ESG Changes to MiFID II

The Future of Advisory From August 2022

ESG Changes to MiFID II
Date
Time
11:00 - 12:00
Attendance Mode
Online
Language English
Registration Page
 Link

About This Event

In less than four months, on 2 August 2022, the changes to MiFID II suitability rules regarding capturing clients’ ESG preferences will come into force. Take the opportunity to discuss any challenges you might still be facing to be ready for the legal due date, and join ESG experts from Avaloq, PwC and SIX for this online webinar.

The webinar will focus on the challenges financial institutions are facing with implementing the legal requirements, sourcing of high-quality ESG data, and how to manage this data and make ESG-aware investment proposals that are in line with the upcoming MiFID II amendments.

Agenda (CEST)

11:00 - 11:05 Opening and introduction
11:05 - 11:20 Legal requirements and challenges in interpreting and implementing them by Dr. Antonios Koumbarakis and Sofia Tsankova, PwC Switzerland
11:20 - 11:35 Managing ESG data and making ESG-aware investment proposals by Giovanni Lietti, Avaloq
11:35 - 11:50 Reliable sourcing of high-quality ESG data by Janine Hofer-Wittwer, CFA, SIX
11:50 - 12:00 Q&A

Moderator & Panelists

  • Dr. Antonios Koumbarakis, Head Sustainable Finance, PwC Switzerland
  • Sofia Tsankova, Manager Sustainable Finance, PwC Switzerland
  • Giovanni Lietti, Avaloq Core Product Manager, Avaloq
  • Janine Hofer-Wittwer, CFA, Senior Product Manager, Financial Information, SIX

Organised by Avaloq

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