How are PAI indicators considered in wealth management mandates?
Information
Join Elodie Van de Woestyne and Sergio Venti, both experienced professionals in sustainable and responsible investments, in their session titled "How PAI Indicators are considered in Wealth Management Mandates."
Deloitte conducted a survey early 2023 among 10 Private Banks in Europe (including Switzerland) to understand how they considered the Principal Adverse Impacts indicators in their mandates, focusing on the methodology used within single lines and funds (reporting, exclusion, benchmark, momentum).
The results of the survey will help you compare to your peers and understand how the market understood the term “consideration”. Deloitte will also deep dive on how Private Banks have been working with fund managers to collect the PAI indicators on the underlying funds.
This is a must-attend session for fund managers looking to gain insights on how to integrate PAI indicators into their investment decision-making process.
