Investeringsrådgivares syn på hållbarhet. Hur yrkesutövningen påverkas av EU:s regelverk samt hur tolkning skiljer sig mellan banker.

Detta är en Kandidat-uppsats från Göteborgs universitet/Företagsekonomiska institutionen

Sammanfattning: paper will describe how investment advisors at Swedish financial institutes work with sustainability and how EU directives and regulations affect them. Directives and regulations such as MiFID II, MiFIR, SFDR and Taxonomy which have been constituted and implemented more extensively through the 2010 decade which is leaving investment advisors in an undoubtedly need for adaptation. The analysis and conclusion are depicted through gathering of scientific articles on the subject and qualitative interviews with six Swedish investment advisors on four different financial institutes. The scientific articles show that advisors initially showed resentment against the directives and regulations and that the implementation has had setbacks. Advisors had to incorporate sustainability and other factors which made them change and adapt their way of advising. The research indicates that the regulations and directives are still under development and the implementation is under continual adjustment to adapt to the market. Despite challenges through history, the qualitative interviews reveal that investment advisors have been more positive towards the directives and regulations in recent years by the facts that it gives customers transparency, promotes sustainable investments and fosters viable relationships between advisors and customers. Even though some investment advisors experience the directives and regulations as making the craft of advising more governed, results show that the directives and regulations have been better implemented and that it serves a greater purpose now than it did before.

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