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

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