This course provides an in-depth overview of the integration of Environmental, Social, and Governance (ESG) considerations into MiFID II, reflecting the European Union’s commitment to sustainable finance. ESG integration under MiFID II requires investment firms to assess clients’ sustainability preferences during onboarding and suitability assessments, embedding ESG factors into portfolio management and advisory processes. Participants will explore the rise of ESG investing, the regulatory amendments mandating ESG integration, and the operational, data, and reporting requirements that firms must meet. The course also examines challenges such as inconsistent ESG data, evolving regulations, and the costs of system and staff adaptation, alongside opportunities for market differentiation, enhanced risk management, and stronger client relationships. Through case studies and practical steps, learners will acquire the tools to navigate ESG integration effectively, ensuring compliance while leveraging sustainability as a driver of innovation and competitive advantage.
- Teacher: Curator to be announced soon