The European Union’s Sustainable Finance Action Plan aims to reorient capital flows towards a more sustainable economy, foster long-termism and manage the increasing importance of sustainability risks.
As part of this plan, the EU’s Sustainable Finance Disclosure Regulation (SFDR) prescribes mandatory disclosures to be made by asset managers designed to make the sustainability profile of market participants and their financial products more transparent. It is hoped that such enhanced transparency will lead to improved comparability and understanding for investors and ultimately drive more sustainable outcomes over the long-term.
The following documents provide the entity level information related to sustainability risk policies and adverse sustainability impacts:
Another core requirement of SFDR is the classification of financial products into one of the following:
We have given a significant consideration to our internal classification process, setting strict standards for Article 8 and 9 categories.
The following documents (Article 10) disclose information on the methodologies used to assess, measure and monitor the ESG impact of the sustainable investments selected for all our products that qualify as:
To access the comprehensive list of our Funds and their documentation, including Website Disclosure documents, please visit our fund range section
Sign up to receive insights and thought leadership.