Flexible and Tailored Services to Meet Your Needs
We provide customized solutions designed to meet your specific needs. Our strategic expertise helps streamline processes, integrate cutting-edge technological solutions, and support you at every stage of implementation.
BENCHMARK
Conducting internal diagnostics and needs analysis
Proposing aligned and customized solutions
END-TO-END SUPPORT
Delivering detailed diagnostics, technology recommendations, and continuous updates
Providing expert guidance throughout the entire selection process
Overseeing project implementation to ensure seamless execution
Serving as a bridge between your teams and software providers
Offering technical advisory services at key decision points
PROJECT LEADER
DORA, a regulatory requirement
The Digital Operational Resilience Act (DORA) presents major challenges for financial institutions. Asset managers must strengthen their cybersecurity and operational resilience against digital risks while fostering information sharing and collaboration to enhance financial stability. Compliance is a significant investment but a necessary step to ensure the continuity of financial services.
17 Jan 2025
Effective Date*
European Taxonomy, A regulatory shift
Investment management firms are facing increasing pressure to integrate ESG criteria, particularly due to the European Taxonomy. This regulation demands greater transparency and detailed reporting, making access to robust tools and reliable data providers essential. A high-quality ESG data provider is critical for ensuring accurate information, enabling asset managers to showcase the positive impact of their investments and effectively mitigate risks linked to the transition toward a sustainable economy.
65%
In 2022, 65% of French companies identified a portion of their revenue as eligible under the European Taxonomy*
9%
In 2022, 9% of French companies reported an initial estimate of their aligned revenue **
SFDR, Raising the Bar on ESG Transparency
The Sustainable Finance Disclosure Regulation (SFDR) enforces stricter transparency requirements on ESG criteria, mandating standardized and comparable reporting. For asset and wealth managers, this represents a costly but necessary challenge to maintain investor confidence and drive a sustainable financial future. Implementing an automated reporting solution that ensures real-time information monitoring is crucial to minimizing compliance risks and improving operational efficiency.
10,481
963
The number of European investment funds classified under Article 9 of the SFDR stood at 963 at the end of 2023 **
At the end of 2023, there were 10,481 European investment funds classified under Article 8 of the SFDR *
* and ** Source https://paperjam.lu/article/fonds-articles-8-et-9-ont-atte?utm