Let's Talk EU

On the eve of the EU elections, Josina Kamerling has a discussion with Klaus Welle, Chair of the Martens Centre's Academic Council, and former Secretary-General of the European Parliament. He initiated the European Parliamentary Research Service (the in-house think-tank providing unbiased advice to members of the European Parliament) and is a true expert on the intricacies of EU legislation and po...

Josina Kamerling and Alexandra van Geen, Senior Supervisor and Research, Consumer Behavior team at the Autoriteit Financiële Markten (AFM) discuss a dynamic approach to look at retail investors' preferences and needs. 

CFA Institute and CFA Society Spain recently released a new briefing paper on Fintech in the EU. Josina Kamerling and Zaira Melero, Advocacy Committee Member, CFA Society Spain, discuss the conclusions of the report, and the challenges of the EU digital era for the financial industry.

Josina Kamerling and Karel Lannoo, Chief Executive Officer, Centre for European Policy Studies (CEPS) have a conversation on the recent Retail Investment Strategy Package, which was presented by the European Commission few weeks ago. They discuss the legislative proposals included in the package, and their impact on investor protection and the development of the Capital Markets Union.

CFA Institute recently released a new global survey on inducements, which focuses on the issue of the mis-selling of financial products, and the implications of the retail commissions practice. In this episode, Josina Kamerling discusses the findings of the survey, and highlights similarities and differences in every region.

Josina Kamerling has a discussion with Pauline van der Meer Mohr, Chair of the Supervisory Board of ASM International NV, and non-executive director on the Boards of AholdDelhaize, Nationale Nederlanden and Viatris Inc., about the future role for company boards on sustainability, and the way organisations should engage with shareholders.

Josina Kamerling and Rhodri Preece, Senior Head, Research, CFA Institute, discuss the findings of the 2022 CFA Institute Investor Trust Survey and talk about how retail and institutional investors are interacting with the factors impacting trust today.

The Taxonomy Regulation establishes an EU-wide classification framework to provide businesses and investors with a common language to identify environmentally sustainable economic activities. Companies will be required to disclose their impact in the environment and increase transparency in how they mitigate it. On this episode, Josina Kamerling interviews Sirpa Pietikäinen, Member of the European...

Josina introduces us to the recent developments in corporate governance and reporting to protect retail investors, and the need for a holistic approach in the recent CSRD proposal, the EU legislation that aims to widen the NFRD's scope and ESG disclosure requirements. She welcomes Olivier Boutellis-Taft, CEO of Accountancy Europe to the show and poses him the question: what is the role of auditors...

CFA Institute and BETTER FINANCE address the recent boom of SPACs in a joint research report that brings a pragmatic view of the issues facing European retail investors and investment professionals that are considering a move into this rapidly evolving (and for many, unfamiliar) territory. Roberto Silvestri, Josina Kamerling and Edoardo Carlucci discuss the possible role of SPACs in the context of...

The investment industry is facing a cultural shift as diversity, equity, and inclusion (DEI) become crucial elements in attracting and retaining talent, whoever it comes from. Josina introduces Sarah Maynard, Global Head, External Diversity, Equity, & Inclusion at CFA Institute. She recognizes that an organization with an inclusive culture results in better investor outcomes, and is a better place...

As the EU looks to advance its Capital Market Union and Single Market plans, one key issue stands on its way: reducing differences between national laws and providing European institutions with a single set of rules to follow – the Single Rulebook. Josina Kamerling talks us through the concept of supervisory convergence and recent developments around the theme as she poses the question: is the EU...

Josina Kamerling, Susan Spinner, CFA, CEO of CFA Society Germany, and Martina Bahl, CFA, CFA Society Germany's Advocacy member, discuss the findings of the joint CFA Institute and CFA Society Germany report "Stakeholder capitalism in Action - Spotlight on Germany's Works Councils", which looks at how stakeholder capitalism is applied in Germany through the concept of employee co-determination.

Josina Kamerling discusses the Pan-European Personal Pension Product (PEPP) regulation, with Hans Van Meerten, professor of European Pension Law at Utrecht University. Effective January 1 2022, 240 million savers in the EU will get better pension choices. This episode covers the background of the legislation and discusses how EU pension reform, most notably in the Netherlands, signals a profound r...

Josina Kamerling, co-president of the Prize Jury discusses with her co-president Prof. Paul Dembinski about this edition's laureates, what themes are emerging and what needs to change in the financial industry for sustainability to function. Following the high-level commitments at COP26, how can we walk the talk?

Josina Kamerling introduces us to Simon Rawson from ShareAction, an UK-based charity that advocates for responsible investment. They discuss the impact of Covid-19 on stakeholder engagement in firms, and specifically the role of Annual General Meetings (AGMs) in shaping business conduct.

Josina Kamerling and Rhodri Preece, CFA, Senior Head of Industry Research at CFA Institute talk about the findings of the CFA Institute 'Future of Work in Investment Management' survey, which gives us a glimpse of the evolution of work post-pandemic. They also discuss how regulators are coping with the new virtual work environment and the risks it brings from the perspectives of location policy, t...

Josina Kamerling walks us through the findings of the CFA Institute survey report 'COVID-19, One Year Later: Capital Markets Entering Uncharted Waters', which captured the thoughts of thousands of our members on the impact of the pandemic on global financial markets, and discusses the EU regulatory response to the crisis.

The pandemic is likely to change the role of company boards and the way people look at companies. The fourth edition of the CFA Institute investor trust study reveals consumers and employees want to have the power to influence companies. They also believe that CEOs must lead on societal issues such as the pandemic impact on the economy and job automation. Hear from Leena Linnainmaa, Secretary Gene...

Recently, CFA Institute published the new report "Corporate Governance and ESG disclosure in the EU", which looks at how ESG developments and corporate governance policies may merge into new regulatory frameworks aimed at strengthening the link between companies and the wider society, including shareholders and other stakeholders. Hear from experts on the current obstacles to corporate accountabil...

A discussion with Luca Grassadonia, CFA Society Italy, on the European Commission initiative on Sustainable Corporate Governance and the CFA Institute report "Corporate Governance and ESG Disclosure in the EU".

A discussion with Alexandra de Hoop Scheffer, director of research and the director of the Paris office of the German Marshall Fund of the United States, on the transatlantic relationship in the context of a global repositioning of influences.

Josina Kamerling provides an analysis of the EU policy developments and practices on Corporate Governance and ESG disclosure in the EU, and provides some action points for European policymakers, companies and investors.

A conversation with Jim Allen, head of Americas capital markets policy at CFA Institute. Looking back at the relationship between EU and US on financial services over the past years.

A conversation with Jim Allen, head of Americas capital markets policy at CFA Institute. Looking back at the relationship between EU and US on financial services over the past years.