Patrimonia 2024: A Reference Event for Wealth Management Professionals
Recap of Patrimonia 2024, an event that brings wealth management professionals together in Lyon, and where Pledger was present. The text reports the remarks of Isabelle Guénard-Malaussène (FAIR), Philippe Setbon (AFG) and Michèle Pappalardo (Stratégie Durable) on impact and regulation.
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Every year, Patrimonia positions itself as the must-attend gathering for wealth professionals. This large-scale event brings together in Lyon a wide range of players from the financial sector, such as wealth management advisors, financial institutions, and investment experts. It is a key moment to exchange on the latest trends, innovations, and regulations that are shaping the future of financial management.
Pledger: A key Fintech player at Patrimonia
A promising start-up in the fintech universe, Pledger focuses on innovative solutions that improve the management of financial flows and facilitate the integration of ESG (environmental, social and governance) principles. Their presence at Patrimonia reflects their commitment to supporting investors and institutions towards more sustainable and responsible solutions.
Inspiring Conferences on Impact and Regulation
Among the highlights of Patrimonia, several conferences shed light on crucial issues for the future of the financial sector, in particular the importance of impact and regulation:
- Isabelle Guénard-Malaussène, chair of the Finansol label committee at FAIR, stressed the importance of measuring impact: "We are going to integrate impact measurement." This message is essential at a time when assessing the social and environmental outcomes of investments is paramount.
- Philippe Setbon, chairman of the French Asset Management Association (AFG), addressed the SFDR (Sustainable Finance Disclosure Regulation): "The SFDR regulation is there to steer the demographic transition; we need information from data, and to access it at a low cost." This intervention highlighted the role of data and regulation in the sustainable transition.
- Michèle Pappalardo, chair of the SRI label committee at Stratégie Durable, recalled that "An SRI label does not target an impact fund." This distinction opened the debate on the importance of ESG criteria and labels in responsible investment.
In short, Patrimonia 2024 confirmed the growing importance of sustainable and transparent practices in the wealth management sector, and we are proud to have been present to exchange on these decisive issues.