Sustainability-related disclosures
By implementing disclosure requirements at various levels, including organisational, service, and product, the EU hopes to increase transparency on sustainability. It also seeks to eliminate any discrepancies in information surrounding the integration of sustainability risks, the consideration of principal adverse sustainability impacts, and the promotion of environmentally or social characteristics – and sustainable objectives where appropriate.
SFDR classification
Extensive negative screening: Sector approach - to all active strategies.
Article 9
Sustainable investments as objective
Emphasis on a sustainable objective
Sustainability considerations are inherent to the investment process
Sustainability screenings and exclusion filters mitigate potential sustainability risks
Low sustainability risks
Article 8 "plus"
Promote E/S characteristics & Partially invest in sustainable products
Partial emphasis on a sustainable objective
ESG considerations and sustainability considerations (related to the partial sustainable objective) are inherent to the investment process
Sustainability screening and exclusion filters mitigate potential sustainability risks
Low sustainability risks
Article 8
Promote E/S characteristics
Highlighting of E/S aspects, binding
ESG considerations are inherent to the investment process
ESG screening and exclusions mitigate potential sustainability risks
Moderate sustainability risks
Other products
Sustainability aspects are not systematically considered
Adverse events may lead to material sustainability risks with a negative effect on the performance in spite of exclusion filters
High sustainability risks
Disclosures at entity level
Discover our open and transparent approach through our in-depth disclosures and policies:
Disclosures at product level
The precontractual and periodic reporting disclosures on the promotion of environmental or social characteristics and/or sustainable investments are published on the website for both our funds- and our mandate-clients.
