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Topics: Retail investing

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

Jumping the barriers to sustainable retail investment in France.

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

Report Impact & target-setting Retail investing Financial institutions All tags

Integrating sustainability preferences of clients

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

Report Policy work Reporting & disclosures Retail investing All tags

Fighting greenwashing… what do we really need?

2DII legal analysis ‘Fighting greenwashing… what do we really need?’ reveals that while general finance sector regulation is applicable to environmental impact clai... Read More >

Report Impact & target-setting Policy work Retail investing All tags

What do your clients actually want? Understanding and estimating household demand for sustainable financial products

The untapped, multi-trillion market opportunity for green financial retail products... Read More >

Report Retail investing Financial institutions Retail investors

Please Don’t Let Them Be Misunderstood! How financial advisors consider clients’ sustainability motivations before the upcoming MiFID II Delegated Act

300 mystery shopping visits across seven EU countries map the current extent to which sustainability feeds into financial advice.... Read More >

Report Retail investing Regulators & policymakers Retail investors

Draft questionnaire & guidance for client sustainability preferences

Now open for consultation!... Read More >

Report Retail investing Financial institutions Regulators & policymakers

I’ve Got the Power! Really? Assessing the impact potential of financial products supporting the energy transition

Major adjustments are needed in order for “green” financial products to reach their full potential, support the energy transition, and achieve real-world impact, acco... Read More >

Report Retail investing Financial institutions Regulators & policymakers

Sustainable Finance and Market Integrity: Promise Only What You Can Deliver

In an examination of environmental impact claims in the finance sector, 2DII identifies critical regulatory gaps... Read More >

Report Retail investing Regulators & policymakers

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