AMF strategic guidelines for 2023-2027
On June 26, the Autorité des Marchés Financiers (AMF) published its strategic guidelines for the period 2023 - 2027. An eagerly-awaited document This document was particularly eagerly awaited, as it…
The EU Retail Investment Strategy (RIS) is here
Principal legislative initiative: the Retail Investment Strategy (RIS) The long-awaited legislative proposal for the Retail Investment Strategy (RIS) was published by the European Commission (EC) on May 24, 2023. This…
AMF recommendations on SFDR
On February 13th 2023, the French AMF (Autorité des Marchés Financiers) released some recommendations for the likely upcoming revision of Sustainable Finance Disclosure Regulation (SFDR). It is one of the…
The 27th edition of the United Nations Climate Change Conference (COP27)
The 27th edition of the Conference of the Parties (COP27) ended on Sunday 20 November 2022 in the seaside resort of Sharm El-Sheikh (Egypt). While some are talking about the…
Double materiality and environmental accounting
European (Corporate Sustainability Reporting Directive – CSRD) and international (International Sustainability Standards Board – ISSB) environmental accounting standards are in conflict on a major issue: double materiality. The fact that…
ESMA’s work programme and its objectives
On 12nd of October, ESMA presented its work programme for the years 2023 to 2028. With a new President and Director General in place, ESMA could not disappoint with this…
Assessing clients’ ESG preferences, a new technological challenge
The final version of ESMA's guidelines on the assessment of clients' ESG preferences was eagerly awaited, it came out the 23rd of September. Even if they give a little more…
ESMA guidance sustainability preferences assessment
Assessing sustainability preferences Last August, the assessment of retail investors' sustainability preferences became mandatory for all European financial institutions providing advisory or portfolio management services. This new regulation applies under…
EIOPA guidance about the assessment of sustainable preferences
Context of the guidelines publications Asking investors about their preferences for sustainable investing has become part of the routine for financial advisors and asset managers since the 2nd of August. This new…
MiFID 2: Turn a regulatory constraint into a business opportunity
As margins shrink, financial institutions constantly have to integrate new regulations that make the search for profitability ever more complex. The latest of these is MiFID II, which requires a thorough review of processes to capture the ESG preferences of investors. While this umpteenth constraint may have made more than one sales manager cringe, it could be the source of new commercial opportunities. With the right tools, such as Neuroprofiler's ESGprofiler, it is possible to take advantage of this regulatory challenge to boost client investments. Here is a demonstration.