Roundtable with the President of the CFA Institute

How investment managers can best challenge and collaborate with industry leaders and board members to solve the data, metrics and transparency challenge of ESG standards.

 

It’s been a pleasure for Schulthess Zimmermann & Jauch to host a roundtable discussion with Margaret Franklin, CFA, and a group of leaders spanning across asset owners, asset managers and company boards.

CFA Institute, the global association of investment professionals, has been at the forefront of research, engagement and thought leadership on the evolving landscape of environmental, social and governance (ESG) factors in the investment landscape, culminating in the release of the Global ESG Disclosure Standards for Investment Products in late 2021. Today, a vast majority of institutional investors believe that sustainability reports are not sufficiently informative, which results in a perception of insufficient sustainability orientation at corporate board level.  

We were delighted to host CFA Institute’s President and CEO – Margaret Franklin, CFA – for a virtual roundtable conversation. The investment management industry faces a very competitive environment, with margin pressures, technological disruption, and most importantly, with changing client preferences regarding sustainability. All industries are challenged by sustainability targets and investor scrutiny and changing consumer and customer expectations on ESG. Against this backdrop, every firm must focus on its “operating and people model” as an essential part of its strategy. Successful companies of the future will differentiate themselves by their purpose and their ability to attract the best talent.