Lois et réglementation

Grote beleggers kiezen steeds meer voor impactstrategieën. Maar meer standaarden blijken nodig om die impact te meten en erover te rapporteren.

L’Autorité européenne des marchés financiers (AEMF) a mis à jour ses orientations sur la définition de ce qui doit être considéré comme un conseil en investissement. Cela peut signifier que certains gestionnaires doivent être plus prudents lorsqu’ils communiquent des informations sur l’investissement à leurs clients.

On 11 July 2023, the European Securities and Markets Authority (Esma) updated its guidance in relation to the definition of “advice”. This was rendered through a supervisory briefing which basically an update of the previous Q&As issued by CESR - Esma’s predecessor - on this topic.

With the collapse of the Green vote ending the country’s so-called “Gambia” (blue, green, red) coalition, Luxembourg’s financial sector is seen to stand to benefit from the near-certain return of the exiled Christian Socialists to governing. There’s an emerging consensus that a prime minister Luc Frieden would be good news for the financial sector and would also make finding solutions to problems besetting the country more likely.

Les courtiers d’assurance et les particuliers se demandent souvent si la prime d’un contrat d’assurance branche 23 peut être payée par l’apport d’un portefeuille-titres dans le contrat.

Le nombre de fonds liés au climat dans le mondea été multiplié par sept en cinq ans, atteignant aujourd’hui plus de 1 400 fonds ouverts et ETF et 534 milliards de dollars d’actifs, contre moins de 200 en 2018 : un bond considérable, donc.

https://www.investmentofficer.be/fr/actualites/larticle-6-bas-fonds-du-non-durableAprès la grande vague de reclassement de la fin de l’année dernière, rares sont les acteurs qui osent encore associer le label le plus durable à leurs fonds. Le reporting selon l’article 9 du SFDR ne leur apporte aucun avantage commercial.

The sustainable finance sector has faced a whirlwind over the past two years. From greenwashing scandals and SFDR downgrades to unreliable ESG data and politicised debates in the US, the landscape is ever-evolving.

The European Securities and Markets Authority (Esma), the EU’s financial markets regulator and supervisor, on Tuesday said it plans a comprehensive review next year of industry efforts to integrate sustainability in investment firms’ suitability assessment and product governance processes and procedures.

The review will be shaped as a Common Supervisory Action, or CSA, in which it closely involves national supervisors such as the CSSF in Luxembourg.

The European Securities and Markets Authority, Esma, on Thursday posted its 2024 work programme, emphasising digital and green transitions against a backdrop of economic challenges including inflation and geopolitical strains.

Esma said it plans to reinforce its market and risk monitoring efforts and support the European regulatory framework’s implementation, particularly in digital and sustainability sectors. This is in line with the regulator’s aim to address challenges for the European Union and its citizens, including investors.