Sustainable Finance Disclosures Regulation (SFDR)
Context
As part of this action plan, the Sustainable Finance Disclosures Regulation (EU) 2019/2088 (SFDR), which sets out sustainability-related disclosure requirements for the financial services sector, was enacted in November 2019, and applicable from 10 March 2021. It aims at improving sustainability-related disclosures and comparability of the disclosures for end-investors, and to reduce the occurrence of greenwashing.
Please see below our SFDR entity-level documentation.
For open funds, SFDR product-level information are available in AXA IM’s Fund Center (see in the section « Documents » in each fund’s dedicated webpage): https://funds.axa-im.com/
For mandates and dedicated funds, these information are made available to clients via their usual Client Service correspondents.
Entity disclosure
The following document provides the entity level information related to sustainability risk policies and adverse sustainability impacts required under Articles 3 and 4 of the SFDR as at March 10, 2021 and in application of the SFDR Delegated Regulation (EU) n°2022/1288.
Product disclosure
The SFDR put the emphasis on reinforced transparency on approaches to Sustainability Risks, Principle Adverse Impact as well as on sustainable investments. The following document sets out the requirements of the Articles 8 and 9 of SFDR and describes where detailed information can be found as required under Article 10 of the SFDR as at March 10, 2021.
Sustainable investment approach
The following document presents the methodology used by AXA IM Core on traditional assets to qualify an issuer as sustainable under the SFDR for Articles 8 and 9 financial products, as required by the SFDR in its article 2 (17).
Responsible investment policy
Remuneration Policy
European ESG Template
List of SFDR funds
Glossary MIF ESG
Sustainable Finance Disclosure Regulation
Five key questions answered about the EU's new SFDR sustainability rules.
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