Isabelle LEGUILLON

📊 The reaction of financial markets to France's recent first round election reveals a complicated interplay between political uncertainty and economic stability. Initially, markets braced for chaos, thereby anticipating a significant selloff. Nevertheless, the confusing results from the first round of voting provided a temporary reprieve, which allowed stocks to jump and the euro to recover slightly...this relief demonstrates the market's deep-seated aversion to uncertainty, which is probably going to continue given the unpredictable nature of the upcoming run-offs! 💼 📈 #FinancialMarkets #EconomicStability #FrenchElection2024

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Today, we published our Candriam Biodiversity Strategy, explaining how we integrate biodiversity into our investment strategies to help protect nature. Find out more on: https://lnkd.in/eA-WxcTA #candriam #investing4tomorrow

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Great article by Kangkan HALDER in Delano addressing how innovation and technology are key to overcoming distribution challenges and adapting to regulatory changes in the dynamic asset management industry. Insights shared by FE fundinfo’s Joerg Grossmann and Maxime Aerts. Read more here: https://lnkd.in/e8kx9Nur

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Lots to digest from ETFGI’s 5th annual Global ETFs Insights Summit the other day, including a strong sense of optimism from Arnaud Llinas, as he looked back on his career in the European #ETF industry and shared is views on what’s still to come. In particular, he highlighted the growing importance of investment savings plans for driving investment into ETFs, with around eight million of these currently active across Europe. Last year these were responsible for around 10% of net new ETF assets in Europe – roughly €15bn, up from €1bn five years ago, so there is clear momentum here. Arnaud talked about this as a next phase in the growth of the European ETF industry, where the combination of better technology, lower costs, and innovations like fractional ETF trading, is making major retail participation much more of a reality than before – something the industry has been waiting for, for years. We left with the clear sense that the future is bright, with more growth, more innovation and more opportunity still to come! #Europe #investment #outlook

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💡 If you missed our last AM #Monthlybriefing webinar , you can watch the highlights of our #Manco Barometer 2024 in this short video 👇 📨 Feel free to contact my colleagues Bertrand Jaboulay and Laurent Butticè to discuss the results of our survey in more detail and don't hesitate to visit our dedicated page on our website: https://lnkd.in/etR8YcdN PwC Luxembourg I #pwc #assetmanagement #UCITS #AIFMD #managementcompany #aifms #assets #investments

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What is a "Blockchain Analytics Company"? How do their tools, the so-called OATs meet the regulator's requirements or allow them to implement the obligation of means? This is what this guide intends to describe for regulated CASP/VASP, regardless of their jurisdictions. Feel free to ask for a tool kit presentation, we will be more than happy to guide you on the way to regulatory compliance. Be Regulatory, be Sharp, Be RegSharp!

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Happy to share AEFR answer to the EBA consultation on ESG guidelines, provided on the back of our november 2023 debate paper : Transition plans are a crucial tool to enable transition finance, and build trust in ESG commitments. However, the EBA proposal to define a "prudential transition plan", separate from the "non-prudential" transition plan already provided for in CSRD and CSDDD, makes no sense, and unfortunately adds further confusion to the already very complex EU ESG regulatory framework. For a given financial institution, there can be only ONE transition strategy, ONE transition business plan, ONE set of scenarios, metrics and targets, ONE ESG governance underpinning them. Instead of "reinventing the wheel", the EBA should focus on how to incorporate the transition plan, as defined in CSRD, in the risk management framework, ie how transition plans can inform ESG risk analysis, scenarios analysis, including providing guidance on the transmission channels of ESG risks to potential financial losses. At the margin, additional or more granular risk-related metrics may be necessary for supervisionbpurposes, as an additional, undisclosed, building block. Along those lines, transition plans should be approached as ESG risk mitigants, and be reflected in the dynamic balance sheet approach to assess medium and long term vulnerabilities.

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