Paul Braden FCA on LinkedIn: #esef (2024)

Check out Corporatings study on how #ESEF data is utilised! Makes for interesting reading.

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Some interesting facts

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🤩 I am proud to share with you the first study on the utilisation of #ESEF published data❗As a financial analyst and a member of the CFA Society France, I am well acquainted with the challenges surrounding access to companies' financial data. That's why we (Corporatings) have decided to create this guide to assist all stakeholders in mastering these electronic financial data (and soon, sustainability data as well...).Indeed, thanks to our database, we have analysed the data of 2,300+ European issuers in order to share best practices regarding the publication and utilisation of this data.We would like to thank Euronext for prefacing this document, EquitInsight for demonstrating the importance of electronic data for financial analysts, and finally, KPMG France for their insights as auditors and users.👉 Download the complete observatory here: https://hubs.ly/Q02239Cp0

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𝗙𝘂𝗻𝗱𝘀-𝗔𝘅𝗶𝘀 𝗮𝘁 𝗧𝗵𝗲 𝗜𝗿𝗶𝘀𝗵 𝗙𝘂𝗻𝗱𝘀 𝟭𝟬𝘁𝗵 𝗔𝗻𝗻𝘂𝗮𝗹 𝗨𝗞 𝗦𝘆𝗺𝗽𝗼𝘀𝗶𝘂𝗺 - 𝗞𝗲𝘆 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀!At the recent Irish Funds Symposium, we explored the industry's future with dynamic discussions on various fronts. Here are some highlights:𝟭. 𝗘𝗟𝗧𝗜𝗙 𝟮.𝟬: A significant push towards this new product type is underway, with a quick route to market envisaged by the CBI.𝟮. 𝗟𝗗𝗜 (𝗟𝗶𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗗𝗿𝗶𝘃𝗲𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁): The CBI emphasises LDI as a focal point for 2024. Leverage regulation is in the spotlight with consultations in progress.𝟯. 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗖𝗵𝗮𝗻𝗴𝗲 𝗣𝗮𝗻𝗲𝗹 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: The CBI prioritises operational resilience, liquidity bucketing, and focus on leverage. Sustainability and increased data demand are on the horizon.𝟰. 𝗙𝗖𝗔 𝗖𝗼𝗺𝗺𝗲𝗻𝘁𝘀: The FCA, in its survey, highlights concerns about geopolitical issues, fee pressures, and industry consolidation. New sustainability rules and an offshore funds regime are in the works.𝟱. 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗖𝗼𝗻𝘃𝗲𝗿𝗴𝗲𝗻𝗰𝗲: A call for synchronised interpretation and global regulatory policies is emphasised. The FCA aims to be a major influence on global regulatory policy.𝟲. 𝗨𝘀𝗲 𝗼𝗳 𝗖𝗵𝗮𝘁𝗚𝗣𝗧: Anticipating industry evolution with caution, the emphasis is on controlled implementation, grounded in trust.𝟳. 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗘𝗧𝗙𝘀: Continued growth is expected, driven by naming conventions and cost considerations. The industry is looking toward predictive AI and addressing potential risks.𝟴. 𝗘𝗦𝗚 𝗗𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻: UK regulations (SFDR and SDR) differ from European counterparts, emphasising the need for good human capital management and clear disclosures.𝟵. 𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀: Net outflows and a shift towards safe assets highlight the need for active managers to focus on client service and strategic partnerships.𝟭𝟬. 𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: Beyond day-to-day concerns, demographics, housing affordability, and energy transition are critical global issues.Exciting times ahead! Stay tuned for more insights into the ever-evolving financial landscape.#FundsAxisInsights #FinanceInnovation #RegulatoryInsights

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As the regulatory landscape continues to evolve, companies will need to continually enhance & refine their data management practices across ESG dimensions.Read Donnelley Financial Solutions (DFIN)'s latest whitepaper to learn more: https://lnkd.in/gAuzFcV8

At the recent SKS Client Days by Accenture, our very own Bodo Windmöller discussed the latest regulatory trends in the finance industry.The conversation focused on CRR 3, ESG challenges, and the shift towards more granular data.▶️ Watch the full interview: https://lnkd.in/dDYf3AcX#CRR3 #ESG #IReF

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The European ESG Template (EET) is not mandatory for reporting, but plays a crucial role in the European financial industry. In our guide, Kwame Taylor breaks down the recent changes in version 1.1.2, offering clarity on typographical corrections, field transitions, and the introduction of new data fields. Grab your copy: https://bit.ly/3w8NcQH.#EET #ESGreporting #sustainablefinance #regulatorycompliance

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Digitizing the data behind trade finance is going to mean better transparency and reporting, as well as improved fraud detection and ESG scoring, panellists told attendees at Sibos 2023 in Toronto. But industry participants are at different stages or that journey and leveraging the data from it is far from easy, they said. Featured below:Emmanuelle PetelleDavid CoopermanChristopher Cox#tradefinance #sibos #bnymellon #aerialview #aerialviewbites #cutthroughthecorporate

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It is the finish line for voting! Thanks again for your precious support!SIX Financial Information Financial Technologies Forum (FTF)

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Out Now! 16th edition of the CMS European M&A Study 2024The 2024 Study reveals key trends in the M&A sector, including a notable shift in deal-making strategies, a rise in ESG due diligence and strategic investments outpacing financial investments.🔎 Key findings and takeaways◾ Resilient M&A market: Despite hurdles, 2023 showcased a slow but resilient M&A market. Optimism reigns as we navigate through 2024.◾ Pricing structures shift: Notable shifts away from PPAs and earn-outs signal a move towards more predictable deal terms. Yet, smaller transactions continue to grapple with pricing uncertainties.◾ ESG considerations grow: The surge in ESG due diligence underscores a rising interest in sustainable investments, driven by regulatory and reputational pressures.◾ Rise in strategic investments: Strategic investors are pivotal players, reshaping business portfolios strategically to adapt to market dynamics.◾ Consistent risk allocation: Operational warranties' duration narrows to 12-24 months, with liability caps under 50% of the purchase price.◾ Steady W&I insurance use: W&I insurance remains a stable feature in large European deals, with the UK leading the charge.◾ Geopolitical and economic impact: Acknowledging the influence of geopolitical and economic challenges on deals, we observe a rebound in debt market confidence and anticipate boosts from election cycles.In both Austria and CEE, the main deal driver is entry into new markets. 📖 Read the full report here:https://lnkd.in/gPjwqrHU#cmslaw#mergersandacquisitions#deals#investments#ESG

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