Cognitive bias : the decoy effect
You can invest in one of these three companies: Company A: a startup in the food sector Company B: a startup in the financial sector, which had some financial difficulties…
Cognitive bias: the power of free
The power of free Free delivery fees, buy one item to get the second item free, free entry fees,… many of our daily marketing offers include something free. The trick…
ESMA publishes guidelines on appropriateness and execution-only requirements
The European securities and markets authority (ESMA) publishes the final report on its guidelines on certain aspects of the MiFID II appropriateness assessment and execution only requirements. The final guidance…
Savers’ reluctance and regulatory complexity: how to find new sources of bank profitability?
In addition to the crisis that exacerbates the reluctance of savers, financial regulations make investing even more complex. But what if the problem is the solution? Discover how to take advantage of regulations to boost ESG product sales and find new sources of profitability in this article!
ESG: how does regulation shape socially responsible investment?
The growth of SRI, or socially responsible investment, is closely linked to European regulations, which are gradually shaping its contours. The MiFID2 law and the obligation to collect investors' ESG preferences in the suitability questionnaire are the latest stones in a building still under construction. Here is a look at the key regulatory steps in terms of SRI.
What is sustainability?
A growing interest of the financial industry for sustainable investments Sustainable investing has continually garnered more attention over time and has particularly increased since 2019 with the health crisis and…
What does ESG mean?
Environmental, Social And Corporate Governance (ESG) is an evaluation of an organization’s shared conscientiousness for social and environmental factors. The following is a brief description of each factor. Environmental Environment…
What is the EU social taxonomy?
Legislative context To face the growing interest of investors for sustainable finance, the European Union has published over the past few months new directives to give to European financial institutions…
Financial education and financial resilience: literacy as a shield against financial vulnerability
Being at a personal or at a professional level, financial decisions are made every day, big and small, simple or complex. Financial decision-making is a daily exercise and every single…
Are you ready to include ESG preferences in the MiFIDII questionnaire?
From August 2, 2022, investment companies will have to assess the possible sustainability preferences of investors. This assessment will have to be done within the framework of the suitability test, to be able to offer investors investments that correspond to their expectations. To be compliant, the system to be put in place must meet certain requirements. Are you ready to integrate ESG preferences in the MiFID II questionnaire? Take stock before the deadline!
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