Following the open hearing of the EIOPA about the draft guidelines on the integration of the customer's sustainability assessment we attended, we took the chance to respond to the EIOPA's…
Our brain does not like randomness. Randomness is boring. We prefer nice stories. We have a new job promotion. We have kissed for the first time our new girlfriend. We…
Aligning with clients' sustainability preferences In order to promote responsible investment, collecting investors' sustainability preferences becomes compulsory for investment firms in the European Union under MIFIDII (Markets in Financial Instruments…
As a Venture Capital investor, you need to select a company in which to invest out of 10. Your time is extremely limited. There are many criteria. You have just…
Research in psychology and organization has identified key attitudes and good practices which can help reduce cheating behaviors in organizations. Some of them are intuitive, such as putting transparent process…
What is the goal of our action? We are not always able to answer this question, but our neurons do! Our brain can indeed set goals, even complex ones, outside…
What is the dream destination of our potential Chinese clients? Hong-Ko ng or Tokyo? A logical approach would be to first analyze data on tourism in both cities and run…
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 Regulation to the…
What is rationality? The basics of behavioral finance is that people do not behave rationally, contrary to what is supposed by traditional economic theories. Homo sapiens is not Homo oeconomicus. Our decisions…
The MiFID II regulation requires financial institutions to know in detail the investor profile of their clients. In response to this, they have provided their clients with tedious paper onboarding…
