• Home
  • News
    • People moves
    • Africa
    • Asia
    • Australia
    • Canada
    • Caribbean
    • Domicile
    • Europe
    • Latin America
    • North America
    • Middle East
    • US
    • US
    • UK
  • Products
    • Funds
    • Pensions
    • Platforms
    • Insurance
    • Investments
    • Private Banking
    • Citizenship
    • Taxation
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Directory
  • Video
  • Advertise with us
  • Directory
  • Events
  • European Fund Selector
  • Newsletters
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
  • Advertise with us
  • Directory
  • Events
    • Upcoming events
      event logo
      International Investment Nordic Forum 2021

      International Investment is delighted to announce the 2021 International Investment Nordic Forum which will take place on Tuesday March 9, at 9am (GMT). This curated virtual event will be broadcast live and will feature a series of fund manager interviews and presentations, as well as interviews with some of the Nordic regions top fund selectors.

      • Date: 09 Mar 2021
      • ONLINE, ONLINE
      View all events
  • European Fund Selector
International Investment
International Investment

Sponsored by

Sharing Alpha
  • Home
  • News
  • Products
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Video
  • Thematic

Candriam unveils investment simulator to strengthen distribution networks

Candriam unveils investment simulator to strengthen distribution networks
  • Ridhima Sharma
  • 30 April 2019
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  

Brussels-headquartered Candriam Investors Group has launched Candriam Robo Investment Simulator (CRIS), a state-of-the-art facility simulator.

CRIS complements the range of digital services that the company is developing in order to establish partnerships with distribution networks, such as independent players, banking and insurance groups, which remain underequipped.

Related articles

  • Candriam hires head of Italy from BNP Paribas
  • Candriam looks to seize the retail space
  • Candriam promotes Elena Guanter to head of Clients Relations for Iberia
  • Amundi veteran joins Candriam

Renato Guerriero, global head of Distribution at Candriam, said: "Candriam is continuing to expand its business among distribution clients with a high added value solution. Our ambition is to enhance our range of traditional asset management services by proposing unique solutions within the market. These solutions have been built upon our expertise which we have developed over more than 20 years, particularly in the field of responsible investments. Investment simulators are a vital tool required by networks to win new prospective clients within a strict regulatory framework. The key issue is to adapt these tools to current client needs and to regulatory changes, which is where CRIS offers precision and flexibility."

CRIS has the following features:

  • Personalised onboarding of the end customer in accordance with the preferences of the distributor and adaptation of the portfolios to their risk profiles,
  • Harmonisation of customer offers through sample portfolios,
  • Integration of the partner's buy list into the portfolios or any other investment products,
  • Cutting-edge technology for the development of viable model portfolios,
  • Tools for presenting the various performance and risk indicators included in the offer, which can accompany the conversation between end customer and banker / advisor,
  • Co-development opportunities to integrate CRIS into transactional programs and customer portfolios.

CRIS is available in an Investor version and a Distributor version, to ensure that it  perfectly matches the needs of different types of investors.

CRIS Investor targets the wider public and is built as a simulation and educational support tool for managing personal savings.

CRIS Distributor adds value to financial advisor solutions, by making the most pertinent funds or investments available to their clients, in a time saving and efficient manner, thus enhancing the customer experience throughout the relationship.

  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
  • Topics
  • Thematic
  • Candriam Investors Group
  • Candriam Robo Investment Simulator
  • Renato Guerriero
  • CRIS
  • Candriam

More on Thematic

BlackRock launches ultrashort bond ESG ETFs range

  • Passive
  • 19 March 2020
Nikko AM releases 2019 sustainability report

  • Thematic
  • 18 March 2020
World Water Day beckons for ESG investors - KBIGI

  • Thematic
  • 17 March 2020
BlackRock, JP Morgan, Fidelity top latest Broadridge Fund Brand 50 ranking

  • Equities
  • 16 March 2020
Lombard Odier unveils climate transition strategy

  • Thematic
  • 16 March 2020
Back to Top

Most read

EU removes Barbados from blacklist of 'non-cooperative' jurisdictions
EU removes Barbados from blacklist of 'non-cooperative' jurisdictions
Global UHNWI population to grow by 27% over the next five years: Knight Frank
Global UHNWI population to grow by 27% over the next five years: Knight Frank
J.P. Morgan Asset Management launches Global Income Sustainable Fund
J.P. Morgan Asset Management launches Global Income Sustainable Fund
Comment: Four key issues powering the renewable energy revolution
Comment: Four key issues powering the renewable energy revolution
Amati Global Investors launches strategic metals fund
Amati Global Investors launches strategic metals fund
  • Contact Us
  • Marketing solutions
  • About Incisive Media
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading