Let's Talk EU
Politics
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Institute has 10 offices worldwide and 160 local societies. For more information, visit www.cfainstitute.org or follow us on Linkedin and X at @CFAInstitute.
Location:
United States
Description:
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Institute has 10 offices worldwide and 160 local societies. For more information, visit www.cfainstitute.org or follow us on Linkedin and X at @CFAInstitute.
Language:
English
Episodes
Facing the challenges of the Retail Investment Strategy: A better understanding of retail investors through the use of behavioural economics
1/22/2024
Josina Kamerling and Alexandra van Geen, Senior Supervisor and Research, Consumer Behavior team at the Autoriteit Financiële Markten (AFM) discuss a dynamic approach to look at retail investors’ preferences and needs.
Duration:00:27:18
A closer look at the EU Digital Agenda
10/23/2023
CFA Institute and CFA Society Spain recently released a new briefing paper on Fintech in the EU. Josina Kamerling and Zaira Melero, Advocacy Committee Member, CFA Society Spain, discuss the conclusions of the report, and the challenges of the EU digital era for the financial industry.
Duration:00:25:39
The Retail Investment Strategy in the EU: are we finally hitting the sweet spot for retail investors?
7/31/2023
Josina Kamerling and Karel Lannoo, Chief Executive Officer, Centre for European Policy Studies (CEPS) have a conversation on the recent Retail Investment Strategy Package, which was presented by the European Commission few weeks ago. They discuss the legislative proposals included in the package, and their impact on investor protection and the development of the Capital Markets Union.
Duration:00:33:47
The Debate on Retail Commissions is Back to the Fore in the EU: Need for a Pragmatic View
4/4/2023
CFA Institute recently released a new global survey on inducements, which focuses on the issue of the mis-selling of financial products, and the implications of the retail commissions practice. In this episode, Josina Kamerling discusses the findings of the survey, and highlights similarities and differences in every region.
Duration:00:20:23
The New Universe of Sustainability: The Challenging World for Company Boards
3/13/2023
Josina Kamerling has a discussion with Pauline van der Meer Mohr, Chair of the Supervisory Board of ASM International NV, and non-executive director on the Boards of AholdDelhaize, Nationale Nederlanden and Viatris Inc., about the future role for company boards on sustainability, and the way organisations should engage with shareholders.
Duration:00:20:32
What is the level of trust in financial services in 2022?
11/8/2022
Josina Kamerling and Rhodri Preece, Senior Head, Research, CFA Institute, discuss the findings of the 2022 CFA Institute Investor Trust Survey and talk about how retail and institutional investors are interacting with the factors impacting trust today.
Duration:00:24:52
The EU Taxonomy: a stepping stone to a green Europe?
6/28/2022
The Taxonomy Regulation establishes an EU-wide classification framework to provide businesses and investors with a common language to identify environmentally sustainable economic activities. Companies will be required to disclose their impact in the environment and increase transparency in how they mitigate it. On this episode, Josina Kamerling interviews Sirpa Pietikäinen, Member of the European Parliament and former Minister of the Environment in Finland and a strong advocate for the transition to Sustainable Finance. What are the challenges to implement the regulation, and can the Taxonomy remain a neutral scientific method that benefits both companies and retail investors?
Duration:00:23:36
The EU agenda on Corporate Governance and Sustainability Reporting
5/12/2022
Josina introduces us to the recent developments in corporate governance and reporting to protect retail investors, and the need for a holistic approach in the recent CSRD proposal, the EU legislation that aims to widen the NFRD's scope and ESG disclosure requirements. She welcomes Olivier Boutellis-Taft, CEO of Accountancy Europe to the show and poses him the question: what is the role of auditors and company boards in the face of global shortages of natural resources, and other key sustainability risks? Investors, more than ever, are looking for succinct and transparent reporting of companies’ environmental impact and risks.
Duration:00:31:14
The SPACs boom: What do they mean for investors and investment professionals in the EU?
4/4/2022
CFA Institute and BETTER FINANCE address the recent boom of SPACs in a joint research report that brings a pragmatic view of the issues facing European retail investors and investment professionals that are considering a move into this rapidly evolving (and for many, unfamiliar) territory. Roberto Silvestri, Josina Kamerling and Edoardo Carlucci discuss the possible role of SPACs in the context of the Capital Markets Union (CMU) in the EU, and the main regulatory issues concerning transparency and information disclosure, investor protection, and supervision.
Duration:00:24:11
The Launch of CFA Institute DEI Code (US and Canada): Is the Investment industry ready for a cultural shift?
3/8/2022
The investment industry is facing a cultural shift as diversity, equity, and inclusion (DEI) become crucial elements in attracting and retaining talent, whoever it comes from. Josina introduces Sarah Maynard, Global Head, External Diversity, Equity, & Inclusion at CFA Institute. She recognizes that an organization with an inclusive culture results in better investor outcomes, and is a better place to work. To lead the industry in this direction, CFA Institute has developed a voluntary code to guide DEI, beginning in the United States and Canada.
Duration:00:15:01
EU Supervision: Fortress Europe or a Single Market open to the Global Financial Markets?
2/28/2022
As the EU looks to advance its Capital Market Union and Single Market plans, one key issue stands on its way: reducing differences between national laws and providing European institutions with a single set of rules to follow – the Single Rulebook. Josina Kamerling talks us through the concept of supervisory convergence and recent developments around the theme as she poses the question: is the EU trying to become a fortress or open its doors for dialogue?
Duration:00:17:10
Stakeholder Capitalism in Action: The German Governance Model
1/17/2022
Josina Kamerling, Susan Spinner, CFA, CEO of CFA Society Germany, and Martina Bahl, CFA, CFA Society Germany's Advocacy member, discuss the findings of the joint CFA Institute and CFA Society Germany report “Stakeholder capitalism in Action - Spotlight on Germany’s Works Councils”, which looks at how stakeholder capitalism is applied in Germany through the concept of employee co-determination.
Duration:00:18:39
Happy New PEPP! Starting 2022 with border-free retirement savings
1/3/2022
Josina Kamerling discusses the Pan-European Personal Pension Product (PEPP) regulation, with Hans Van Meerten, professor of European Pension Law at Utrecht University. Effective January 1 2022, 240 million savers in the EU will get better pension choices. This episode covers the background of the legislation and discusses how EU pension reform, most notably in the Netherlands, signals a profound rethinking of the subject.
Duration:00:21:48
8th Global Ethics & Trust in Finance Prize for Under 35s Focusses on Sustainability and Ethics
11/17/2021
Josina Kamerling, co-president of the Prize Jury discusses with her co-president Prof. Paul Dembinski about this edition’s laureates, what themes are emerging and what needs to change in the financial industry for sustainability to function. Following the high-level commitments at COP26, how can we walk the talk?
Duration:00:18:14
The Impact of Covid-19 on Companies’ Stakeholder Engagement
9/1/2021
Josina Kamerling introduces us to Simon Rawson from ShareAction, an UK-based charity that advocates for responsible investment. They discuss the impact of Covid-19 on stakeholder engagement in firms, and specifically the role of Annual General Meetings (AGMs) in shaping business conduct.
Duration:00:23:32
Future of Work: What Challenges Hybrid Environments Bring to the Finance Industry Regulation
7/26/2021
Josina Kamerling and Rhodri Preece, CFA, Senior Head of Industry Research at CFA Institute talk about the findings of the CFA Institute ‘Future of Work in Investment Management’ survey, which gives us a glimpse of the evolution of work post-pandemic. They also discuss how regulators are coping with the new virtual work environment and the risks it brings from the perspectives of location policy, tax implications, operational risk, supervision of business conduct, among others.
Duration:00:22:31
The impact of Covid-19 on EU financial markets: one year later
7/12/2021
Josina Kamerling walks us through the findings of the CFA Institute survey report ‘COVID-19, One Year Later: Capital Markets Entering Uncharted Waters’, which captured the thoughts of thousands of our members on the impact of the pandemic on global financial markets, and discusses the EU regulatory response to the crisis.
Duration:00:12:09
Board Accountability in Corporate Governance in the Wake of the Pandemic
6/14/2021
The pandemic is likely to change the role of company boards and the way people look at companies. The fourth edition of the CFA Institute investor trust study reveals consumers and employees want to have the power to influence companies. They also believe that CEOs must lead on societal issues such as the pandemic impact on the economy and job automation.
Hear from Leena Linnainmaa, Secretary General at Directors' Institute Finland, Chair of the European Confederation of Directors Associations (ecoDa) and expert on corporate governance, company law, securities markets law and women in leadership issues.
Duration:00:28:46
A Guide To EU Financial Politics and Policy Development
4/28/2021
Recently, CFA Institute published the new report “Corporate Governance and ESG disclosure in the
EU”, which looks at how ESG developments and corporate governance policies may merge into new
regulatory frameworks aimed at strengthening the link between companies and the wider society,
including shareholders and other stakeholders.
Hear from experts on the current obstacles to corporate accountability and
protection of shareholder rights, and the effects of ESG integration in EU companies’ business models.
Duration:00:27:15
A Guide To EU Financial Politics and Policy Development
3/25/2021
Josina Kamerling provides an analysis of the EU policy developments and practices on Corporate Governance and ESG disclosure in the EU, and provides some action points for European policymakers, companies and investors.
Duration:00:17:25