FTF Webinar - Mapping Out an ESG Journey

Financial services firms are scrambling to meet their clients’ demands for investments that adhere to the criteria of enlightened environmental, social, and governance (ESG) benchmarks. As firms are finding out, the ESG push requires a lot more than updating portfolios. Meeting ESG standards to satisfy clients compels all participants in the process to embark upon a path of change. The companies looking for investors, the investors themselves, and the financial services firms executing ESG policies need to do an ESG inventory. For financial services firms, this means a pause to investigate the many facets of ESG. They will have to master a discipline that relies on unstructured data and features other unorthodox aspects. The ultimate goal for financial services firms is to make ESG compliance the new normal across the enterprise.

This webinar explores the profound changes and many steps that an ESG journey entails:

• How can firms gauge their level of ESG compliance?
• Once they know where their ESG status, what are the next steps for formulating an ESG strategy?
• What are the basic building blocks (IT infrastructure, data, emerging technologies) of an ESG strategy? Do new tools need to be developed?
• What are the emerging standards for ESG reporting?
• What ESG lessons can U.S. firms learn from other countries?
• Will a firm’s business groups need a head of ESG/transformation?
• At the executive level, how will the new ESG responsibilities be assigned within a firm?
• What are the signs that a firm has the right metrics to quantity its own ESG levels and those of the companies it’s investing in?
• How long will it take for a firm to become ESG compliant?

Fill in the form to watch the recording of the webinar and find out more.