Agenda

10:30-10:45

Welcome addresses

  • Camille Thommes

    Camille Thommes Director General Association of the Luxembourg Fund Industry (ALFI)


10:45-11:05

Sustainable investments: SFDR and beyond – the view from an asset manager

By 10 March 2021, investment funds and asset managers had to comply with the main provisions of the SFDR.  Asset managers who wish to offer products with a core focus on sustainability have two options:  investment funds which promote environmental and/or social characteristics (article 8 products) and investment funds which have sustainable investments as their objective (article 9 products).

The speakers will discuss the current situation in the industry and the challenges ahead linked to implementation of level 2 of SFDR and the taxonomy related disclosures.

  • Rob Radelaar

    Rob Radelaar Client Portfolio Manager Sustainable Investing Robeco


11:05-11:25

Challenges, opportunities and trends of using Luxembourg structures for real estate investments

Soaring around structuring tools, distribution mechanisms and regulatory projections


11:25-11:45

Private equity funds: market trends and developments in structuring, management and sustainability

This session’s discussion topics will include EQT’s choices regarding substance in Luxembourg, the (lasting) effects of the lockdown on business operations, how compliance requirements are met, and how EQT considers ESG and cybersecurity.


11:45-12:05

Distribution trends: investors are more digital than ever – is the fund industry ready?

In order to meet investor demands we must deliver smarter and faster services. So we are all led to focus on cost control and the use of technology to create efficient processes and systems and enable our service teams to support our clients properly. But is the industry ready?

  • Louis Wright

    Louis Wright Director Sales and Relationship Management Calastone


12:05-12:15

Closing remarks and Q&A

  • Camille Thommes

    Camille Thommes Director General Association of the Luxembourg Fund Industry (ALFI)