Sustainable Investments: How to create a methodology and screen your financial products

30-minute webinar tailored to Asset Managers looking to gain a clearer understanding of what the SFDR requirements for Sustainable Investments are.
Sustainable Investments: How to create a methodology and screen  your financial products

The concept of “sustainable investments" is one of the big pending question marks regarding two important sustainable finance regulations in Europe: the Sustainable Finance Disclosure Regulation (SFDR) and MiFID II

This webinar is tailored to Asset Managers looking to gain a clearer understanding of what the SFDR requirements for Sustainable Investments are. In 30 minutes, understand how your team can create its own definition of Sustainable Investments for your financial products, as well as easily assess and report what percentage of a portfolio meets your definition of Sustainable Investments.

Here’s a list of topics we cover: 

  • What exactly are SFDR’s expectations from Asset Managers when it comes to Sustainable Investments
  • How to define the concept of Sustainable Investments for a financial product
  • How to implement a process to calculate the percentage of your portfolio meeting your definition of Sustainable Investments
  • How Datia can help you improve your work with Sustainable Investments
Webinar: "Sustainable Investments: How to create a methodology and screen your financial products"
Duration: 30 min
How to watch: register using the form. Then you will see a link to open the recording. If you have any questions, feel free to email hello@datia.app

Speakers

Nora Sandahl

Head of Sustainability

Nora is an experienced sustainability professional with a background in sustainability consulting, finance, and regulation. She's spent numerous hours reading sustainability reports and EU directives and regulations.

Ana Bernal Ramos

Head of Product

Ana leads design and strategic decisions about how Datia can continue improving and meeting customers' needs. Before Datia, Ana designed digital public services for governments - later recognized by the United Nations. She also contributed to the scale-up company MURAL for Enterprises, an app used by over 90% of Fortune 100.