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

Login to watch this content

Categories covered by this session

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