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Levers for promoting ISR funds and Greenfin funds in the context of life insurance

97 Pages

French

PDF

Release :

2020-07-01

Knowledge and perceptions of ISR and Greenfin funds by life insurance owners.

AUTHOR

Bertrand MINOT

Studies project manager

  • Understand the positive and negative assumptions associated with each type of fund.

  • Understand the reasons and subscription practices of potential subscribers.

  • Perceptions of labeling and possible effect on subscription.

  • Understand the obstacles to subscribing to ISR funds and Greenfin funds.

  • Identify the most effective sources of awareness.

  • Test the arguments used in operator communications and evaluate those considered the most convincing.

  • Identify the required investment conditions.