Sustainability Preferences Have Become Part of The Suitability Process
From 2 August 2022, a client’s sustainable preferences must be included in the suitability process. Morningstar can help you navigate these upcoming changes. The core MiFID II principles of investor protection, transparency, governance, and now sustainability, are fundamentals of our company mission. Let’s seize this new compliance opportunity to transform your business for the future.
MiFID II Guide :
Understanding Your Client’s Sustainability Preferences
Updates to MiFID II directive have brought significant changes to how firms and advisers deliver advice. In our guide, you’ll find out what exactly is required from a compliance perspective, and we share best practices for broaching the subject of sustainability with your clients.
Investors Will Need More Sustainable Data to Support This Advice
Asset management businesses needs market and sustainability data and reporting to ensure products are suitable for the investors they are being sold to, along with data outlining fee breakdowns.
Future of MiFID II & ESG Video series
Challenges: What Manager, Advisers and Investors Can Expect
The European ESG Template and the Regulatory Data Challenge
Solutions: How Can You Meet Your Regulatory Requirement?
Company-Level Analysis Also
Needs ESG Research
Research costs are now unbundled from brokerage services under the MiFID II regulation. Our focus continues to be providing independent and objective research at Morningstar. We have broadened out our ESG Research offering at both Equity and Fund level to ensure alignment with regulation and increase value to our clients.
MODERNISE YOUR FIRM THROUGH THE MIFID II REGULATION