Language English
Registration Page

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

Organised by Avaloq

Find out more about our services

  • Do You Have Any Further Questions About This Event?
    Contact Us