ESG

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

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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

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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

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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

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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

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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,

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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.

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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

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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

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