DORA – Strengthening the backbone of modern financial systems
DORA intends to impose higher transparency standards on investment firms, forcing them to provide more detailed and regular disclosures to regulatory agencies and investors.
DORA intends to impose higher transparency standards on investment firms, forcing them to provide more detailed and regular disclosures to regulatory agencies and investors.
In 2020 the European Commission (EC) published a revised action plan of the initiative known as Capital Markets Union (CMU) with goal to increase the participation and confidence of retail investors in capital markets.
Comprehensive timeline Alternative Investment Fund Managers Directive (AIFMD). Legislative approval process & next steps: Regulatory Technical Standards (RTS & ITS)
Digital Operational Resilience Act DORA: gestione dei rischi, servizi TIC forniti da terze parti, monitoraggio incidenti, test di penetrazione basati su minacce
Governance is the most important pillar of ESG. Explore the different ”ESG policy” approaches – centralised, decentralized and hybrid – and understand EFRAG standards
Exploring the Power of Advisory Platforms – Improve internal procedures and adopt automation to increase your efficiency and effectiveness in these 4 critical areas: 1.client onboarding 2.Model portfolio selection 3.Selection and Ranking of Target Financial Instruments 4.CRM&Dashboards
ESG (Environment, Social, and Governance) refers to the three areas where businesses commit to ensuring compliance with particular measures and objectives to be attained over the course of a medium/long-term timeframe.
Max, you came to Parva after a long experience in Securities Services and Wealth Management: what were the most important projects you were involved in?
The continuous process of consolidation and evolution of the financial sector brings us more and more to support our clients in the management of operational efficiency, business integration and change of service provider.
As part of a renewal strategy of the operating model, the company decided to redefine the organizational structure of the Information Technology (IT) Department.