Biodiversity, greenhouse gas emissions, water consumption… Which environmental objective should your ESG funds focus on?
More than ever, sustainable finance is on the rise. Chastened by global warming, the health crisis, and social tensions around the world,
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.
Gamification, artificial intelligence, blockchain… the major trends in the digitalization of the financial sector
The digital transformation spares no sector, and the banking and financial world is no exception. Here is an overview of the main
MiFID questionnaire and ESG preferences: how to be compliant without affecting the client relationship?
From August 2022, banks, asset management companies, and investment advisory firms will have to capture their clients’ sustainable finance preferences in their
How to assess client’s ESG preferences ?
Climate change, the health crisis and corporate governance concerns have increased awareness regarding the limits of our traditional economic model. People are
Sustainable investment: what are the expectations of private investors?
Whether it be their everyday purchases or in their investments, investors are now looking to have a positive impact on society and
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
Green finance and profitability, where do we stand in the debate?
The popularity of ESG products is well established. According to a recent study, 4 out of 5 investors are looking for investments
How do Fintechs Address the Sustainability Challenge?
Financial technology (Fintech) is used to describe new tech that seeks to improve and automate the delivery and use of financial services.