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MiFID II
ESG Strategy Roadmap
Distribution
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Consider sustainability profile and preferences of customers + mandatory assessment
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Must take these sustainability preferences into account when offering financial products
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Prepare report to client how recommendation meets investment objectives, risk profile, capacity for loss bearing and sustainability preferences
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Target market assessment must also cover the instrument’s objective of sustainable investments or E/S characteristics
Risk Management
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​Integrate sustainability risks into risk management policies
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general Organizational requirements
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​Take into account sustainability when complying with organizational requirements (qualitative and quantitative terms)
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Client Advisory & Product Management Journeys
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