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Demand for ESG content to be included in client communications is on the increase. Investors are interested in both the performance and impact of their investments, so firms need to adapt and provide the data in a way that works for the end client. Getting it wrong can lead to significant financial costs and damage to your reputation. It’s no longer a case of whether to include ESG factors in client communications, it’s a question of how best to include them.

During this breakfast briefing, we will share industry best practises and practical examples on how to set up your client communications in order to get your ESG reporting right and answer the following questions:

  • What are the challenges and opportunities of embedding ESG data and analysis into your client reporting and digital communication?
  • How can digital technologies enable the necessary transparency of how investment managers deliver on their ESG investment mandates?
  • What are the key considerations when scaling your client reporting framework for sustainable investing?

Register to attend for free and join like-minded investment management group representatives for this insightful and engaging morning seminar, to discuss the evolution in ESG considerations in the client communications and data reporting process.


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TIME

29TH June 2022

8:30- 9:00 AM

Breakfast and networking

9:00- 9:05 AM

Opening remarks by Clear Path Analysis

9:05- 9:35 AM

Practical case study by SimCorp: How effective ESG client communications drives enhanced client experience and improved business performance

  • Sarah Prior, Go-To-Market Strategy Principal, SimCorP

9:35- 10:20 AM

Client Reporting and Managers Panel debate

  • Alasdair Kinloch, Global Head of Client Experience, abrdn
  • Katie Zolnierz, Director- Investor Relations & ESG Reporting, JTC Group
  • PAUL BYRNE, Head of Performance & Reporting, Northern Trust Asset Management

Alasdair Kinloch

Global Head of Client Experience, abrdn

Katie Zolnierz

Director- Investor Relations & ESG Reporting, JTC Group

Paul Byrne

Head of Performance & Reporting, Northern Trust Asset Management

Sarah Prior

Go-To-Market Strategy Principal, SimCorp

SimCorp offers industry-leading, integrated investment management solutions. Our platform and ecosystem, comprising partners, services, and third-party connectivity empowers us to provide 40% of the world’s top 100 financial companies with the efficiency and flexibility needed to succeed.


With over 25 offices around the world, and 2,000 employees, we are a truly global, collaborative team that connects every continent and industry seamlessly.


For more information, please visit www.simcorp.com