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Webinar: Questionnaire for assessing client sustainability preferences and motivations

For use with the accompanying guidance

Since August 2022, investment firms providing financial advice and portfolio management in Europe must carry out a mandatory assessment of sustainability preferences of their clients or potential clients. Investment firms in Europe must take these sustainability preferences into account in the selection process of financial instruments that are recommended to those clients. 

 

However, 2DII’s 2022 mystery shopping campaign (253 visits across six EU countries) revealed an alarmingly low level of regulatory compliance. Furthermore, the campaign showed that the current integration of sustainable preferences by product distributors is insufficient to accommodate impact-oriented investors and to include an appropriate amount of detail for the market.

 

Read the full version of the Questionnaire and accompanying documents.

 

About our funder: This project has received funding from the European Union’s LIFE program under grant agreement LIFE18IPC/FR/000010 A.F.F.A.P. Disclaimer: The European Commission is not responsible for any use that may be made of the information it contains. 

 

 

28.03.23
Online
Host

2° Investing Initiative

Speakers

Samia Baadj, Senior Manager


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Since August 2022, investment firms providing financial advice and portfolio management in Europe must carry out a mandatory assessment of sustainability preferences of their clients or potential clients. Investment firms in Europe must take these sustainability preferences into account in the selection process of financial instruments that are recommended to those clients. 

 

However, 2DII’s 2022 mystery shopping campaign (253 visits across six EU countries) revealed an alarmingly low level of regulatory compliance. Furthermore, the campaign showed that the current integration of sustainable preferences by product distributors is insufficient to accommodate impact-oriented investors and to include an appropriate amount of detail for the market.

 

Read the full version of the Questionnaire and accompanying documents.

 

About our funder: This project has received funding from the European Union’s LIFE program under grant agreement LIFE18IPC/FR/000010 A.F.F.A.P. Disclaimer: The European Commission is not responsible for any use that may be made of the information it contains. 

 

 

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2DII today announced it is transferring stewardship of the Paris Agreement Capital Transition Assessment (PACTA) to RMI, formerly Rocky Mountain Institute. PACTA measures financial portfolios' alignment with various climate scenarios, including those consistent with the Paris Agreement. Under RMI’s stewardship, PACTA will remain a free, independent, open-source methodology and tool, and will continue to provide the financial and supervisory community with forward-looking, science-based scenario analysis to help users make climate-aligned financing decisions. RMI will invest in scaling up PACTA’s usability and applicability in day-to-day investment decisions as well as reporting requirements.

Access the full press release here: https://2degrees-investing.org/2-investing-initiative-transfers-stewardship-of-pacta-to-rmi/In the coming weeks, we will update this website with additional information. For now, please note that all contact information remains unchanged.