Private Equity US ESG Summit - Hosted by Private Equity Wire

What should your business know about SFDR and where should you be on the timeline to compliance
Collecting and reporting on data for SFDR - what are the solutions
How do the EU Taxonomy Rules complicate the SFDR
How to factor in the complexities of different underlying investments and asset classes
What are the complexities for asset managers in adapting to the EU taxonomy and the sustainable finance disclosure regulation?
Greenwashing: Following changes in Europe is SEC regulation on the way? How will this play out?

Making progress: aligning manager and investor interests on ESG – how to collaborate in the reporting process and what are the operational headaches?
How do investment consultants think about and judge asset managers’ ESG capabilities, from portfolio approaches to gender diversity within investment teams and across-the-board ESG risk management?
Is there a disconnect between asset managers and allocators/consultants when it comes to ESG expectations from funds?
How do ESG expectations now play into the investor ODD process

Making progress: aligning manager and investor interests on ESG – how to collaborate in the reporting process and what are the operational headaches?
How do investment consultants think about and judge asset managers’ ESG capabilities, from portfolio approaches to gender diversity within investment teams and across-the-board ESG risk management?
Is there a disconnect between asset managers and allocators/consultants when it comes to ESG expectations from funds?
How do ESG expectations now play into the investor ODD process

How should ESG be impacting existing funds and creating opportunities for new launches
How can private markets specialists create ESG compliant portfolios
Should managers and investors be preparing for a future that involves effective carbon pricing, carbon taxes, and payment for ecosystem services?
Sovereign green bonds, natural capital, and renewable energy infrastructure have been identified as some of the most promising sustainable asset classes. Where are the opportunities for investors now, and which investment areas have already become crowded/expensive?
How can asset managers embed ESG within their existing constraints and style factors? Can value investing be combined with principles for responsible investing? How important is it to identify ESG “improvers”, companies that are making progress with their ESG scores?
Impact Investing – can it be classed as an ESG product and how can it be efficiently measured?

With multiple standards and reporting options, what represents best practice?
How to partner with service providers to get your reporting right
Using ESG benchmarks, scorecards and third-party data sources – are these genuinely useful? And how best to leverage an array of different reports and rating standards
Is ESG data the new edge for asset managers? How is the lack of high-quality ESG data hampering asset managers’ efforts to invest responsibly?
With across-the-board disclosures and consistent reporting standards still lacking, how should asset managers discriminate between companies?
How much should asset managers rely on ESG ratings providers for a picture of a company’s sustainability?
Are we reaching a tipping point with regulation such as the EU SFDR providing an answer to the problem of reporting, or should asset managers themselves be doing more to motivate investee companies to disclose non-financial data?
What solutions can technologies such as natural language processing and blockchain provide in improving the ESG data offering?

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