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Audience: Retail investors

A changing climate … for investor engagement on transition plans in France

In the global pursuit of net zero emissions by 2050, investor engagement on climate topics is predicated on the typical model of shareholder rights in corporate governanc... Read More >

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A practitioner guide for asset managers & asset owners to assess clients’ and beneficiaries’ sustainability preferences

In the European Union (EU), households own 35 trillion EUR in financial assets of which around one third is invested in equity and investment funds and another one third ... Read More >

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Guidance and Questionnaire for assessing client sustainability preferences and motivations

Investment firms providing financial advice and portfolio management are now required to carry out a mandatory assessment of client sustainability preferences during the ... Read More >

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Moving the blockers of retail sustainable finance

2DII created a series of six market reports which summarise quantitative and qualitative research (quantitative surveys, bilateral interviews, focus groups, mystery shopp... Read More >

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Market review of environmental impact claims of retail investment funds in Europe

Over the last six years, Sustainable Finance Observatory (formerly 2DII) has constantly emphasised in several analysis and reports the high risk of impact-washing for the... Read More >

Report Retail investing Retail investors

Guide on environmental impact claims for EU financial products

This Guide aims to provide a framework for environmental impact claims used by investment funds (or fund-based products) available to retail investors in the EU.... Read More >

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6 National Country Reports

As part of the EU’s Level EEI project, Sustainable Finance Observatory (formerly 2DII) releases a series of six-country reports (in the form of slide decks) addressing ... Read More >

Report Retail investing Financial institutions Retail investors

The Impact Potential Assessment Framework (IPAF) for financial products

A new science-based framework to assess the impact potential of financial products.... Read More >

Report Retail investing Financial institutions Retail investors

Guide sur les allégations d’impact environnemental des produits financiers

Ce guide, co-écrit par l’ADEME et 2DII, avec la contribution du CGDD, a vocation à accompagner les institutions financières dans une démarche de communication clair... Read More >

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Questionnaire for assessing client sustainability preferences and motivations

For use with the accompanying guidance... Read More >

Report Retail investing Financial institutions Regulators & policymakers All tags

Think tank focusing on mobilizing private financing for the transition.

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