What are the plans of ESMA regarding sustainable finance?
Sustainable finance, a key area of ESMA strategy for the years 2023 to 2028 ESMA’s strategy for the next five years consists
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
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
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
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.
Next gen’: what will the bank of tomorrow look like?
Shaken by the success of online banks and the desertification of their branches, traditional banks are being asked to reinvent themselves. In
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
Integration of sustainability preferences into MIFIDII and IDD product governance regulation
Aligning with clients’ sustainability preferences In order to promote responsible investment, collecting investors’ sustainability preferences becomes compulsory for investment firms in the
ESMA/EIOPA: Guidelines about the assessment of 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