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Audience: Retail investors

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 >

Report Retail investing Financial institutions Retail investors

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 >

Report Retail investing Financial institutions Retail investors

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 >

Report Retail investing Financial institutions Retail investors

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 >

Report Retail investing Financial institutions Regulators & policymakers All tags

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 >

Report Policy work Retail investing Financial institutions All tags

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

Assessing client sustainability preferences…lost in the maze?

Results of the mystery shopping campaign assessing financial advisor's compliance with new regulatory requirements for the mandatory assessment of client sustainability p... Read More >

Report Retail investing Financial institutions Regulators & policymakers All tags

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