To better understand all the challenges and issues related to ESG and sustainable finance, our experts have put together a new series of videos that tackles specific regulations and concepts on the ESG topic.
Each week, discover a new topic where our experts will guide you through your sustainable journey.
Episode 23: SFDR Periodic Reporting
Struggling with the complexities of SFDR periodic reporting?
Our online platform simplifies the process, ensuring accurate and seamless submissions to the regulator while reducing operational burdens.
Learn more about this topic with Nevine Elsherif in this dedicated video from our Eyes on ESG series.
Episode 22: CSSF Data Collection Exercise
What are the objectives of the CSSF Data Collection Exercise? What is the deadline for finalising this data collection exercise?
Stéphane Badey gives you more details and explains how Arendt's Data Collection Tool can help.
Episode 21: ESG: a long road from E to S
When we mention ESG, the E currently seems much more important than the S or the G. This impression is partially untrue. There are already today many existing rules that are dedicated to human rights matters.
Like the initial shift towards the integration of ESG criteria in the financial world, regulatory developments focusing on social and human rights matters will be a major challenge in the coming years.
Learn more about this topic with Antoine Portelange in this dedicated video from our Eyes on ESG series.
Episode 20: Integrating sustainability into product governance
Sophie Selftsick discusses how the product governance rules imposed by the MiFID II and IDD frameworks were recently updated to account for sustainability considerations.
Learn more about this topic in this dedicated video from our Eyes on ESG series.
Episode 19: Integrating sustainability into risk management
in the banking and insurance sectors
Emmanuelle Mousel gives details on how banks and insurance undertakings must integrate sustainability risks and factors into their business strategy, governance and risk management frameworks.
Episode 18: Employment law aspects of ESG
In this video, our expert Caroline Fort discusses how employment law with regards to social and governance factors of ESG criteria can be a crucial tool for companies in identifying and addressing ESG risks and opportunities.
Episode 17: Integrating sustainability in the suitability assessment
Our expert Clara Bourgi elaborates on the details of the update, financial instruments to contain in the clients’ investment portfolio and what the new sustainability rules require from banks and insurers.
Episode 16: Disclosure Requirements in the banking and insurance sectors
In this video, our expert Clara Bourgi addresses the details about the sustainability-related disclosure obligations, where they come from and what steps of implementation follow.
Episode 15: ESG due diligence - What is it and how is it done?
After discussing the importance of performing proper ESG due diligence (versus high-level screenings) in our previous video, our expert Stéphanie Lhomme gives us the key tips on how to do it in our new video of the series Eyes on ESG.
Episode 14: ESG due diligence
What diligence must be done before an investment or a transaction can be labelled “sustainable” and ESG compliant? What is the cost of inaction?
Learn answers to these questions with Stéphanie Lhomme in this dedicated video part of our Eyes on ESG series.
Episode 13: Banking and ESG
For banks, ESG is no longer a buzzword: it’s a permanent part of the legal framework.
Learn more about this topic with Laura Archange in this dedicated video part of our Eyes on ESG series.
Episode 12: ESG deadlines for 2022
Sustainable finance is a rapidly evolving area that has kept the industry extremely busy over the last few years.
This year will be no different, with many fast-approaching regulatory deadlines.
Have a look at the main deadlines for the year ahead with Antoine Peter in this dedicated video.
Episode 11: Green Bonds
What are the requirements for a product to be labelled a green bond?
What kind of information must be disclosed to investors?
How involved should the board of directors be in supervising the use of the proceeds during the bonds’ lifetime?
Learn more with our expert Laura Archange in this dedicated video.
Episode 10: CSRD and NFRD
Our previous video explained which economic activities qualify as environmentally sustainable. Now, we will look at what non-financial reporting is required of non-financial companies.
Who is concerned? What information must be disclosed, and when?
Discover how with our expert Olivier Deneumoustier in this dedicated video.
Episode 9: DNSH and PAI
As seen in the last video of our series, the method for showing whether an investment is “sustainable” within the meaning of the EU Regulation is very strict.
A key step, and one of the most challenging, is demonstrating compliance with the “do no significant harm” principle, or DNSH.
Because of the technical screening criteria this step is relatively straightforward for Taxonomy-eligible investments, but it can be a little bit more challenging and flexible for non-Taxonomy-eligible investments.
Episode 8: Sustainable investments
What is the EU definition of sustainable investment?
What are the three key aspects that determine whether an investment is sustainable in accordance to the EU regulation?
Learn more on this topic with our Partner Stéphane Badey during this dedicated video part of our series Eyes on ESG.
Episode 7: MiFID and ESG
Financial intermediaries like banks and investment firms have to adapt their services and processes to accommodate ESG.
Discover how with our Partner Nicolas Deldime in this dedicated video.
Episode 6: Sustainability Risks
Sustainability risks are broad and varied by definition, with different probability of occurrence and severity of impact. How can we, through materiality assessments, identify, quantify, monitor and mitigate the likely impact of these risks on the value of any investment?
Learn more with Alexandre Brajou by watching our dedicated video:
Episode 5: UCITS, AIFMD and ESG
The revision of the AIFMD and of the UCITS Directive to introduce sustainability-related requirements illustrates that this is not just a separated other piece of regulation. It affects the core functions of all asset managers regardless of the characteristics or objectives of their products. Everybody is concerned!
Episode 4: Reporting obligations under SFDR and Taxonomy
With the new regulatory framework on sustainable finance come new periodic reporting obligations. From principal adverse impact to taxonomy alignment reporting the requirements are various and have different deadlines. Quite a challenge!
Learn more with Frank Brülin by watching our dedicated video:
Episode 3: The EU Taxonomy in practice
The EU Taxonomy is a complex tool that can be used for screening economic activities. In practice it follows a detailed step by step process highlighted in this case study.
Learn more with Valérian de Jamblinne de Meux by watching our dedicated video:
Episode 2: Introducing to the EU Taxonomy
The aim of the EU Taxonomy is to create an EU-wide classification system, establishing a list of sustainable economic activities. The idea is to provide companies, investors and policymakers with a science-based transparency tool to recognise economic activities that contribute substantially to sustainability objectives.
Learn more by watching our dedicated video:
Learn more with Valérian de Jamblinne de Meux by watching our dedicated video:
Episode 1: RTS revised
On 22 October 2021, the ESAs finally published the Final Report on sustainability-related disclosures, including taxonomy-related disclosures. This Final Report provides us with the amendments to the mandatory templates for financial products, reflecting the additional disclosures applicable to Article 5 and Article 6 products under the TR. Many points that had kept the industry wondering for most of 2021 have been now clarified.
Overall the SFDR related rules remain largely unchanged, expect for some reordering of some sections in the templates.
Learn more with Antoine Peter by watching our dedicated video:
