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Webinar presented by CFA Institute


Overview

The purpose of the CFA Institute Global ESG Disclosure Standards for Investment Products is to facilitate fair representation and full disclosure of an investment product’s consideration of ESG issues in its objectives, investment process, or stewardship activities. When investment products’ ESG approaches are fairly represented and fully disclosed, investors, consultants, advisors, and distributors can better understand, evaluate, and compare investment products, and the potential for greenwashing diminishes.

Presenters:
  • Mary Leung, CFA, Head, Advocacy, APAC, CFA Institute
  • Chris Fidler, Senior Director, Global Industry Standards Products, CFA Institute
  • Kanol Pal, CFA, Senior Advisor Responsible Investment, BNP Paribas Wealth Management Asia

Watch the Webinar

Duration: 1 hr 2 min.

Recorded: 15 December 2021.

Speakers

Mary Leung
Mary Leung CFA

Mary is the Head, Advocacy, Asia Pacific at CFA Institute. She leads the team that is responsible for building market integrity in APAC by developing and advocating capital markets policy positions that raises investor protection and fosters sustainable industry growth. She also oversees the promotion and development of Asia-Pacific Research Exchange (ARX), a research hub through which we engage with societies, members, governments, regulators, academia and other industry stakeholders 6o advance the wider CFA Institute mission.

Mary has over 20 years of experience in the global financial industry, having worked in corporate finance, wealth management advisory, and fund management. She joined 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.

Chris Fidler
Chris Fidler

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.

Kanol Pal
Kanol Pal CFA

Kanol Pal is Senior Advisor on Responsible Investments for BNP Paribas Wealth Management Asia. He has been appointed to this role in 2017 to define the Sustainable and Responsible Investments offer and to set up the SRI product platform across all asset classes for high net worth individuals. Kanol has more than 30 years experience in the financial industry having worked as Bank Treasury Manager, Head of Fixed Income & Derivatives Sales and Head of Investment Services in Singapore and Europe. He has also volunteered for various leadership positions at CFA Singapore and CFA Institute. Kanol is a graduate of ESSEC business school and a CFA charterholder. He has a post graduate certificate in Business Sustainability Management from the Cambridge Institute for Sustainability Leadership.