About the event
After a successful inaugural conference in 2024, we are very excited to announce our second annual ESG for Swiss Asset Managers Conference! As regulations continue to develop, and attitudes to ESG shift, we will continue on a number of the themes of our ESG for Swiss Asset Managers Webinar series, and explore these topics further. Our hosts Jack Armstrong, Antonios Koumbarakis and Dimitri Senik will be joined by a number of expert guest speakers and panellists, to explore a range of topics currently affecting the asset and wealth management sector in Switzerland.
As always, our discussions will focus on practical implications, real-life experiences, and guidance on overcoming the challenges and embracing the opportunities that sustainable investing brings to our industry.
Hosts
Jack Armstrong
Director, ESG Specialist Asset & Wealth Management, PwC Switzerland
Dr. Antonios Koumbarakis
Partner, Sustainability & Strategic Regulatory Leader, PwC Switzerland
Dimitri Senik
Director, Investor Trust Services Leader, PwC Switzerland
Preliminary Agenda
| 13:30 | Registration |
| 14:00 | Welcome and introduction
|
| 14:05 | Regulatory snapshot
|
| 14:20 | Self-regulation 2.0
|
| 15:05 | Panel discussion: Private markets
|
| 15:50 | Coffee Break |
| 16:20 | Fireside chat: Transition product
|
| 16:50 | Keynote Speech
|
| 17:20 | ASIP - updates to self-regulatory framework
|
| 17:45 | Wrap-up and closing |
| 18:00 | Apéro-riche and networking |
Language
The event will be held in English.
Participation
Please note that the participation is free of charge. Seats are limited and will be allocated on a first come, first served basis.
Date and location
Wednesday, 5th February 2025
13:30 - 18:00, followed by an apéro-riche
Widder Hotel Zurich
Rennweg 7, 8001 Zürich
Register here
https://pages.pwc.ch/view-form?id=701Vl00000NCHcaIAH&embed=true&lang=en
Previous event recordings
Episode 8
In the eighth episode of the series, our focus was on the updated AMAS self-regulation on sustainability. In June 2024, the Federal Council recognised that the AMAS self-regulation adequately aligns with its stance on preventing greenwashing in the financial sector. As a result, the previously existing self-regulatory guidelines have been updated and enhanced, leading to a number of key changes and action points for asset managers in Switzerland.
Episode 7
In the seventh episode of the series, our focus was on the Net Zero Asset Managers initiative. We’ve discussed the background and intentions of the initiative, before moving on to the practical challenges involved in implementation and best practices for overcoming them. We’ve also discussed Swiss-specific elements including the Swiss Climate Score. What’s more, we dived deeper into these topics with an expert guest panel.
Episode 6
The focus of the sixth episode in the series was on pension funds. We discussed the regulatory backdrop in Switzerland, including in particular the latest guidance and recommendations on ESG Investment Reporting from the Swiss Pension Funds Association ASIP, and what this means in a practical sense – both from the perspective of pension funds themselves and for the Swiss asset managers that manage their investments and their investment reporting providers. During the webinar, we dived deeper into these topics with an expert guest panel including representatives from the City of Zurich Pension Fund, UBS and Zürich Cantonal Bank.
Episode 5
In the fifth episode of the series, we focused on the impact of SFDR Level II, which came into force from 1 January 2023. In particular, we discussed the related challenges faced and practical processes that have been implemented by players in Swiss market in order to satisfy the reporting requirements for EU funds. The guest panel included representatives from two major Swiss asset managers and from PwC Luxembourg.
Episode 4
In the fourth episode of the series, we have discussed recent updates to the regulatory timeline in Switzerland and the EU and shared findings from our recent publication entitled “Greenwashing and Greenwishing”. We've then discussed practical issues related to the topic as well as challenges faced by players in the Swiss market. The episode featured a guest panel that included representatives from two large Swiss asset managers as well as Asset Management Association Switzerland.
Episode 3
In the third episode of the series, we discussed upcoming investment reporting challenges in the context of SFDR and good market practice. We also shareed the results of our recent study survey on ESG investment reporting, which was conducted in partnership with bmpi (bmpi.ch), and includes responses from a total of 28 of the largest Swiss asset managers, custodian banks and asset owners. We discussed the practical implications from the study results, what they mean for Swiss investment managers and investors, and the actions that should be taken.
Episode 2
In the second episode of the series, we shared lessons learned and practical findings from our recent study highlighting the lack of ESG comparability in fund information documents. We provided practical guidance on tackling the data issues presented by the upcoming SFDR Level 2 regulation, particularly PAI disclosures. Then we discussed the real-life experiences and challenges encountered in implementing best practice ESG processes and controls, with a leading industry player.
Episode 1
In the first episode, we focused on upcoming EU regulation, including SFDR Level 2, local market practices and regulatory requirements in fund domicile jurisdictions (Luxembourg and Ireland), and observations from a recent study that we conducted in partnership with Conser.
Contact us
Jack Armstrong
