Empowering you with scientific-backed resources and insights to succeed in today’s dynamic and responsible market.
wanting to enhance my client’s investment experience.
While access to investments has never been easier for non-professional investors, making investment decisions is more complex than ever. Simplify investment decisions for retail investors, taking into consideration sustainable preferences (ESG) on top of investment objectives and risk appetite.
Manage compliance cost & risk
Support asset selection process
Simplify asset selection & comfort investors
Increased regulatory pressures and client’s requirements have fostered the needs for insurers to reinforce client’s investing experience. Next gen profiling solution, IBIP suitability scores and automated monitoring are key features to improve the efficiency of distribution networks and foster client’s engagement.
Manage compliance cost & risk
Support asset selection process
Simplify asset selection & comfort investors
Fund managers are subject to various regulatory requirements aimed at ensuring transparency, accountability, and investor protection. More than ever before, they need to ensure and continuously monitor whether their investment strategies remain consistent with precontractual commitments throughout the holding period of investments, and whether their investments continue to align with the commitments made to investors.
Speed up the definition & reduce the monitoring of ESG investment policy
Transparently disclose SFDR articles 8 & 9 sustainable alignments
SAFIR WM fast tracks tailored portfolio creation with science-based analysis considering client’s risk tolerance, investment goals and ESG preferences. Ongoing monitoring ensures investments match their unique profile.
Discover how SAFIR LI enhances client’s investment experience while fostering responses to the latest (IDD) regulatory requirements. Increase clients’ engagement with our next gen profiling & Investment products (IBIP) suitability diagnostic modules.
SAFIR FM is a diagnostic solution designed to help fund managers meet, monitor, and sustain their pre-contractual commitments.
