ESG developments for Fund Directors

register now

Course outline

Sustainability governance is a key focus area for Fund stakeholders. This module introduces the fundamentals of sustainable/ESG investing and sustainability governance frameworks. It explores the sustainability regulations and standards, contractual disclosures and reporting to stakeholders. It covers the questions investment fund and investment fund manager directors should be asking and future developments that will impact the sustainability arena. It includes practical case studies and is facilitated by leading industry practitioners. 


Course highlights

The module will cover the following topics:

  • Introduction to sustainability and sustainable finance
  • ESG risks and opportunities
  • Global and EU initiatives and standards overview
  • Sustainability governance
  • Regulatory deep dive – overview, documentation and reporting
  • The concept of greenwashing
  • Sustainability strategy, framework and policies including addressing key risks 
  • Case studies


Target audience

A group of about 20 persons representing:

  • Governing bodies of investment funds (UCITS, SIF, SICAR, RAIF,...)

  • Governing bodies of investment fund managers (UCITS management companies and alternative investment fund managers (AIFMs))

  • Executives and managers at investment fund managers and/or funds

  • Executives and managers at service providers, such as administrative and domiciliary agents, depository banks, distributors, compliance and internal audit service providers

Date & Time

30/01/2025 - 08:30
13:15

Venue

INNSiDE by Meliá Luxembourg

CPD hours

4.0 hours

Book your spot

Member fee : 430.00€ (+ VAT 3%)

Non-member fee : 660.00€ (+ VAT 3%)

register now


Share on Social Media 





Speakers

Petra BESSON FENCIKOVA

Head of ESG Investments & Senior Portfolio Manager

​

Isabelle DELAS

CEO

​

Vanessa MULLER

Markets Sector Lead, ESG Lead

​

Denise VOSS

Non-Executive Director

​

Agenda and schedule

8:30

Registration & welcome coffee

8:45

Introduction
    • Set the scene 
    • Group exercise: sustainability
    • Global initiatives and standards (UN SDG+) 
    • EU Green Deal and Action Plan (high level intro)

9:10

Sustainability governance
    • Tone from the top
    • ESG expertise in the organization, including who does what?
    • Sustainability governance framework
    • Training

9:30

Regulatory deep dive – overview, documentation and reporting
    • Regulatory context – SFDR, EU Taxonomy, MiFID II, greenwashing...  
    • Focus on Pre-contractual fund documentation and periodic reporting (SFDR)
    • Reporting to fund investors 
    • Reporting to fund boards

10:30

Coffee break

11:00

Sustainability strategy, policy & framework
    • Sustainability strategy and policy: understanding the “house view”
    • Eurosif Responsible investment strategies
    • Sustainability risk framework
    • ESG integration /definition of “sustainable investment”
    • Policies
  • Investment breaches
  • Investee company analysis and documentation
  • Data, ratings, models and other tools
  • Distribution – MiFID II/EET and oversight of distribution network

11:40

Case Study

12:40

Questions fund board directors should be asking / Future developments

13:15

Closing

Start with the customer – find out what they want and give it to them.

Venue

An address must be specified for a map to be embedded


INNSIDE by Meliá Luxembourg​
12 rue Henri M. Schnadt
L-2530 Luxembourg 

Contact the organiser
Institut Luxembourgeois des Administrateurs
[email protected]  | +352 26 49 58 5976