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16:00 – 16:04: Introduction and Instructions of Virtual Platform
- Noel Hillmann, Chief Executive Officer, Clear Path Analysis


16:05 – 16:15: Overview on ESG and Client Communications today
- Elie Constantine, Senior BA and ESG Specialist, SimCorp


16:16 – 17:00: Roundtable debate – Taking the lead on ESG investing through client communications
Moderator:
- Elie Constantine, Senior BA and ESG Specialist, SimCorp
Panellists:
- Sarah Prior, Senior Sales Manager & Client Communications Strategist, SimCorp Coric
- Ruby Paramanathan, Director, Client & Distribution – Wealth & Asset Management, KPMG
- Catherine Flockhart, Director, Client Communications, Baillie Gifford
- David Benson, Investment Director, Ruffer

Issues to be explored:
- What are the key challenges to embedding ESG into the organisation?
- How can ESG data be properly integrated in the investment management process?
- How can we bridge the gap between current ESG reporting and investor expectations?
- What should the future of ESG reporting look like, and how can firms ensure their reporting framework is future-fit?
- How can firms transform ESG data into core decision-enabling insights that drive competitive advantage?


17:01 – 17:30: Designing a feedback look of emerging ESG trends and application to future client reporting procedures
Interviewer:
- Sara Benwell, Editor, FundOperator.com and Insurance-Investor.com
Interviewee:
- David Czupryna, Head of ESG Development, Candriam

Issues to be explored:
- There has been talk of whether some managers are greenwashing. Therefore, what counts as ESG or SRI factors and practices, particularly in light of France’s AMF mandating disclosure of ESG factors as part of fund prospectuses
- How has adherence to the Social Development Goals impacted your approach to client reporting?
- Candriam is a leader in ESG investing with an advanced approach to ESG criteria. How do you look at key indicators, such as climate emissions as one example, and explain all the various ESG related factors that are considered as part of your investment plans?

Noel Hillmann

Chief Executive Officer, Clear Path Analysis

Elie Constantine

Senior BA and ESG Specialist, SimCorp

Sarah Prior

Senior Sales Manager & Client Communications Strategist, SimCorp Coric

Ruby Paramanathan

Director, Client & Distribution – Wealth & Asset Management, KPMG

Catherine Flockhart

Director, Client Communications, Baillie Gifford

David Benson

Investment Director, Ruffer

Sara Benwell

Editor, FundOperator.com and Insurance-Investor.com

David Czupryna

Head of ESG Development, Candriam

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All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message