Let's Talk EU

In this episode, we hear from Jeroen Bos, CFA, head of specialized equity and responsible investing at NN Investment Partners. He discusses why ESG integration is in line with fiduciary duty and the importance of transparency in avoiding greenwashing.

In this episode, we hear from Guillaume Prache, managing director at Better Finance. He discusses his main takeaways from the conference and why failing is not an option when it comes to sustainable investing.

In this episode, we hear Henrik Husman, president of Nasdaq Helsinki, discuss the challenges individual investors face in sustainable investing and the reporting guide that Husman and his team have created to ensure that retail investors get the best possible information about their investments.

In this episode, we hear Jonas Fernandez, a member of the European Parliament, discuss what the goals for the new commission will be. Despite the challenges and many unanswered questions, he believes that this conference is a good starting point for the next five years.

In this episode, we hear from Josina Kamerling, head of capital markets, EMEA, at CFA Institute. She discusses the recent Task Force Report by CFA Institute and Better Finance and what sustainable value for money means.

In this episode, we hear from Olivier Boutellis-Taft from Accountancy Europe. He discusses the importance of systemic change versus cosmetic changes. He stresses that the timeline we have in which to take action is shrinking, so we need to emphasize systemic changes to accomplish our goals.

In her first podcast of 2020, Josina Kamerling and Guillaume Prache, Managing Director of Better Finance discuss a hot topic, sustainable value for money, based on a survey taken with CFA Institute and Better Finance. They address the gap between what financial professionals believe they should provide in order to deliver sustainable value for money and what retail investors expect and what is being done to create an alignment of those priorities. They delve into the impacts that duty of care, ESG investing, MiFID II, Key Information Documents (KIDs), among others factors have on sustainable value.

Josina speaks with Mary Leung, Head of Advocacy APAC, CFA Institute and Jim Allen, Head of Capital Markets Policy, Americas, CFA Institute about how the regions differ in their interpretations of EU regulations such as MiFID II and its impact on investment research. While global firms tend to see MiFID II rules as "best practice" the difference in regulatory regimes is stark among the EU, Americas and Asia-Pacific (where there is no pan-APAC regulator).

Josina speaks with Mary Leung, Head of Advocacy APAC, CFA Institute and Jim Allen, Head of Capital Markets Policy, Americas, CFA Institute about how the regions differ in their interpretations of EU regulations such as PRIIPS and UCITS. Particular attention is paid to the importance of fiduciary responsibility as we enter an era of global product sovereignty.