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

Target Market is a proprietary FIDA methodology based on FIDA rating, proxy and Borsa Italiana systems, to determine the target market for financial instruments. The systems is designed for use by both producers and distributors of financial instruments, the former for determining potential target markets, the latter for identifying the effective markets.

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

Target Market is a proprietary FIDA methodology based on FIDA rating, proxy and Borsa Italiana systems, to determine the target market for financial instruments. The systems is designed for use by both producers and distributors of financial instruments, the former for determining potential target markets, the latter for identifying the effective markets.

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

Target Market is a proprietary FIDA methodology based on FIDA rating, proxy and Borsa Italiana systems, to determine the target market for financial instruments. The systems is designed for use by both producers and distributors of financial instruments, the former for determining potential target markets, the latter for identifying the effective markets.

 

 

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

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