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Draft questionnaire & guidance for client sustainability preferences

Report Retail investing Financial institutions Regulators & policymakers

Now open for consultation!

Additional information

Please answer the consultation here.

2DII has developed this draft questionnaire and draft guidance to help investment firms comprehensively assess clients’ sustainability preferences, as well as comply with the upcoming regulatory requirements of MiFID II/IDD and consumer expectations. We believe that all of these aspects are critical to improving the suitability of the recommended product(s), increasing consumer trust, and ensuring that financial markets work towards societal and environmental goals.

The draft questionnaire and guidance were developed as part of the Finance ClimAct project, taking into account feedback from financial institutions, regulatory authorities, and members of civil society. However, they only reflect the views of 2DII. The questionnaire and guidance are currently still in draft form, and we hope to improve them based on your feedback. However, we encourage financial institutions to already begin using these draft versions to build their own questionnaires.

The full documents are available here:

Please answer the consultation here.

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.

 

Independent, non-profit think tank working to align the financial sector with international climate goals.

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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.