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
A growing interest for sustainable investing Global warming, governance and social tensions have increased awareness among retail investors regarding the limits of
Whether it be their everyday purchases or in their investments, investors are now looking to have a positive impact on society and
Climate change, good governance and more generally responsible investing are bringing European regulatory agendas into high gear. In order to promote ESG
Risk tolerance, risk profile, risk appetite, risk capacity… what are the differences? In financial theories, financial risk is a mathematical number, like
Definition of gamification Gamification is done by applying game-design elements in non-game contexts. The term refers to the strategic attempt to enhance