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Topics: Retail investing

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 >

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Questionnaire for assessing client sustainability preferences and motivations

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

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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 >

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Jumping the barriers to sustainable retail investment in France.

A presentation of demand, supply and distribution frictions, and recommendations to move forward.... Read More >

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Integrating sustainability preferences of clients

Legal analysis demonstrates between gap in frameworks to ensure retail clients' objectives are reflected in action ... Read More >

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