Agenda
18th September 2024
10:00 – 13:00
Community event: 3rd Digital Wealth Management HUB – ESG Wealth Management
The mission of CeTIF is to drive and support the evolution of the financial sector and enhance its international competitive capability through innovation, digitization, and business sustainability.
As a Main Partner of this event, Objectway fully embraces the values of the CeTIF Community, focusing on fostering business and governance evolution through technology, regulation, and innovation capacity. Objectway is dedicated to delivering outstanding performance, offering a comprehensive, modular solution that encompasses algorithm-based investing strategies, automation of back-office operations, and the enhancement of client experience.
The Community Events organized by CeTIF are more than just meetings; they provide valuable opportunities for keynote speakers and industry experts to stay updated and cultivate relationships that allow them to capitalize on the constantly evolving developments shaping financial, banking, and insurance ecosystems.
This upcoming appointment will cover the following topics:
- ESG data & profile for the client Wealth
- ESG: impacts on suitability and model portfolios
- Communication of ESG impact to the client