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Assessing ESG Data for Suitability & Appropriateness
As with other financial products, assessing the data for ESG investing on a client basis would follow the standard five categories.
Sep 28, 20222 min read
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ESG Data: How Investment Firms Can Collect Client Sustainability Preferences
Sustainability related provisions under MiFID and IDD DAs came into force on 2 August 2022. Here we explain how ESG data can be collected.
Sep 21, 20222 min read
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Sustainable Investing: ESMA Requirements on Clients’ Sustainability Preferences
From 2 August 2022 investment firms must take sustainability risks into consideration and assess clients' sustainability preferences.
Aug 24, 20224 min read
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