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
Double materiality
European (Corporate Sustainability Reporting Directive – CSRD) and international (International Sustainability Standards Board – ISSB) environmental accounting standards are in conflict on
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
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
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
EIOPA guidance about the assessment of sustainable preferences
Context of the guidelines publications Asking investors about their preferences for sustainable investing should become part of the routine for financial advisors and asset
MiFID 2: Turn a regulatory constraint into a business opportunity with NeuroProfiler
As margins shrink, financial institutions constantly have to integrate new regulations that make the search for profitability ever more complex. The latest
MiFID II: how to ensure compliance without impacting customer experience?
Customer experience is a growth driver that’s becoming increasingly crucial in all businesses. Beyond the quality of service and products, it provides
Response to EIOPA consultation on draft guidelines on the integration of the customer’s sustainability in the suitability assessment under the insurance distribution directive
Following the open hearing of the EIOPA about the draft guidelines on the integration of the customer’s sustainability assessment we attended, we