How Neuroprofiler can improve client investments
Neuroprofiler is a new solution to the quests of banks and investment firms with retail clients that have the capacity to invest. The solution is made in such a way…
How do Fintechs address the Sustainability Challenge?
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…
Enhancing transparency through Neuroprofiler
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.…
Linking the Client’s Sustainability Preferences and the MiFID II suitability obligation
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…
Assessment of ESG preferences and advice suitability – time to prepare for MIFIDII?
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…
The EU policy on sustainable finance
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…
Accountability in EU sustainable finance: linking the client’s sustainability preferences and the MiFID II suitability obligation
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…
How does InvestProfiler address the new MiFIDII guidelines about sustainability preferences assessment?
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…
Sustainability preferences under MiFIDII and FCA
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…
Client suitability appropriateness under the Insurance Supervision Act (IAS)
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…
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