Sustainable Finance Disclosure Regulation: Challenges, Pitfalls and Developing a Roadmap

July 8, 2020 2:30 PM BST
ACA Compliance (Europe)
James Andrews, Managing Director, Roxana Nadershahi, Principal Consultant, Louise Tudor-Edwards, Managing Associate, Simmons & Simmons

By March of next year, many financial services firms will need to publicly disclose the extent to which they integrate sustainability risks as factors into their investment decision/advisory processes.

This is due to the implementation of ‘The Disclosure Regulation’ (EU Disclosure Regulation EU/2019/2088), part of an EU action plan package of legislation focused on Environmental, Social, and Governance (ESG) and sustainable finance. This is aimed specifically at improving transparency through requiring the disclosure of information by manufacturers of financial products and financial advisors toward end investors.

ACA is joining forces with Simmons & Simmons on Wednesday, July 8, 2020 at 2:30PM BST/09:30AM EDT to host a webcast that will provide alternative asset managers with practical guidance, outlining key milestones for firms’ and their implementation plans. Topics will include:

  • How much work is this going to be?
  • Who “owns” the implementation exercise and how should it be approached?
  • Documentation: what are the required updates?
  • What does a successful implementation look like?