ESG Risk & Reporting for Alternative Investments & EU Institutional Investors

Presented by

Jegor Tokarevich, CEO, SOF (Substance Over Form Ltd.)

About this talk

Content - Various ESG regulations and guidelines are currently under development on different EU and national levels - On the EU level “the big 4” is under development including the EU taxonomy, the benchmarking regulation, the disclosure regulation and the Green Bond Standards - EU supervisors (EIOPA, EBA, ESMA) are developing ESG guidelines for insurers, pension funds, banks and asset managers on the EU level - National supervisors (e.g. BaFin in Germany, PRA in UK) are also developing guidelines for the national undertakings - All regulations have in common that they distinguish between ESG-related financial risks (loss in market value of an asset) and the (positive / negative) impact on the environment and society - ESG risk management will become an obligatory requirement for all asset classes and will be part of the regular investment and risk processes for all asset owners and asset managers - Illiquid asset classes are very different from liquid asset classes due to the lack of data - Therefore, ESG risk management approaches have to be implemented that take into account the lack of publicly available data for alternative investments - This can be done through an ESG input management process where GP’s and portfolio companies deliver the relevant ESG data on a regular basis - LP’s can use such ESG data for the standardised ESG risk reporting enabling them to compare different GP’s and asset classes in terms of the ESG risk and fulfil their regulatory requirements - Concrete case studies will be discussed CV Jegor Tokarevich - CEO of SOF, a risk and reporting service provider focused on risk management and reporting for alternative investment and alternative investments - Head & Initiator of professional development programmes (CAS AI / DAS AI) for alternative investments at the University of Oldenburg - Co-Head of the BAI Working Group on Investor Regulations - Member of the FinDatEx Working Group developing Solvency II reporting templates

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