Advocacy Talking Points 21 September 2020
Improving Transparency and Comparability of Investment Products with ESG-related Features
Consultation Paper on the Development of the CFA Institute ESG Disclosure Standards for Investment Products
Webinar presented by CFA Institute Global Industry Standards
Webinar Presentation: Improving Transparency and Comparability of Investment Products with ESG-related Features
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CFA Institute has issued a Consultation Paper on the CFA Institute ESG Disclosure Standards for Investment Products - a new, voluntary, global industry standard to establish disclosure requirements for investment products with ESG-related features.
The purpose of the standard is to provide greater transparency and comparability for investors by enabling asset managers to clearly communicate the ESG-related features of their investment products. The standard also aims to establish disclosure requirements and procedures for independent examination. It is distinctly different from other standards that seek to establish disclosure requirements for corporate issuers, to prescribe requirements for the labelling or rating of securities or investment products, or to define best practices for a strategy or approach.
In this webinar, we provide an overview of the Consultation Paper and answer questions from participants.
Speakers:
- Chris Fidler, Senior Director, Global Industry Standards, CFA Institute
- Deborah Kidd, Director, Global Industry Standards, CFA Institute
- Mary Leung, CFA, Head, Advocacy, APAC, CFA Institute
Watch the Webinar
Duration: 1 hr 28 min.
Recorded: 21 August 2020.
Presenters
Chris Fidler is a Senior Director in the Global Industry Standards department at CFA Institute. Mr. Fidler leads the promotion of CFA Institute industry codes and standards globally and helps to identify areas where new standards are needed. He currently leads the development efforts for the CFA Institute ESG Disclosure Standards for Investment Products. Prior to joining CFA Institute, Mr. Fidler was a management consultant at Thought Logic Consulting, LLC, and served in a number of management roles at Capital One Financial Corporation. Mr. Fidler holds a Bachelor of Science degree in engineering from the University of Illinois and a Master of Business Administration from the Darden School of Business at University of Virginia.
Deborah Kidd, CFA, is a Director with the Global Industry Standards team at CFA Institute. She contributes to the development, maintenance, and promotion of CFA Institute industry codes and standards, with a focus on the Global ESG Disclosure Standards for Investment Products. Before joining CFA Institute in 2019, Deborah was a long-time volunteer and contributed to the organization as an author and editor for CFA Institute publications and CFA exam curriculum. She has written extensively about performance attribution and manager due diligence for the CIPM Investment Risk and Performance Newsletter. Prior to joining CFA Institute, Deborah was a fixed income portfolio manager for institutional and public funds with Boyd Watterson Asset Management, LLC. Deborah also served for ten years as a board member of CFA Society Cleveland. Deborah has a Bachelor of Arts degree from Ursuline College and is a CFA charterholder.
Mary Leung, CFA, is the head, standards and advocacy, Asia Pacific, at CFA Institute. She is responsible for the development, maintenance, and promotion of capital markets policy perspectives in the APAC region. She also oversees the promotion and development of CFA Institute professional standards in the region. Mary has over 20 years of experience in the global financial industry, having worked in corporate finance, wealth management advisory, and fund management. Previously, she was with Coutts & Co, where she was director of Business Development and Management for North Asia. Prior to that she was executive director at UBS AG, where she led the Corporate Advisory Group in Hong Kong. With experience in both the buy- and sell-sides, Mary has a strong understanding of the drivers and dynamics of different investor groups, including institutional investors, corporates, family offices, asset owners, and high-net-worth individuals. Mary graduated from Peterhouse, Cambridge with a degree in Engineering. She is a CFA charterholder and speaks English, Putonghua, and Cantonese.