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.  ..read more

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 ..read more

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 ..read more

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 ..read more

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 Parliament and former Minister of the Environment in Finland and a strong advocate for the transition to Sustainable Finance. What are the challenges to implement the regulation, and can the Taxonomy ..read more

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 and company boards in the face of global shortages of natural resources, and other key sustainability risks? Investors, more than ever, are looking for succinct and transparent reporting of companies ..read more

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 Capital Markets Union (CMU) in the EU, and the main regulatory issues concerning transparency and information disclosure, investor protection, and supervision ..read more

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 to work. To lead the industry in this direction, CFA Institute has developed a voluntary code to guide DEI, beginning in the United States and Canada ..read more

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 trying to become a fortress or open its doors for dialogue ..read more

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 ..read more