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Sustainability in Wealth and Asset Management webcast
In this webcast, our EY panelists delved into mandatory climate-related financial disclosures, contractual obligations, and investor expectations relating to sustainability.
Mandatory reporting (currently planned to commence for some entities from year ended 30 June 2025) will act as a major lever in accelerating ESG integration across an organisation both for those that are required to report and for organisations that form part of the reporting ecosystem. Organisations in the Wealth and Asset Management sector will need to understand potential obligations that may arise as a result of this but also understand the evolving landscape as it relates to the increased focus on sustainability and its associated risks from regulators, employees, investors and Board members.
As organisations continue to evolve and respond to this ever-changing landscape, we will explore:
When will asset managers be required to implement the proposed mandatory reporting changes and to what extent?
How will asset managers, custodians and administrators work together to ensure accurate and reliable information is disclosed?
What are the current regulatory risks (e.g. Greenwashing) that are presenting themselves and how can I manage these in the future?
What contractual obligations have we agreed to under existing IMAs and offer documents?
How are investor expectations evolving from a due diligence perspective?