Assess the ESG preferences
of your clients
through behavioral finance
% of investors want to have an impact in their investments. 80% for Millennials
% of investors want further information about Sustainable Finance
% of European ESG funds have outperformed traditonal funds over the past 10 years
Our ESGprofiler allows you to assess your clients' preferences in terms of Sustainable Investments through an interactive questionnaire based on Behavioral Finance
Assess the appetence of your clients for Sustainable Finance
Get a ranking of each client's preferred areas of Sustainable Development.
In line with European taxonomy and MiFIDII compliant
Different ESG profiles
% of client and advisor satisfaction
% growth in sales of ESG products
Integration and customization
We customize our ESGprofiler to your products and methodology
100% anonymous. Hosted in the cloud or on-premise
In standalone or integrated to your IT system
User-friendly. Available on smartphone, tablet and PC
Sustainable investments: what are the expectations of private investors?
Discover our white paper on Sustainable Investments and the expectations of individual investors.