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Research

ESG value in the Wealth management industry.

01.06.2022 10:00 - 13:00 14:30 - 16:00 Dual Mode

Presentation of the day

Community event: The ESG Value in the Wealth Management Industry.

The meeting aims to decline the following themes:

  • the new ESG and performance portfolios
  • analysis of ESG impacts: transparency and metrics
  • Communicating ESG value to customers
Research meeting: Presentation of research tools | Digital Wealth Management HUB 2022

Illustration of input models, surveys, data requirements, and sharing and validation with the Research Group

Agenda of the day

date: 01.06.2022
time: 10:00:00
Chiara Frigerio
Professor of Business Organization and Secretary General Cetif
Università Cattolica del Sacro Cuore
Opening of the proceedings by Prof. Chiara Frigerio
date: 01.06.2022
time: 10:15:00
Giorgio Ciaponi
Research Manager
Cetif
ESG value in the Wealth management industry.
date: 01.06.2022
time: 10:40:00
Daniela Costa
Senior Economist and Advisor Economic Studies Office.
CONSOB
Sustainable investments in Italians' preferences
date: 01.06.2022
time: 11:00:00
Antonia Manzini
FinTech Division Milan
Bank of Italy
Expectations of Vigilance in Climate and Environmental Risks.
date: 01.06.2022
time: 11:20:00
Roberto Arosio
Head of Investments and Wealth Management Banca Aletti- Gruppo Banco BPM
Aletti Bank
The integration of sustainability preferences in Banca Aletti
date: 01.06.2022
time: 11:45:00
Stefano Fossati
Director Investment Advisory & Solutions
Mediobanca Premier
Matteo Gilioli
Head of Products and Services Wealth Management
Credem Euromobiliare Private Banking
Elena Leonardi
Head of Asset Management and Insurance
Banca Generali
Round Table

Research meeting outcome

Partners

Companies and technology partners involved in development.

The appointments of the Digital Wealth Management HUB 2022