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Sustainability profiling
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Embed sustainability into your investment advice
The fastest and simplest way to integrate white-labeled sustainability investing into your platform and client offering.
Investment advice that connects with your clients
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.
Assess your investors’ sustainability preferences
Thanks to our API based web-services you can integrate this step of sustainable preferences measurement in your customer journey.
Define or reuse the risk profile of your investors
Use your current system or, if you want, we are also able to help you on that.
Configure your own sustainable investment universe
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.
Recommend a suitable and sustainable compliant portfolio
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.
Execute the rebalancing
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.
Report to your customers on the impact of their investments
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.
