Katie Zolnierz, Director – Business Development & Marketing, will join a panel of investment management experts to discuss the best and newest data reporting processes and client communications with ESG considerations.
As demand for ESG content within client communications increases, investors are interested in the performance and impact of their investments so companies need to adapt and provide meaningful insights for the end client. Failure to do so can lead to reputational damage for the company and the client, as well as significant financial costs.
During the breakfast briefing hosted by Clear Path Analysis at the DoubleTree by Hilton in London Victoria, Katie will share industry best practices and practical examples on how to set up client communications in order to get your ESG reporting correct and answer the following questions:
- What are the challenges and opportunities of embedding ESG data and analysis into your client reporting and digital communication?
- How can digital technologies enable the necessary transparency of how investment managers deliver on their ESG investment mandates?
- What are the key considerations when scaling your client reporting framework for sustainable investing?
The event is free to register via the Clear Path Analysis website or alternatively, please get in contact with Katie directly.