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Recorded Webinar: How to develop a reporting framework for ESG disclosure regulation

10 October 2023

ESG reporting is a challenge and additional burden for many financial institutions as regulations continue to evolve, ESG data management is complex, and global standards remain elusive. Helpful solutions include reporting frameworks that support the collection, understanding, and management of ESG data for disclosure.

This webinar will provide practical guidance on how to build a reporting framework for ESG disclosure regulation. Along the way, it will review industry progress on ESG reporting, the challenges of disclosure compliance and potential solutions. It will also touch on the benefits of an ESG reporting framework beyond compliance.

Listen to the webinar to find out about:

  • The state-of-play on ESG reporting
  • Specific challenges of disclosure
  • How to address these challenges
  • Guidance on building a reporting framework
  • Useful technologies, tools, services and solutions
  • Benefits of getting it right beyond compliance

Speakers:

Michelle Auger, CFA Former Sustainability Strategy Director
Wells Fargo
Adrian Whelan Senior Vice President and Head of Regulatory Intelligence for Investor Services
Brown Brothers Harriman (BBH)
Alex Merola Executive Director, Software Solutions Commercial Strategy for Sustainability and Private Markets
S&P Global Market Intelligence
Moderator: Sarah Underwood Editor
A-Team Group

More about our speakers:

Michelle Auger, CFA

Former Sustainability Strategy Director

Wells Fargo

Michelle Auger advises on sustainability strategy for the Wells Fargo International entities with a focus on regulatory and policy matters. She has deep expertise in strategy and implementation planning to scale up sustainable investment activities on a cross-functional basis. Over the course of her career, she has advised investment teams on ESG and sustainable investing practices across diverse asset classes and strategies including equities, fixed income, hedge funds, supply chain finance, commercial real estate and infrastructure. Michelle Auger earned an LL.B. in Law from the University of Leicester and is a CFA charterholder. She has also completed the Postgraduate Certificate in Sustainable Business at the Cambridge Institute for Sustainability Leadership.

Adrian Whelan

Senior Vice President and Head of Regulatory Intelligence for Investor Services

Brown Brothers Harriman (BBH)

Adrian Whelan is a Senior Vice President and Head of Regulatory Intelligence for Investor Services at Brown Brothers Harriman (BBH), based in Dublin. In this role, he is responsible for articulating the impact of regulatory change on asset managers and the industry in which they operate. Mr. Whelan is the lead contributor to BBH’s On The Regs blog, where he regularly shares insights on global regulatory topics. Mr. Whelan is active in the Investment Company Institute, the International Securities Lending Association, Irish Funds and Investment Association, and other global industry bodies and working groups focused on education and advocacy for regulatory and policy changes impacting the asset management and banking industries. Mr. Whelan is a champion of the Dublin chapter of BBH’s Young Professionals Network and is active in the firm’s Asia Link Network and Pride Network. Adrian holds a degree in Business Studies from Dublin City University.

Alex Merola

Executive Director, Software Solutions Commercial Strategy for Sustainability and Private Markets

S&P Global Market Intelligence

Alex Merola serves as executive director of commercial strategy for sustainability and private markets software at S&P Global Market Intelligence.

Alex is responsible for commercial strategy, product development, system integrations and client engagement for sustainability and private markets use cases. He joined S&P Global Market Intelligence through the acquisition of Ipreo in 2018, where he held the position of Global Head of Solutions Engineering for the Private Markets.

As an accomplished leader with more than 10+ years’ experience in the software and financial technology space, Alex has a proven track record of optimizing client experiences through innovative products and technology solutions and brings a wealth of subject matter expertise to the private markets. He previously worked for AvePoint Inc. as a senior member of the financial services division.

Alex holds a Bachelor of Science in Computer Engineering from Villanova University.

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