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ESG-Related Investment Fund Disclosure

Thursday, May 2, 2024
12-1 p.m. EDT

Join IFIC and the CSA for a discussion on ESG-related investment fund disclosure. CSA staff will clarify the purpose of CSA Staff Notice 81-334, which was revised on March 7, 2024. They will also provide a summary of ESG-focused reviews conducted since the publication of the 2022 staff notice, and an overview of the main updates to the 2022 notice, including a detailed discussion relating to guidance on ESG limited-consideration funds.

Presenters include:

Ontario Securities Commission
Sean Costen, Legal Counsel
Bryana Lee, Senior Legal Counsel
Stephen Paglia, Manager, Investment Management Division

Autorité des marchés financiers
Lucas Orlandi, Securities Oversight Analyst
Charles-David Tremblay, Senior Analyst, Sustainable Finance Oversight and Supervision

Alberta Securities Commission
Chad Conrad, Senior Legal Counsel, Investment Funds



Webinar Presentation – ESG-Related Investment Fund Disclosure