Providing support to the financial industry – particularly AMCs and banks – through services such as:- Assessing ESG regulations, reporting, and disclosure requirements, ensuring compliance with evolving standards;- Evaluating and refining ESG financial frameworks and policies, including risk management frameworks and investment policies, to enhance sustainability strategies;- Managing ESG-related projects with a client-facing approach, specifically within private banking and asset… Show more Providing support to the financial industry – particularly AMCs and banks – through services such as:- Assessing ESG regulations, reporting, and disclosure requirements, ensuring compliance with evolving standards;- Evaluating and refining ESG financial frameworks and policies, including risk management frameworks and investment policies, to enhance sustainability strategies;- Managing ESG-related projects with a client-facing approach, specifically within private banking and asset management, covering both production and distribution processes, with particular emphasis on project management activities involving AMCs;- Assisting in the creation of monitoring tools, delivering value through feasibility studies, benchmarking analyses, threshold setting, and data structuring, and producing tools like PAIs’ monitoring instruments;- Delivering tailored training sessions to senior management on sustainable finance metrics, best practices, and emerging ESG opportunities, while tracking key developments in regulations, standards, and frameworks, including DNSH criteria and the Net-Zero Investment Framework; and- Supporting financial institutions in climate-related reporting activities, including CDP, TCFD, SFDR, and CSRD. Show less

Provision of support to a portfolio manager in the following areas:- Market analysis and asset allocation;- Customers’ onboarding and care; and- Development of a financial education team project, which involves devising a survey on Italians’ financial knowledge and experience to guide future initiatives.