The term "Finance technology" (Fintech) is used to describe new technologies that serve the financial industry. They help for example companies and individuals to better manage their financial operations, to…
Neuroprofiler uses behavioral finance and gamification to help financial institutions assess the investment preferences of individuals and recommend products in line with their expectations. Neuroprofiler's modules Neuroprofiler's offer is InvestProfiler.…
Legal context on sustainability preferences assessment Asking investors about their preferences for sustainable investing should become part of the routine for financial advisors and asset managers from August 2022. The…
Climate change, good governance and more generally responsible investing are bringing European regulatory agendas into high gear. In order to promote ESG investing (Environment, Social, good Governance) and fight against…
Legal context on the assessment of sustainability preferences Asking investors about their ESG preferences will soon become part of the routine for financial advisors. By the recommendation issued by the…
Felix Mezzanotte, assistant professor at Trinity College Dublin School of law published an interesting paper about the new European regulation regarding the assessment of sustainability preferences. Felix E Mezzanotte, Accountability…
Regulatory context Asking investors about their preferences for sustainable investing should become part of the routine for financial advisors and asset managers from August 2022. The European Commission adopted last year a Delegated…
A growing interest for sustainable investing in Europe Global warming governance and social tensions have led investors to become more aware about sustainable finance over the past few year. Investors…
Context The Insurance Oversight Act (IAO) or Insurance Supervision Act (IAS) regulates the supervision of insurance undertakings and insurance intermediaries. It is called Loi sur la surveillance des assurances (LSA) in…
An interesting paper has been published by Robin Döttling (Rotterdam School of Management) and Sehoon Kim (University of Florida) about the impact of the Covid crisis on ESG retail mutual…
