Managing a financial portfolio’s climate exposure – from the data to the tools

Simone Ruiz-Vergote
MSCI ESG Research
March 20, 2023 – 05:15 – 06:30 PM (CET)

To join in person, just come to the room O 129 (i.e., in the castle, building Ostflügel, level 1, room 29). To join virtually, please register in advance using this link.

Speaker Bio
Simone is the Global Head of ESG & Climate Policy at MSCI ESG Research. She steers and coordinates MSCI’s research efforts on ESG and climate-related regulatory initiatives, globally.

Her team is responsible for driving research and methodology development, enabling MSCI clients to respond to regulations on sustainable finance and climate-related prudential rules. Simone is a member of the Consultative Working Group of ESMA’s newly created Sustainability Standing Committee.

Simone is based in Frankfurt and joined MSCI from Allianz, where she was building the climate strategy of the Group, both for the investment and the insurance side, for over a decade. Prior to this, she spent five years in Brussels, holding roles a.o. with the largest European business association, Businesseurope. Simone started her career working at the European Central Bank.

Simone has recently completed an executive MBA from the Frankfurt School of Finance and Management and holds degrees in Economics (Lic.Oec.) from HEC Lausanne and European & International Politics (M.Sc.) from Edinburgh University. She is a certified Financial Risk Manager.

Seminar Abstract
So far, disclosures of companies’ carbon emissions and decarbonization targets were driven more by shareholders than by regulators. Data availability has improved over time but remains sparse, especially for scope 3 (value-chain) emissions. Comparability of this data is a challenge for investors, which stands in the way of choosing the companies best equipped to outperform peers in a decarbonizing economy. This will change this year, as regulators and standard setters around the world tell corporates how to disclose their exposure to and impact on climate change. An important element of these emerging standards relates to forward-looking data, e.g. climate targets and scenario analysis. MSCI – a leading ESG & Climate data provider – serves the largest investors globally with relevant data to measure their portfolio’s financial carbon footprint and future exposure to climate risks.

Admission information
The seminar is open to the public. To receive invitations for upcoming seminar talks, please sign up for the mailing list via this form.