the regulation is impacting your long-term portfolio strategies

08. June 2021, 15.00 Uhr

Content of the Webinar
A series of new European regulations on sustainability in the financial services sector are at the starting blocks. On March 10, the SFDR “Sustainable Finance Disclosure Regulation” has come into force, the new regulatory framework on transparency in the sustainability field which regulates the disclosure obligations for portfolio managers on providing asset management and investment consultancy activities, in relation to the integration of ESG risks and assessments in the investment selection process, as well as sustainable products (so-called light green and dark green). These disclosure obligations concern, also, the policy on the integration of ESG risks into the investment process, the remuneration policies and the assessment of the negative effects of investment decisions on sustainability factors. Specific disclosure obligations are also provided in relation to “sustainable products”, both in the pre-contractual phase and in the context of periodic reporting, also in order to stem phenomena of so-called greenwashing. The published technical regulatory standards (RTS) contain detailed provisions on the disclosure methods.

In cooperation with

Speakers

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Benjie Fraser,

SVP, Head of EMEA Asset Owners Segment, Street Bank and Trust (UK)

Benjie is responsible for the Asset Owner EMEA segment strategy in place to drive sustainable revenue growth and foster deeper relationships with our clients. He works closely with the leadership teams of the APAC and North America Asset Owner segments to ensure our strategies are aligned at a global level, while also being tailored at a local market level across the EMEA region. Benjie brings more than 15 years of industry experience to the role. He joined us from J.P. Morgan where he led the global pensions business. He is an active leader in the pensions space and regularly speaks and provides thought leadership on industry topics including ESG and trends in public funds. Prior to J.P. Morgan, Benjie worked for both State Street and Bank of New York Mellon.

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Carlo Maximilian Funk,

VP, EMEA Head ESG Investment Strategy, State Street Global Advisor

Carlo M. Funk leads the EMEA ESG Investment Strategy and works with clients to identify solutions that align with their ESG objectives which includes assessing the impact of ESG integration into clients’ portfolios. He works in close collaboration with the ESG research and development team and across asset classes and investment styles.Carlo is also involved with ESG related regulatory initiatives. Before joining State Street Global Advisors he was responsible for the design and distribution of passive ESG investment solutions at BlackRock and acted as the EMEA wide ESG sales specialist. Before that he worked at J.P. Morgan’s Private Bank in New York and Frankfurt. Carlo holds both a Bachelors (BSc) and Masters (MSc) degree in international business and finance from Maastricht University.He is part of various industry working groups on sustainable finance (e.g. sustainable investment commission of DVFA in Germany) and is guest lecturer at the European Business School (EBS) on sustainable finance. He was awarded the Financial News “Asset Management Rising Stars Award” in 2020.

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Ciara Horigan,

VP, State Street’s Regulatory, Industry and Government Affairs, Street Bank and Trust (UK)

Ciara Horigan is a Vice President in State Street’s Regulatory, Industry and Government Affairs team, which sits across all business lines. She leads on the firmwide response to ESG political, legislative and regulatory developments globally. In this capacity, Ciara liaises with internal stakeholders to establish firmwide positions and engages with key policymakers and regulators from across the globe. Ciara represents State Street in several industry groups, including the leading UN PRI Global Policy Group, among others.

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Michael Huertas,

Partner, Co-Head Financial Institutions Regulatory Europe, Dentons Europe LLP

Dr. Michael Huertas is member of our Banking and Finance practice and Co-Head of the Financial Institutions Regulatory Practice Group in Europe. Michael leads our Eurozone Hub and the wider Eurozone Group of multi-disciplinary, multi-jurisdictionally qualified and multi-lingual professionals who help our clients navigate and realize the opportunities in the EU – and notably the Eurozone’s regulatory, supervisory and monetary policy framework. Michael specifically advises on the Eurozone’s Banking Union, the European Central Bank’s monetary policy activity and the EU’s Capital Markets Union workstreams, the EU’s Benchmarks Regulation reforms along with the regulatory and supervisory priorities of the European Supervisory Authorities.

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Martina Macpherson,

Head of ESG Strategy and an ExCo Member for ODDO BHF Asset Management & Private Equity, ODDO BHF

Martina has held several global leadership roles in ESG strategy, product development and innovation including Senior Vice President, ESG and Engagement Strategy at Moody’s, Global Head of ESG Index Products and Research at S&P DJI, Managing Director of Sustainable Investments Partners Ltd. and Vice President of ESG Solutions at MSCI. Prior to this, she worked in (ESG) product, research and engagement roles at Insight Investment, F&C AM and at Deutsche Bank AG. Martina has been a member of multiple sustainable finance associations and policy working groups at an EU and an international level.

Andreas NIklaus

Andreas Niklaus,

SVP and Member of the Executive Management Board of SSBI, State Street Bank International GmbH

Mr. Niklaus is Senior Vice President and as member of the Executive Management Board of State Street Bank International GmbH. Mr. Niklaus joined State Street in 2003 and managed the Depotbank until 2006. Following Deutsche Bank’s sale of its GSS business to State Street, Mr. Niklaus successfully integrated the Depotbank into State Street Bank International GmbH. He has been the Chief Operating Officer since 2006 and is responsible for Global Services in Germany, Austria, Netherlands and the Nordics.

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