| Classification |
Rating company |
| Activity |
A scientific evaluation of the risk of a financial product as perceived by the market |
| Name Origin |
«see» «financials» |
| Market Position |
Leader in Investor Protection since 2009 |
| Visionary Role |
With the relevant MiFID II stakeholders at European level |
| Objective |
The company's purpose is to produce and distribute Security Indicators - TIPER® - for financial products and markets and in line with MiFID II / Investor Protection |
| Company Expertise |
Financial Products (Capital Markets)
Big Data Technology (Search Engines / Data Mining)
Mathematical Modeling / AI
MiFID II / Investor Protection Interpretation |
| MiFID II Consulting |
Make institutions fully compliant with regulatory requirements
as intended by the legislators to establish high quality standards for the industry |
| MiFID II Workshop |
Workshop Administrator - True & Full interpretation of MiFID II |
| Workshop Participants |
CITI Group, UBS, Credit Suisse, Santander Group, ABN AMRO, Rabobank, KBC, Intesa Sanpaolo, Unicredit, Societe Generale, HSBC, Standard Chartered |
| TIPER® |
| Product Description |
Security Indicator - TIPER - True Intelligent Product Evaluator of Risk |
| Product Characteristics |
Security Indicator (degree of loss potential), real time (at least daily),
comprehensible to the layman and expressed as a single rating (0-100%) consistent and
applicable throughout all assets classes (on 16 million products) |
| Issuer Requirements |
TIPER® is produced by an independent party
not involved in the recommendation, analysis or issuance
of financial products in order to avoid bias and conflict of interest |
| Product Solution |
TIPER® satisfies 54 requirements in Investor Protection: Product Governance, Product Suitability, Information to Clients, Conflict of Interest, Inducements.
TIPER® simplifies 23 requirements in Investor Protection: Investment Advise, Risk Management, Safeguarding of Client Financial Instruments, Provision of Services in non-complex instruments, Investment Research
| Market Solutions |
| Asset Managers |
Increase the quality of an investment strategy and the performance of a financial product by anticipating future risk |
| Banks |
Generate additional revenue as TIPER® meets the MiFID II on-going Inducement Article 11 |
| Industry |
Satisfy/Simplify 77 requirements in MiFID II / Investor Protection |
|
| Product Interest |
MiFID II Legislators & Authorities |