Webinar: ESG Reporting

30 Jun 2021 - 16:00

Client reporting is a critical part of wealth management firms' relationship with their clients, and as ESG concerns become more and more important the focus on how to communicate this information continues to increase. Join our free webinar to listen to industry specialists explain the current landscape and potential future developments, the regulatory horizon, and what practical steps you can take now to continue to improve your ESG reporting.

In March 2018, the European Commission unveiled a collection of regulations as part of its action plan on sustainable finance, which require financial market participants and advisers to comply with certain standards when making decisions and providing advice on corporate ESG performance. These regulations take effect during late 2020 and 2021. Firms will need to disclose their ESG policy and report on their approach to due diligence, how sustainability risks are taken into account in investment decisions and information on how remuneration policies are consistent with the integrations of sustainability risks. As a result of BREXIT, these have not been implemented in the UK. However, many firms have decided to implement a response to ESG in order to continue to market to EU clients and respond to client expectations in the UK.

Register below to join us on Wednesday 30th June 2021 at 4pm. Participants will include Tim Fassam, Director of Government Relations and Policy at PIMFA, who will speak about the latest regulations, client and industry expectations and how ESG Reporting can be an opportunity for innovation. We will also hear from Ian Whyte of Parkwell on how to develop and implement a strategy to address ESG reporting.


16:00 - Welcome & Introduction, Jason Raikes, Parkwell

16:05 - ESG Reporting - What is Expected?, Tim Fassam, PIMFA

16:15 - How to Implement ESG Reporting, Ian Whyte, Parkwell

16:25 - Panel Q&A: How are firms preparing for ESG reporting? Kate Rogers, Cazenove Capital, Tim Fassam, PIMFA, Patrick Thomas, Canaccord

16:55 - Summary & close, Jason Raikes, Parkwell




30 Jun 2021 - 16:00

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Company address: Parkwell Management Consultants Ltd, 8 Laurence Pountney Hill, London, EC4R 0BE

T: +44 (0) 207 648 4848 E: info@parkwell.co.uk


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