Multivariate Suitability Engine (FIDA MSE)

A customizable multivariate model that elaborates the investor profile ("know your customer") and assesses the suitability of portfolios in accordance with MiFid2 and IDD regulations. FIDA MSE is built on two components that can also be used separately:
  • Investor profiling engine
  • Suitability engine

Target Market

Based on the FIDA classification, proxy, and MSE systems, a proprietary methodology assigns the target market to financial instruments. It is suitable both for manufacturers of financial instruments, for defining the potential target market, and for distributors who need to determine the actual target market.

Multivariate Suitability Engine (FIDA MSE)

A customizable multivariate model that elaborates the investor profile ("know your customer") and assesses the suitability of portfolios in accordance with MiFid2 and IDD regulations. FIDA MSE is built on two components that can also be used separately:
  • Investor profiling engine
  • Suitability engine

Target Market

Based on the FIDA classification, proxy, and MSE systems, a proprietary methodology assigns the target market to financial instruments. It is suitable both for manufacturers of financial instruments, for defining the potential target market, and for distributors who need to determine the actual target market.

Multivariate Suitability Engine (FIDA MSE)

A customizable multivariate model that elaborates the investor profile ("know your customer") and assesses the suitability of portfolios in accordance with MiFid2 and IDD regulations. FIDA MSE is built on two components that can also be used separately:
  • Investor profiling engine
  • Suitability engine

Target Market

Based on the FIDA classification, proxy, and MSE systems, a proprietary methodology assigns the target market to financial instruments. It is suitable both for manufacturers of financial instruments, for defining the potential target market, and for distributors who need to determine the actual target market.

 

 

  • Via Cernaia, 31 - IT10121 - Turin, Italy
  • +39 011 58 13 777

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