Practical Learning

  • Overview of the current SFDR framework: Objectives, scope, key requirements and staying ahead of regulation.

  • Detailed analysis of the ESA's "Joint Opinion" assessment of SFDR: delves into the suggestions to the EU commission.

  • Benefit from an independent objective perspective on SFDR, the substance of the ESA's opinion, and the need to better align SFDR with sustainability preferences.

  • This content is most relevant for professionals focused on SFDR directly across investment funds, as well as consultants, advisors, brokers, trustees and compliance.

Content

    1. How to use this course

    1. Introduction

      FREE PREVIEW

    2. SFDR: Shaking off the Kafkaesque haze

    3. EU Action Plan

    4. SFDR: Objectives & Challenges

    5. SFDR Article 6, 8 & 9

    6. Fund Assets Europe

    7. Role of Intermediaries

    8. Sustainability Preferences

    9. ESA's Opinion - Key Points

    10. Taking the Lead

    1. 1. Executive Summary

    2. 2. Summary Recommendations

    3. 2.1 Consumer Testing

    4. 2.2 Overarching Principles and Considerations

    5. 3. ESAs Opinion

    6. 3.1.1 Categories for Products that have Sustainability Features

    7. 3.1.1.2 Disclosures and marketing for products inside and outside the categories

    8. 3.2 Sustainability indicator

    9. 3.3 Sustainable investment definition

    10. 3.4 Relevant documentation for product disclosures

    11. 3.5 Products in scope

    12. 3.6 Transparency of adverse sustainability impacts

    13. 4. Annex II

    14. 5. Conclusion

    15. Marked Up ESAs Document [Analysis Purposes Only]

    1. Feedback

About this course

  • €100,00
  • 27 lessons
  • 3 hours of video content

Instructor

Vincent McCarthy, CFA

Recognising the need for practical education in the area of responsible investment, Vincent established the Responsible Investment Institute® in 2019, which offers a range of courses to advisors, trustees, and other stakeholders. Vincent started his career as a stockbroker in San Diego in 2005 and has almost 20 years of experience advising high net worth individuals and institutions, working for companies in the United States, Ireland, and Latin America. Inspired by his time working in impact investing in Guatemala in 2017, Vincent set up CoTerra Impact to be a catalyst for change in how we think about business and investments. He later founded ESG Ireland®, an independent platform focused on closing the knowledge gap around the broad theme of ESG and responsible investing. Publications include The ESG Factor Magazine and The ESG Factor Podcast.

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