Incorporating sustainability preferences

In five steps

From 2 August 2022, under the amended directive MiFID II, investment managers must extend the suitability test to include the sustainability preferences of the investing client. This may sound simple, but in practice it is anything but.

In this roadmap, we outline the five steps you need to take to incorporate the investor’s sustainability preferences into the portfolio or advice. Fill in the form on the left to receive the roadmap directly in your mailbox.

Would you like additional support in identifying sustainability preferences in investment advice? Our consultants will be happy to help.