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The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
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ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
The Emerging.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
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September 24, 2020 TO: ESG Task Force (Global)
In response to many of your requests, we are going to hold a member-driven workshop to discuss implementation of the EU Sustainable Finance Disclosure Regulation (SFDR). We recognize that the initial 10 March 2021 compliance date presents a huge challenge, especially given the ambiguity in the level 1 legislative text and with the level 2 regulatory technical standards (RTS) not yet final, and we would like to provide you with a forum for an open, informal discussion of member-submitted questions/issues. We expect the European Commission to come out in the next few days with some sort of delay of the level 2 requirements, which will provide additional fodder for discussion.
When: Thursday, 8 October, 10:00-Noon EDT/15:00-17:00 BST
Format and your role/input: We would like this workshop to be very informal and interactive, with a robust member-driven discussion. Please send us your workshop questions/issues by COB next Thursday, 1 October, and please also indicate if you are interested in teeing up a particular topic or issue for discussion. We will circulate the list of questions/issues to the group several days in advance of the workshop.
How to register: We will send a calendar invite to the EU ESG Disclosure Regulation Working Group. Feel free to invite other colleagues within your organization as appropriate, although please be mindful that we’d like to keep this particular discussion to members who are willing to actively participate, with the goal of facilitating a frank and open discussion. To that end, this will be a video meeting rather than a phone call.
Antitrust compliance note: This meeting, like any other ICI meeting, is subject to ICI’s antitrust compliance policy and guidelines: https://www.iciglobal.org/pdf/pub_antitrust_policy.pdf. By way of illustration, firms should not discuss their future plans with respect to introducing specific products in specific markets.
Please don’t hesitate to reach out to us with any suggestions, thoughts, or questions. We would like this discussion to be as helpful for you as possible.
Linda M. French
Assistant Chief Counsel, ICI Global
Anna Driggs
Director and Associate Chief Counsel
ICI Global
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