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ESG as part of MiFID II: From client onboarding to advice and reporting

21st April 2022 – During this webinar, our experts will provide insights into how to implement the updated MiFID II ESG regulation, and in turn ensuring maximum engagement from clients and compliancy for your business.

Agenda

Thursday, 21st April 2022

2:00pm – 3:00pm

ESG as part of MiFID II: from client onboarding to advice and reporting

Objectway, everyoneINVESTED and Synechron

During this webinar, our experts will provide insights into how to implement the updated MiFID II ESG regulation, and in turn ensuring maximum engagement from clients and compliancy for your business.

Putting sustainability at the heart of the financial system is the ambitious goal of the European Green Deal initiative and immediately the cause for changes in MiFID II regulation. The many modifications go beyond financial advice and impact all financial market participants.

Key topics to be covered by the speakers:

  • Onboarding: capturing clients ESG preferences
  • Advice: translating preferences into portfolios
  • Client Reporting: ESG reporting for portfolio management

Webinar Information

Thursday, 21st April 2022

Speaker

Gosia Fortuna

Gosia is Solutions Manager at everyoneINVESTED. She has 18 years of experience in various functions within the financial services industry and innovation teams. She is an expert at integrating behavioral technology in digital banking tools to turn clients into investors. Gosia contributed to the digital transformation of investment processes within KBC Group, leveraging on her behavioral finance expertise, in-depth knowledge of MiFID II, and her passion for service design thinking.

Rajul Mittal

Rajul Mittal heads the Sustainable Finance & ESG practice at Synechron. He joined Synechron in 2009 and has since worked with various leading financial institutions in Europe. Rajul has been passionate about the broader topic of sustainability since his college days. At Synechron he has been one of the pioneers in Sustainable Finance and ESG capability building.
The Sustainable Finance & ESG practice at Synechron covers the complete spectrum ranging from Sustainable Finance regulatory compliance to ESG Data Landscape to Climate & ESG Risks. Synechron is committed towards assisting its client in accelerating their sustainability transition.

Gert-Jan Hoogendoorn

Gert-Jan Hoogendoorn leads Objectway’s Product Management team for the front office systems of Objectway. With more than 20 years of experience in the financial services industry, Gert-Jan is managing the product lifecycle of the WealthTech Suite solutions for the front office, offering a true value proposition to Objectway’s international markets. He continually conducts market research and enduser research to drive the constant cycle of product design and development, with an intuitive user experience to enhance the use of the software.