Mensuel de mars 2022 - Fonds d’investissement

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ESG MIFIDII – An Opportunity to evolve to true customer centricity?
By David SUETENS, Independent Director and Julien RENKIN, SOPIAD CCO   From August 2022 the amended Mifid II Delegated acts, requires financial institutions providing wealth management services to capture the client’s ESG/sustainability preferences into their client’s suitability assessment and ensure that all ESG-related features of any proposed products are disclosed. However recent surveys show that approx. 60pct of clients have never received an ESG proposal from their banks/advisors, so how will our industry be ready to accommodate this requirement by August 2022 and leverage it as an opportunity?   This materially enhanced suitability assessment in MIFIDII is a key step in the roll out of the European Commission’s Green Agenda. The...
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