What the new MiFID II requirements mean for the future of sustainable investing

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Presented by

Lydia Pinnell Lawrie, Clarity AI | Rodolphe Bocquet, Clarity AI | Dr. Jan Amrit Poser, Radicant | Pilar Galán, KPMG Spain

About this talk

The demand for and sophistication of sustainable investment offerings continues to grow, but a new addition to MiFID II is set to have deep and wide-ranging implications for the investment industry at large. In this webinar experts discuss what the latest developments mean for investors, the wealth managers who serve them – and the future of the investment landscape. The discussion will cover: - The growth and development of sustainable investing in recent years, including the rise of personalised offerings - Tools that can be used to integrate clients’ value preferences - The burdens and responsibilities for advisers and asset managers that have arisen from the new elements of MiFID II - How to meet those responsibilities effectively - The wider implications of the regulation and how they may reshape the investment industry in years to come
Related topics:
MIFID
Wealth Management
Sustainable Investment
Financial advisor
Asset Management
Investment Management
Regulations
Responsible Investing
ESG

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Clarity AI is the leading sustainability tech company, leveraging advanced technology and AI to provide data-driven environmental and social insights to investors, corporates, governments, and consumers. AI has been at the core of Clarity AI's offering from the start, supporting a fully flexible set of data solutions, insights, analytics capabilities, and tools used for portfolio management, corporate research and engagement, benchmarking, regulatory reporting, online banking, and e-commerce customer experience. Within the investment sector, Clarity AI serves a direct network of clients managing over $50 trillion in assets and includes firms like Invesco, Nordea, Lazard Asset Management, and Santander. Our strategic partnerships with financial institutions such as BlackRock, the London Stock Exchange Group (LSEG), BNP Paribas, Caceis, or SimCorp, allow thousands of users to access Clarity AI advanced data analytics capabilities through their usual investment platforms, ensuring a seamless workflow experience. Additionally, our partnerships with platforms like Diligent, boasting one million users, or Klarna, currently reaching over 150 million online buyers, benefit corporates and consumers alike. Clarity AI has offices in North America, Europe, and the Middle East. For more information visit www.clarity.ai …