What is sustainable investment?
Definition according to the European Union As for an organic label, the accurate definition of sustainability vary from one country to another. In this article, we focus on the EU…
ESG ratings
What are ESG ratings? And why do they often seem to be disconnected from reality? In November 2022, after the decision of the Colombian Ministry of Labor to open an…
Ecological economics
Beyond the passage to a new year, 31 December 2022 marked the end of the deadline given by the Paris Administrative Court to the French State to act to limit…
Introduction to Social Preference Research
Behavioral Economics research - and later, Social Preferences research - started with lab experiments in the 1970s, where experimental economists found that their subjects' behavior systematically deviated from self-interest behavior…
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…
What are the plans of ESMA regarding sustainable finance?
Sustainable finance, a key area of the ESMA strategy for the years 2023 to 2028. It consists of five key areas: Effective financial markets and financial stability Supervision and supervisory…
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…
ESG Products: a sustainable and profitable trend
Sustainable finance refers to an investment approach that integrates environmental, social, and governance (ESG criteria). In line with the concerns of the public, the rise of sustainable finance dates from…
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…
ESG criteria: how to design products that meet customer expectations?
In recent years, responsible investment has grown so much that it has become difficult for management companies not to include ESG criteria in their investment policy. But between environmental, social and governance requirements, which investors favour ones? Do they prefer to act to limit global warming or to protect biodiversity? Are they more sensitive to preserving marine resources or to the circular economy and the defence of minorities? In a regulatory environment that is increasingly vigilant about respecting investor preferences, asset managers have a crucial role in designing products tailored to their client's expectations. Here are some explanations.