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As CFA Institute prepares to release its new ESG Disclosure Standards, there is a whirl of conversation around the global industry standards —from the updates and framework to the reasons for them.  
 
Confluence and ACA Group hosted a webinar on 8 June 2021, where our panel of industry veterans discussed the new standards, how they are different from other regulations and frameworks and what all of it means to asset managers, servicers and owners.
 
Agenda:
  • Ask "Why CFA is creating these standards and how are they doing it?"
  • Compare the new ESG Disclosure Standards to Governmental ESG Regulations
  • Discuss the expected popularity and costs of adopting the new standards
  • Explore how Confluence and the ACA Group can help adhere to the new standards through their ESG offerings

SPEAKERS 

14-Crista DesRochersCrista DesRochers, Partner at ACA Group, ESG Advisory

Crista DesRochers is a Partner with ACA Group (“ACA”). Crista joined ACA’s ESG team from ACA’s Performance Services team, where she provided Global Investment Performance Standards (GIPS®) consulting and verification services to investment managers across the globe. She brings more than 15 years of investment management consulting experience to the ESG team and specializes in ESG assurance-related services.

Crista is an active volunteer with CFA Institute. She is currently a member of the GIPS Standards Technical Committee and the ESG Verification Subcommittee, and a former member of the United States Investment Performance Committee (USIPC). She earned her B.A. in Business Administration with a concentration in Finance from Washington State University and is a member of CFA Institute and CFA Society of Portland.

 

CarlBacon052-1Carl Bacon, CIPM

Chief Advisor, Confluence

Carl Bacon CIPM, founded Otos Ltd in April 2000. Otos Ltd provides advice to asset managers on various risk and performance measurement issues.

Carl was Chairman of StatPro Plc from 2000 to 2017 and prior to that Director of Risk Control and Performance at Foreign & Colonial Management Ltd, Vice President Head of Performance (Europe) for J P Morgan Investment Management Inc., and Head of Performance for Royal Insurance Asset Management.

Carl holds a B.Sc. Hons. in Mathematics from Manchester University and is a member of the Advisory Board of the Journal of Performance Measurement. A founder member of both the Investment Performance Council and GIPS®, Carl is chair of the GIS Committee and ex-chair of the GIPS Executive Committee, and ex-chair of both the Verification and Interpretation Sub-Committees, and founder of "The Freedom Index Company".

Carl is also the author of “Practical Portfolio Performance Measurement & Attribution” part of the Wiley Finance Series, "Practical Risk-adjusted Performance Measurement", numerous articles and papers and editor of “Advanced Portfolio Attribution Analysis”

 

camilla headshotCamilla Bossi

Business Development Manager, ESG Solutions

As Business Development Manager of ESG Solutions, Camilla Bossi leads Sales to EU (ex Italy) Institutional clients. She came to Confluence from ECPI Group in 2019. Camilla worked at ECPI for more than 12 years, where she held executive positions in sales and marketing. Camilla earned a Master’s degree in Economics and Social Science from the Università Commerciale Luigi Bocconi in 2004.

 

Chris Smith Hill HeadshotChris Smith-Hill, CIPM

Revolution Product Manager, Product Design and Reporting

Chris joined StatPro, now Confluence, in 2014 and worked as Head of User Experience and Product Manager for Revolution Performance.

As product manager for Product Design and Reporting for Revolution, Chris Smith-Hill, CIPM has extensive knowledge of Performance Team workflows and is currently leading the Revolution Composites project. Chris earned a Master's degree in Economics from Portland State University and a Bachelor's degree in Political Science from the University of Oregon.