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Event Date Thu Jul 8 EDT (12 months ago)
Location Virtual
Region Americas

Join for an in-depth discussion about the CFA Institute’s 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: 
• Do we need another ESG standard and a new climate framework for investment products?  
• What should investors  consider and asset managers disclose on ESG and climate-related features in investment products?
• 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.
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.


2021 Speakers


Chris Fowle
Director of the Americas, PRI


Bruno Bertocci
CFA, Managing Director, UBS Asset 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