Aligning with clients' sustainability preferences In order to promote responsible investment, collecting investors' sustainability preferences becomes compulsory for investment firms in the European Union under MIFIDII (Markets in Financial Instruments…
Asking investors about their preferences for sustainable investing should become part of the routine for financial advisors and asset managers from August 2022. The European Commission adopted last year a Delegated Regulation to the…
A growing appetite for sustainability The growth of SRI, or socially responsible investment, is closely linked to European regulations, which are gradually shaping its contours. The MiFIDII law and the…
Ethics and sustainable investments The increasing appetite of consumers for bio products and sustainability investments reveals the desire of the young generation for a more ethical life and planet. Sustainable…
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.
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…
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…
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!
The term "Finance technology" (Fintech) is used to describe new technologies that serve the financial industry. They help for example companies and individuals to better manage their financial operations, to…
Legal context on sustainability preferences assessment Asking investors about their preferences for sustainable investing should become part of the routine for financial advisors and asset managers from August 2022. The…
