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
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
Linking the Client’s Sustainability Preferences and the MiFID II Suitability Obligation
Legal context on sustainability preferences assessment Asking investors about their preferences for sustainable investing should become part of the routine for financial
Assessment of ESG preferences and advice suitability – time to prepare for MIFIDII?
Climate change, good governance and more generally responsible investing are bringing European regulatory agendas into high gear. In order to promote ESG
The EU Policy on Sustainable Finance
Legal context on the assessment of sustainability preferences Asking investors about their ESG preferences will soon become part of the routine for
Accountability in EU sustainable finance: linking the client’s sustainability preferences and the MiFID II suitability obligation
Felix Mezzanotte, assistant professor at Trinity College Dublin School of law published an interesting paper about the new European regulation regarding the
How does the ESGprofiler address the new MiFIDII guidelines about sustainability preferences assessment?
Regulatory context Asking investors about their preferences for sustainable investing should become part of the routine for financial advisors and asset managers from August
Sustainability preferences under MiFIDII and FCA
A growing interest for sustainable investing in Europe Global warming governance and social tensions have led investors to become more aware about
Client suitability appropriateness under the Insurance Supervision Act (IAS)
Context The Insurance Oversight Act (IAO) or Insurance Supervision Act (IAS) regulates the supervision of insurance undertakings and insurance intermediaries. It is called
