With an initial focus on the German market only, the Climate Finance Product Scanner comprises two main components:
- Quantitative client-profiling software on non-financial objectives
- An associated platform, which can be used by both banks and consumers to translate their non-financial objectives into investment beliefs and strategies
As part of this project, 2DII will develop a questionnaire about non-financial objectives, which will be available to retail investors and banks on a non-commercial informational website. We will also develop matching software for financial institutions, which they can then integrate as a white label solution to help retail investors match their non-financial objectives with financial products.
Later, we plan to expand these tools beyond the German market, with an aim to empower sustainable-minded retail investors elsewhere in Europe and beyond.