Articles

Cognitive Bias: Anchoring effect

You have to hire one candidate among two for a given position. You look at the reports of the HR interviews and find

Read More

MiFID questionnaire and ESG preferences: how to be compliant without affecting the client relationship?

From August 2022, banks, asset management companies, and investment advisory firms will have to capture their clients’ sustainable finance preferences in their

Read More

How to assess client’s ESG preferences ?

Climate change, the health crisis and corporate governance concerns have increased awareness regarding the limits of our traditional economic model. People are

Read More

Sustainability preferences under MiFID II, what does it imply ?

A growing interest for sustainable investing Global warming, governance and social tensions have increased awareness among retail investors regarding the limits of

Read More

Sustainable investment: what are the expectations of private investors?

Whether it be their everyday purchases or in their investments, investors are now looking to have a positive impact on society and

Read More

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

Read More

Cognitive bias: Time preference.

Cognitive bias: Time preference. Is Your Dollar Worth More Today?

Read More

Risk profiling, financial risk and behavioral finance

Risk tolerance, risk profile, risk appetite, risk capacity… what are the differences? In financial theories, financial risk is a mathematical number, like

Read More

What is Gamification? What are its business applications?

Definition of gamification Gamification is done by applying game-design elements in non-game contexts. The term refers to the strategic attempt to enhance

Read More