This short paper focuses on how asset and wealth managers can deliver risk and ESG-aligned portfolios to their clients and on how an end-to-end risk portfolio management service, can deliver additional value in terms of stronger returns, higher quality of investments and above all, more client engagement.
The pandemic is putting financial sector’s resilience to the test, throwing us and our customers into a complex scenario ruled by uncertainty. The first half of 2021 is expected to continue much like 2020 ended, with client interactions conducted almost exclusively on a virtual basis, but challenges continue in 2021.
A risk aware investment process needs to be supported by a solid approach and integrated with risk data feed that are correctly imported, validated and armonised to support the entire investment process.
But what does it really mean?
Let’s talk it over with Elena Giancaspro from Confluence, a global leader in data-driven investment management solutions.
The Objectway WealthTech Suite provides a wide range of ESG Analysis. Why is ESG analysis such a hot topic for Financial Institutions today??
Il termine ESG di cui sentiamo sempre più parlare, identifica tutte quelle attività legate all’investimento sostenibile, che perseguono gli obiettivi tipici della gestione finanziaria tenendo in considerazione aspetti di natura ambientale, sociale e di governance.
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The IDD directive regulates the distribution of both life and damage insurance products, for which the regulation indicates a set of ad hoc rules, in line with MiFID II. We are glad to say that we made an effort to get our relevant products, for instance Sure and Advice, to be fully IDD compliant. Continue reading “IDD Compliant: To Protect and Serve”