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Deep-dive 4: How the EU sustainable finance strategy is changing asset manager investment and client-facing strategies: case studies and Q&A

A Session by Martijn Oosterwoud, Carlo Funk, Paul Woolman and Daniel Brooksbank
UBS, State Street Global Advisors, CME Group and Responsible Investor

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About this session

  • Specific examples of how asset managers are incorporating the taxonomy into products across different asset classes
  • The SFDR and taxonomy are ultimately aiming to get investors to conform to the same sustainability criteria. To what extent does this present a challenge for asset managers in the way they compete for clients and try to differentiate their funds?
  • Case studies on SFDR reporting and analysis for next phase: adverse impacts on sustainability factors, promoting environmental or social characteristics and sustainability objectives, reporting on how the use of derivatives meets environmental and social characteristics
  • Carlo Maximilian Funk, Head of ESG Investment Strategy EMEA, State Street Global Advisors
  • Martijn Oosterwoud, Lead Sustainability Products, in the Chief Sustainability Office, UBS
  • Paul Woolman, Senior Director, Head of EMEA Equity and Alternative Index Products, CME Group
  • Moderator: Daniel Brooksbank, Head of Strategic Content, Responsible Investor

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