Insights
Check out the studies and articles written by our experts to help you understand sustainability and regulatory issues.

Resource Library

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Case Study

Transition Plan Taskforce (TPT): the perfect tool to master Transition disclosure

Download our study on the Transition Plan Taskforce (TPT).
Noémie DOUBLIEZ
6/5/2024
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5 min read
Case Study

Biodiversity Guide 1: Understanding the link between biodiversity and finance

Download our first biodiversity guide.
Louise PIETTE & Lisa LIOTARD
26/4/2024
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5 min read
Article

How to navigate this new landscape of changing regulations and standards applicable to the UK?

2024 marks a pivotal year for financial players in the UK. Previously overlooked, sustainability is poised to become one of the cornerstones of the UK regulatory framework. For instance, the TCFD report has been mandated for certain financial players, and sustainability disclosure standards are set to be adopted by the UK government. WeeFin offers an overview of sustainability requirements in the UK.
Lisa LIOTARD
24/4/2024
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5 min read
Case Study

CSRD: Analysis of the european regulatory framework

The CSRD is the new directive imposed on companies in Europe. But what does it actually entail? And what impact will it have on financial companies? Weefin takes a analysis.
Louise PIETTE
17/4/2024
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5 min read
Article

Being more transparent and aligned with your sustainability ambitions is possible!

ESG practices are gaining momentum: an analysis by WeeFin reveals significant progress among certain funds. These results highlight the possibility of rapid improvement in sustainable strategies, emphasizing the importance of expertise and regulatory compliance.
WeeFin
10/4/2024
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5 min read
Article

Towards Transition: Guidelines for the Financial Sector

For more than two years, the notion of transition to a low carbon economy has been a key issue. Its inclusion in the regulations and market initiatives is forcing financial players to grasp its scope and determine how to integrate transition effectively into the management of their portfolios.
Louise PIETTE & Alienor CAMP
29/3/2024
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5 min read
Article

TCFD: what about the voluntary reporting framework?

Is TCFD reporting still useful? Our WeeFin experts shed light on the subject.
WeeFin
29/3/2024
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5 min read
Case Study

How can finance be used to promote gender equality? - Our study

WeeFin takes a closer look at current European regulatory requirements and the methods used by asset management companies to integrate gender equality into their investment strategies. To illustrate our analysis, we were fortunate enough to interview Aurélie Baudhuin, Director of Socially Responsible Investment at Malakoff Humanis.
Louise PIETTE & Lyna MERRAR
8/3/2024
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5 min read
Case Study

Task Force on Climate Related Financial Disclosures (TCFD) - Analysis of the British regulatory framework for UK asset managers

Download our analysis of the Task Force on Climate-related Financial Disclosures (TCFD) for UK asset managers.
Lisa LIOTARD
20/2/2024
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5 min read
Case Study

Sustainability Disclosure Requirements (SDR) - Deciphering the UK Regulatory Framework

Download our analysis of the new regulation in the UK: the Sustainability Disclosure Requirements (SDR).
Pauline BERTHOULOUX and Noémie DOUBLIEZ
16/2/2024
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5 min read
Article

Public sources, a potential insufficiently exploited by financial players

Between the desert and the jungle, financial market players are struggling to find their way through the ESG data sets on offer. WeeFin invites you to take a closer look at an alternative solution that is still under-utilized, but which could help overcome the many obstacles to data access: public sources.
Lyna MERRAR and William ROUET
5/2/2024
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5 min read
Article

Better safe than sorry - What to do when an issuer in your portfolio is at the heart of a controversy?

WeeFin helps you understand what an ESG controversy case is, and how to build a strategy to avoid investing in companies that may find themselves caught up in environmental and social scandals.
Noémie DOUBLIEZ
20/12/2023
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5 min read
Article

We can do it! How can finance be used to promote gender equality?

WeeFin takes a closer look at current European regulatory requirements and the methods used by asset management companies to integrate gender equality into their investment strategies. To illustrate our analysis, we were fortunate enough to interview Aurélie Baudhuin, Director of Socially Responsible Investment at Malakoff Humanis.
Louise PIETTE & Lyna MERRAR
7/11/2023
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5 min read
Article

Biodiversity: financial players must rise to the urgency of the situation

Financial initiatives, biodiversity-focused product offerings, commitments to nature... finance seems to be getting into fighting order to combat the sixth mass extinction of species that is unfolding before our eyes. But is this really the case? Léo Fargeas, Head of R&D at WeeFin, signs this editorial to help financial players seize the biodiversity challenge before it's too late.
Leo FARGEAS
21/9/2023
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5 min read
Article

SDR: The UK enters the fray of sustainable finance regulation

With the imminent implementation of sustainability requirements in the UK, the set of regulatory rules is becoming increasingly complex. WeeFin helps you understand these new proposals and navigate between the European and Anglo-Saxon environments.
Noémie DOUBLIEZ
18/9/2023
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5 min read
Article

Redesign of the Toward Sustainability Label and comparison with the SRI Label

The Toward Sustainability label and the SRI label: two labels for two positions. WeeFin explains the latest developments in these two labels and compares their standards.
Louise PIETTE & Noémie DOUBLIEZ
7/8/2023
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5 min read
Article

New proposed regulation on the transparency and integrity of ESG rating agencies

The commission is proposing regulations aimed at increasing the transparency of ESG ratings to help investors make more informed decisions.
WeeFin
25/7/2023
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5 min read
Case Study

AMF publication - SPOT Control June 2023 -: compliance with funds' contractual extra-financial commitments

The AMF is introducing Supervision of Operational and Thematic Practices, or "SPOT" controls, into its control arsenal. Weefin accompanies you in the analysis of these June results, concerning SPOT controls on portfolio management companies' compliance with contractual extra-financial commitments.
WeeFin
4/7/2023
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5 min read
Article

UN PRI - The new reporting platform has been open since June 14, 2023

As part of the tightening of minimum requirements for PRI reporting, the UN PRI platform opened on June 14, marking the start of the 2023 edition! Weefin is here to help you discover what's new!
WeeFin
30/6/2023
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5 min read
Case Study

Sustainable finance barometer - ESG practices & impact of asset managers

Download our sustainable finance barometer, which takes stock of the current state of sustainability policies and suggests concrete avenues for improvement.
WeeFin
20/6/2023
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5 min read
Article

How can Taxonomy be leveraged in asset management?

Often criticized and even taken to court by NGOs, the European green label is struggling to find its place in the practices of financial institutions. Yet the initial potential of the Taxonomy is undeniable.
Chloé LHOUSTAU
28/5/2023
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5 min read
Article

Article 29 - Energy and Climate Law: how to produce a second, more complete report?

New reporting obligations come into force. WeeFin explains the new obligations and gives you tips on how to put them into practice!
WeeFin
28/4/2023
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5 min read
Article

Regulatory news: what should we remember?

In recent weeks, a succession of regulatory changes have been unveiled. But in practice, what should be done?
Frédéric MEYER
20/4/2023
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5 min read
Article

Alignment Climate

It is becoming necessary for financial actors to take ownership of and integrate climate issues into the heart of their investment strategy, especially with the development of regulations, such as the European Green Pact and Article 29 LEC, which require actors to measure the alignment of their investments/portfolios with low-carbon temperature trajectories. This measurement can be done through the Alignment-Climate metric which allows financial actors to respond to several challenges and issues.
WeeFin
24/3/2023
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5 min read
Article

European ESG Template (EET) A template to facilitate the exchange of ESG-related information.

The EET aims to facilitate the exchange of ESG data between the different market players in order to have an overview of the ESG strategy of financial products. It is not a regulatory obligation but a market standard.
WeeFin
27/2/2023
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5 min read
Article

Sustainable investment: when transparency becomes opaque

What is the definition of a sustainable investment? Faced with a lack of guidelines from the regulator, financial actors use various analysis methodologies, with qualitative, quantitative, internal and external data... which can lead to confusion and very different practices.
WeeFin
22/2/2023
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5 min read
Case Study

PAIs - crucial indicators to highlight the impact of your investments on ESG issues

In March 2021, Level 1 of the SFDR regulation, whose philosophy is to provide more transparency on the responsible investment strategy of financial actors and products, comes into force and introduces the notion of Material Adverse Impact (MAI).
WeeFin
19/1/2023
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5 min read
Case Study

Orpea case study: How to create more engaged ESG metrics?

Orpea, the world's leading group of nursing homes and private clinics, is at the heart of a controversy following the publication on January 26, 2022 of the book Les Fossoyeurs. This book, based on three years of investigations, describes a system where hygiene, medical care and meals for residents of the Orpea group's nursing homes are sometimes "rationed" in order to improve the group's profitability by reducing costs.
WeeFin
24/2/2022
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5 min read
Case Study

Alignment-Climate Study

Download our Alignment-Climate study conducted by WeeFin's ESG experts.
WeeFin
21/2/2022
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5 min read
Case Study

European taxonomy & SFDR regulation: how can banks get started?

Download our study carried out with Colombus Consulting, which allows you to take advantage of the lessons learned from the implementation of MiFID II and to better define the process of compliance of financial institutions with the European regulation on sustainable finance.
WeeFin
1/2/2022
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5 min read
Case Study

ESG approach - Biodiversity: a regulatory and sustainability issue for the financial sector

What are the solutions for taking biodiversity into account in the investment chain? What is the level of maturity of tools and data providers on this major issue? Download our study on the tools available to measure the impact or risk related to biodiversity.
WeeFin
8/9/2021
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5 min read
Video

Replay webinar - SFDR: after the publication of the new RTS, what impacts for investors?

Replay of our webinar. While the RTS have been published and the level 1 is in application since March 10, confusion remains on the planning and actions to be taken now for SFDR.
WeeFin
15/4/2021
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5 min read
Article

How do APIs make our ESG platforms more dynamic and efficient?

Many of you ask us about the details of the technological features of our Orion and ESG Connect platforms and whether we use APIs. This article aims to provide all the answers to your questions by first introducing APIs in a general way and then detailing their uses.
WeeFin
16/2/2021
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5 min read
Article

ESG and Private Equity: A craze slowed down by difficulties specific to this asset class

The new European regulations are challenging financial players on transparency in reporting. Private equity players, who have not been subject to market reporting obligations until now, will be faced with the problem of accessibility of data for the evaluation of ESG indicators.
WeeFin
2/2/2021
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5 min read
Case Study

Transition risk: general confusion about the stress test

Institutional investors, increasingly mature in 2020, are experimenting massively with prospective scenario analyses but often confuse them with stress tests.
WeeFin
15/10/2020
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5 min read
Article

Why did ESG funds outperform during the Coronavirus crisis? Focus on the four main reasons

According to AXA IM's Q1 2020 equity and bond market analysis, companies with the highest ESG scores proved more resilient to the market crash due to the coronavirus than those with the lowest scores.
Marion AUBERT
21/8/2020
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5 min read
Article

Sustainable Finance: top 4 regulatory news of the summer not to be missed!

The last three months have been marked by a strong mobilization of French regulators which resulted in the publication of numerous regulatory texts on sustainable finance and climate. WeeFin has summarized for you the 4 key measures of the regulators.
Sabrine AOUIDA
10/8/2020
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5 min read
Case Study

Physical hazards and Article 173

Twice as many measurements in one year but heterogeneous methodologies...
Sabrine AOUIDA
21/4/2020
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5 min read
Case Study

ESG data providers: How to make the right choice? - How to Use

With the growing need for ESG data and the complexity of the market, it is difficult to find your way around and finding a data provider can be a hindrance to implementing an ESG strategy.
WeeFin
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5 min read
Video

Sustainable finance & SRI episode 4: carbon footprint

The carbon footprint is the first indicator used by investors to measure the contribution to global warming of each stock in a financial portfolio. How does it work? What are its drawbacks?
Marion AUBERT
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5 min read

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