sustainability profiling

Today, 57% of Gen X & Y want positive impact. Wealth managers face a number of challenges in incorporating clients’ sustainable preferences into their suitability assessment as envisaged in the EU’s proposed changes to the MiFID II suitability rules.

Your clients are evolving. Finance regulation is evolving. Gambit helps you to take action. Don’t miss out on the growth potential offering ESG investing to your clients can offer.

Use your current system or, if you want, we are also able to help you on that.

You configure easily our recommendation algorithm to reflect your investment strategy. If you want we can also help you to update your investment universe in order to include ESG dimensions.

Based on the suitability preferences of the customer, his/her risk profile and your investment strategy, we propose a personalised and suitable portfolio. Again, thanks to our API based web-services you can integrate this recommandation in your journey.

You use your current back-end to execute transactions coming from your recommanndation or, if you prefer, you can connect to one of the leading back-office we manage.

We give you continuous insight about your clients' portfolio in terms of ESG KPIs (e.g. Suistainibility classes, CO2 impact, C° warning, ...). Thanks to the API based web-services magic you can select which metrics you want, and where in your journey you put them.