Risk and ESG-aligned portfolios

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.

Continue reading “Risk and ESG-aligned portfolios”

SM&CR: Have you kept your Statement of Responsibilities (SoR) up to date?

Defined by the FCA as “a catalyst for change”, the SM&CR represents an opportunity to enhance healthy cultures and effective governance in financial institutions, requiring greater accountability both individually and within a firm, as well as setting a new standard of personal conduct and competence.

Continue reading “SM&CR: Have you kept your Statement of Responsibilities (SoR) up to date?”

Everything you always wanted to know about risk (But were afraid to ask)

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.

Continue reading “Everything you always wanted to know about risk (But were afraid to ask)”

2020: Anno Zero per il comparto assicurativo – La consulenza

Le evoluzioni normative emanate quest’estate dall’IVASS collocano il 2020 come anno zero per la definizione e costruzione di nuovi processi di relazione e vendita dei prodotti assicurativi tra i distributori, gli intermediari e i loro clienti.
Sono numerose le riflessioni che diversi addetti al settore, noi compresi, stanno esprimendo in questi mesi.

Continue reading “2020: Anno Zero per il comparto assicurativo – La consulenza”

How smart technology turned the Covid-19 crisis into a means for digital transformation

There are a number of challenges in the wealth management business that have become somewhat more challenging with the Covid pandemic. It highlighted some industry wide issues that firms continuously struggled with, even though solutions to these issues have existed for years.
Continue reading “How smart technology turned the Covid-19 crisis into a means for digital transformation”

ESG: alla ricerca della sostenibilità

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.

Continue reading “ESG: alla ricerca della sostenibilità”