Responsible Investing
The Responsible Investing team offers a broad spectrum of services linked to responsible investments to help clients increase capital flows towards a sustainable economy and promote the disclosure of sustainability-related information in the financial services sector. That includes conducting due diligence assessments and helping clients to fulfil their Sustainable Finance regulation obligations. The establishment of a Responsible Investing commmunity to promote collaboration between all 6 TAUW countries is a commendable initiative. Collaborative efforts and knowledge-sharing are key in navigating the evolving regulatory landscape and addressing the challenges and opportunities in the responsible investment sector.

Responsible Investing commmunity
Souad Alaoui Sossai (TAUW France) is a member of the Responsible Investing Commmunity and Sustainable Finance Regulatory Group.

The Responsible Investing commmunity, consisting of colleagues from the 6 TAUW countries, is instrumental in addressing various sustainability subjects related to client requirements. They provide valuable insights and expertise to tackle different sustainability challenges. Meanwhile, the Responsible Investing team, consisting of about 52 colleagues, meets regularly to exchange information and stay updated on the latest regulatory developments. They hold more formal biweekly meetings for questions and discuss regulatory changes, ESG legislation is still being developed and is a fast-changing process. That is why the community organises training sessions and special events for a broader group of colleagues.

The Responsible Investing team is a group of dedicated experts who update and advise the community in their specific area of expertise to contribute to the collective knowledge and enable the community to stay informed and address various sustainability challenges.

Souad: “Sustainable finance is incredibly important because it impacts the whole economy, every sector: industries, real estate, renewable energy and other clients. I enjoy being part of an expert team and a knowledge-sharing community. It makes sense to join efforts and our combined expertise benefits our clients as well as TAUW.”

Cross-border cooperation
Cooperation across TAUW countries has benefits. It offers different perspectives on the interpretation of regulations and how to apply these per country. There is a direct benefit for clients as well. The Responsible Investing community helps colleagues stay informed of business in other TAUW countries.

As Souad explains: “We are able to contact the right person at another TAUW location through the community network. That ensures that our clients get the best service as fast as possible. The network of contacts across TAUW Group also allows us to cross-sell services.”

Collaboration on project MEAG
The Responsible Investing team recently completed a major project for the German reassurance company and a leading asset manager in Europe. The company is an international player in the financial market. In a TAUW-wide project, the Responsible Investing team worked on collecting data for 120 investments across Europe. It entailed contacting asset managers for each investment. This large number of assets was dispatched between five TAUW countries, taking 6 months to collect the necessary data. This teamwork is a testament to the expertise and dedication of the team and their commitment to delivering high-quality solutions to clients and achieving milestones.