Highlights 2023: DSI annual report Posted on June 13, 2024 at 10:36 am.Written by Roeland Jongejan The year 2023 was a year of executing our new strategy at DSI. Established at the end of 2022, this strategy consists of three pillars: operational excellence, broadening and deepening of our registers, and awareness & thought leadership. These pillars aim to develop DSI into a sector platform for integrity and competence. Download infographic 2023 Operational excellence In 2023, we continued enhancing operational excellence within our organization. Early in the year, we implemented Office365 and completed office reorganization. Following customer satisfaction surveys, we identified and implemented various improvements to the certification process and Continuing Professional Education. We are delighted to see increased appreciation for DSI’s services in the survey results, providing us with encouragement to continue our current trajectory. Additional initiatives included introducing a brochure for new participants and developing a landing page for our major clients. In the summer, we launched digital certificates for each certified professional, facilitating easy validation of professional skills, such as sharing on LinkedIn. In September, we held the inaugural meeting of the “DSI Klankbordgroep”. This group provides constructive criticism on organizational development and shares experiences with our services. Efforts were also directed towards further modernizing DSI’s IT infrastructure, with preparations underway for the introduction of a new CRM system in early 2024. Expansion and deepening of Registers Our focus on expanding and deepening our registers primarily centered on revamping the integrity module, mandatory for all new certifications at DSI. The content of this module was entirely revised in the first half of the year in collaboration with the Integrity Advisory Committee. From September 2023, this new module is offered through the Compliance Institute. Additionally, the Accreditation Committee evaluated the 2022 PE program and updated the compliance register’s learning objectives. Preparations were also made in 2023 for the introduction of a new register in 2024, specifically for AML professionals. (This register has since been launched in June 2024.) Awareness & Thought Leadership Positioning DSI within the realms of awareness and thought leadership constitutes the third pillar of our strategy. Throughout June, September, and November, we organized three roundtable discussions on the theme of greenwashing. Gathering input from legal/compliance, marketing/communication, and investment perspectives, the outcomes were compiled into a whitepaper published in early 2024. In 2023, our use of LinkedIn was also intensified to purposefully disseminate relevant content to our audience. Download infographic 2023 Governance and funding As a culmination of the reorganization undertaken in 2021 and 2022, the DSI board decided in 2023 to adjust both governance and funding structures. From October 2023, DSI operates with a managing director and a supervisory board. This new governance model introduces a streamlined and agile governance structure better suited to our organizational size. Furthermore, industry associations, previously represented on the DSI board, now hold a more logical position within this model. They are statutorily designated as key stakeholders with whom annual discussions are held on ongoing activities, as well as future policies and budgets. We extend our heartfelt thanks to the board members for their dedication to DSI over the past years. The new Supervisory Board comprises Tanja Nagel (Chair), Jaco Aardoom, Theo Andringa, Erik Luttenberg, and Daniëlle Melis. Together, they bring significant sector experience, forming a crucial part of our new governance structure. In 2023, efforts were also focused on implementing a new funding model effective January 1, 2024. Under this model, certification fees are now paid annually per participant based on their average number of certifications over the past three years. Customers receive only one invoice per year under this new system, eliminating additional charges for new certifications or changes throughout the year. Explore the full year overview and all highlights via the 2023 Annual Report Infographic. Floris Mreijen Managing Director DSI
DSI Anual Report 2020 Posted on July 15, 2021 at 11:53 am.Written by Roeland Jongejan DSI Foundation published its annual report for 2020 today. The annual report is available in digital format at www.dsi.nl/jaarverslag-2020. DSI strives to realise an incident-free investment sector and financial market where consumers have confidence in financial professionals, based on their expertise and integrity. We contribute to that goal by offering employee screening, certification and ethics enforcement services. In 2020, DSI supported more than 12,750 professionals. DSI believes that integrity and professional expertise are inseparably linked. A professional who is an expert in their field may still present a tangible risk to consumers, employers and the entire financial sector if they do not act in a fair and honest manner. Only by paying constant attention to both can we make and keep the financial sector reliable. In this annual report, we feature several DSI stakeholders’ opinions on the importance of integrity and professional expertise for a healthy future of the finance profession. “I’m convinced that almost everyone has a good moral compass”, states DSI Board President Tanja Nagel in her interview. “It’s important and in the client’s interest for professionals to continue exercising their minds and creativity, and not just to tick off the boxes.” It is DSI’s duty to facilitate that. Lukas Daalder, Managing Director of BlackRock and popular columnist in Het Financieele Dagblad, underscores the importance of integrity and posits that open discussion of dilemmas is the foundation of fair and honest behaviour. “An honest recommendation is based on as many perspectives as possible.” Clemens Spoorenberg, Chairperson of the DSI Accreditation Committee, offers his vision of the importance and success of the Life-Long Learning programme that was created in 2020. “In the Life-Long Learning programme, Certified Professionals and candidates show that they are up-to-date regarding the knowledge in their field on an annual basis.” Rob Wesselius, Business Manager Financial Markets at ING Wholesale Banking, has received positive internal feedback about the Life-Long Learning programme. “Our employees receive articles and questions. The model is practical and refreshing, in part because it deals with slightly different subjects than our employees would face within ING or their own specialist field.” In his work as an Ethics Enforcement attorney at DSI, Mark van der Lecq draws connections between corporate culture, fair and honest behaviour and DSI Ethics Enforcement. “Ethics cases shouldn’t just deal with the foot soldiers, but also the generals. They’re so important for the culture, and they determine how the organisation breathes when it comes to integrity.” The final interview with the DSI management team discusses DSI’s results in 2020, which was a dynamic year in many respects. Read the complete annual report with all interviews and background information at www.dsi.nl/jaarverslag-2020