IDS Insights – All

SFDR Update: New EET 1.1.2 and enhanced RTS Proposals

Tue, 20 Feb 2024 00:00:00 +0100

The recently released European ESG Template (EET) Version 1.1.2 and proposed improvements to the Regulatory Technical Standards (RTS) aim to harmonize sustainability reporting practices in the European Union. Let’s explore the latest developments of the Sustainable Finance Disclosure Regulation (SFDR).

Join our experts at the ALFI Global Asset Management Conference 2024

Thu, 15 Feb 2024 00:00:00 +0100

Join IDS at the ALFI Global Asset Management Conference on 19-20 March 2024 in Luxembourg. As proud sponsors, we are eager to connect with you and discuss strategic data management, ESG data solutions, and regulatory reporting services with you. We look forward to engaging in valuable conversations and explore how IDS can help you meeting your data requirements.

IDS strengthens Management Board with new appointments

Thu, 01 Feb 2024 00:00:00 +0100

IDS is pleased to announce the expansion of its Management Board with the appointment of Dr. Florina Nicolae and Dr. Catharina Schauer as of 1 January 2024.

Dr. Florina Nicolae will the newly established "Sustainability and Product Development" division. With her expertise, she will further enhance IDS's services in the area of sustainability reporting and foster innovation and growth in product design and development area.

Dr Catharina Schauer's background in financial management and in driving digital projects bring valuable expertise to IDS. As CFO and Head of Corporate Services, she will strengthen operational excellence.

We wish Florina and Catharina a successful start in their new roles.

IDS expert perspectives on sustainability reporting in Portfolio Institutionell

Tue, 23 Jan 2024 00:00:00 +0100

A recent article "Die Krux mit der Klassifizierung" (The challenge of classification) published in Portfolio Institutionell highlights an important aspect of sustainability reporting: the difficulties in classifying investment instruments based sustainability aspects. It discusses various solutions from an expert perspective.

Season's Greetings and New Year Wishes from Our New Office in Munich

Thu, 21 Dec 2023 00:00:00 +0100

We are excited to inform you that we have successfully completed our move to our new offices in Munich. This move marks an important milestone for us as we continue to grow and evolve.

Also, we want to take this opportunity to express our gratitude and extend a warm welcome to our clients and partners: We can't wait to welcome you to our new space at Seidlstrasse 24-24a.

Additionally, as we settle into our new home, we wanted to take a moment to wish you all a joyful holiday season. May this special time bring you and your loved ones joy, happiness and health. Here's to a prosperous New Year filled with success!

Happy holidays from all of us at IDS!

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From Disclosure to Reporting: SFDR Consultations and CSRD Standards

Fri, 06 Oct 2023 00:00:00 +0200

The European Union (EU) is actively working towards reinforcing sustainable finance by actively involving the public through open and targeted consultations on the Sustainable Finance Disclosure Regulation (SFDR). Simultaneously, the EU is preparing for the long awaited development in sustainable finance reporting with the recent publication of the European Sustainability Reporting Standards (ESRS) as part of the Corporate Sustainability Reporting Directive (CSRD).

Meet IDS experts at the BVI AMK 2023

Tue, 01 Aug 2023 00:00:00 +0200

IDS is thrilled to sponsor the BVI Asset Management Conference (BVI AMK) which will be held on 13 September 2023 in Frankfurt. Our experts look forward to talking with you about strategic data management, ESG data solution or regulatory reporting services. Visit us at booth #1!

Current performance measurement trends

Wed, 05 Jul 2023 00:00:00 +0200

The GIPS® Conference, one of the world's largest conferences for the Global Investment Performance Standards, was recently hosted by BVI, the CFA Society Germany and the DVFA, bringing together the asset manager and institutional investors community for a day of informative panel discussions, presentations, and discussion groups.

IDS Managing Director Ulrich Raber discussed in a panel discussion about the current trends in performance measurement with Ralf Hudert (DWS), Cem Mani (Generali), and Krzysztof Szlachta (Quoniam) under the moderation of Martin Schliemann (Frankfurt Financial Audit).

During this insightful discussion, panelists exchanged on the sense and purpose of long-term attribution, their limits and difficulties as well as solutions for a better interpretation of long-term calculation.

Take a sneak peek of the conference by reading the portfolio institutionell article "Die Vermessung der Anlagewelt" published on 20 June 2023 (German only).

Read the article

IDS experts at the Performance Measurement and GIPS® Conference

Wed, 31 May 2023 00:00:00 +0200

On 1 June at 11:00 CET, Ulrich Raber, Managing Director at IDS, will participate in a panel discussion about the current trends in performance measurement at the Performance Measurement and GIPS® Conference in Frankfurt.

IDS at the 10th Workshop of the User Group Sustainability Management in Insurance Companies

Tue, 23 May 2023 00:00:00 +0200

The user group "Sustainability Management in Insurance Companies" addresses the insurance industry's need for action to align its business activities with sustainable development in economic, ecological and social terms. The focus is on positively linking social responsibility with their core business. Through a moderated exchange between practitioners as well as between science and practice, expert ideas will be generated, individual approaches to solutions discussed and experience values exchanged.

The 10th working meeting of the Sustainability Management User Group of Versicherungsforen Leipzig GmbH will take place on 23 and 24 May 20023 in Hamburg. The main topics are:

Further training and inspiring employees: Examples from practice
Sustainable products: concrete implementation of the "new normal
CSRD and ESRS: companies' implementation/strategies
Implementation of taxonomy compliance
ESG data management / system solutions

Our expert, Dr Elisabeth Winter, will give a presentation on "ESG data management in investment - implementation for a global insurance company" on 24 May at 12:20 CET.

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