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 financial advisors. By the recommendation issued by the…
How does InvestProfiler 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 2022. The European Commission adopted last year a Delegated…
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 sustainable finance over the past few year. Investors…
Retail investors sustainability preferences and the Covid crisis
An interesting paper has been published by Robin Döttling (Rotterdam School of Management) and Sehoon Kim (University of Florida) about the impact of the Covid crisis on ESG retail mutual…
MiFID II guidelines on sustainability preferences
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…
Client suitability assessment under FinSA and MiFIDII
Context Following the financial crisis of 2008, financial regulators have strengthened their policies in most countries to better protect the interest of the retail client. More specifically, most of them…
From euro funds to unit-linked products: how to encourage investors to invest in unit-linked products?
The returns on euro funds in life insurance policies are at half-mast and secure savings accounts no longer protect against inflation. As a result, the profitability of banks and other financial institutions is under threat. So how can we boost the savings of European households? The solution could well be found where we least expect it...
ESG preferences, SRI preferences and sustainability preferences: what is the difference?
A growing interest for sustainable investing Climate change, health crisis and social tension have increased the interest of professional and retail investors for more sustainable investments over the past 5…
How can you boost your clients’ savings through sustainable finance?
To get out of this uncomfortable situation, salvation could well be found on the side of sustainable finance. Green investment is indeed favored by savers and the regulatory ecosystem is becoming more and more refined to support the growth of ESG product sales. Find out in this article how to benefit from this upturn to boost your clients' savings!
MiFID 2 and the suitability test: how European regulation incorporates ESG preferences
Asking investors about their ESG preferences will soon become part of the routine for financial advisors.