Throughout the year Compeer hosts seminars and webinars on topics of interest for the Wealth Management Sector. These topics include compliance, technology, front office efficiency, latest trends in wealth management, outsourcing and the clients’ view.
In this section details of upcoming seminars and webinars can be found including how to book your place.
Our next event
Three sets of rules have been finalised by the EU, changing the way firms approach ESG when they make investments and manage their portfolios. The rules cover disclosure, changes to benchmarks and a sustainable finance taxonomy, which sets out a common language for what is and what is not ‘sustainable finance’. These rules take effect from late 2020 and during 2021. Firms will need to disclose their ESG policy and report on their approach to due diligence, how sustainability risks are taken into account in investment decisions and information on how remuneration policies are consistent with the integration of sustainability risks.
During the webinar, we will provide a status update on the regulatory roadmap facing the investment management industry and present Compeer’s research findings on firms’ readiness to undertake the changes required.