ESG

Are you ready to include ESG preferences in the MiFIDII questionnaire?

From August 2, 2022, investment companies will have to assess the possible sustainability preferences of investors. This assessment will have to be

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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.

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Enhancing transparency through Neuroprofiler

The Neuroprofiler questionnaire is more than just a questionnaire as it addresses three major themes in discovering the unique preference of a

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Sustainable investments: SDGs, ESG, SRI, impact investing…what is the difference?

Environmentally friendly investments or socially in tune investments have become more and more popular over the past 10 years. Their good performance

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Linking the Client’s Sustainability Preferences and the MiFID II Suitability Obligation

Legal context on sustainability preferences assessment Asking investors about their preferences for sustainable investing should become part of the routine for financial

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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

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How does the ESGprofiler 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

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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

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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

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