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More than

396 extracts

from 38 regulatory texts

have been identified

Minimum safeguards
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  • June 18, 2020
Article 18: Minimum safeguards
  • June 18, 2020
  • Language: English
  • Geographic Area: Europe
  • Theme: Data and Taxonomy, Formal Policies and Procedures
  • Text Nature: Regulations
  • General Topic: ESG Rating
  • Application Scope: Transversal
  • Issuing Entity: UE

Member State Expert Group on Sustainable Finance
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  • June 18, 2020
Article 24: Member State Expert Group on Sustainable Finance
  • June 18, 2020
  • Language: English
  • Geographic Area: Europe
  • Theme: Data and Taxonomy, Formal Policies and Procedures
  • Text Nature: Regulations
  • General Topic: ESG Rating
  • Application Scope: Transversal
  • Issuing Entity: UE

Measures and penalties
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  • June 18, 2020
Article 22: Measures and penalties
  • June 18, 2020
  • Language: English
  • Geographic Area: Europe
  • Theme: Data and Taxonomy, Formal Policies and Procedures
  • Text Nature: Regulations
  • General Topic: ESG Rating
  • Application Scope: Transversal
  • Issuing Entity: UE

Exercise of the delegation
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  • June 18, 2020
Article 23: Exercise of the delegation
  • June 18, 2020
  • Language: English
  • Geographic Area: Europe
  • Theme: Data and Taxonomy, Formal Policies and Procedures
  • Text Nature: Regulations
  • General Topic: ESG Rating
  • Application Scope: Transversal
  • Issuing Entity: UE

Environmental objectives
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  • June 18, 2020
Article 9: Environmental objectives (a) climate change mitigation; (1/1/22) (b) climate change adaptation; (1/1/22) (c) the sustainable use and protection of water and marine resources; (1/1/23) (d) the transition to a circular economy; (1/1/23) (e) pollution prevention and control; (1/1/23) (f) the protection and restoration of biodiversity and ecosystems. (1/1/23)
  • June 18, 2020
  • Language: English
  • Geographic Area: Europe
  • Theme: Data and Taxonomy, Impact
  • Text Nature: Regulations
  • General Topic: ESG Rating
  • Application Scope: Transversal
  • Issuing Entity: UE

Entry into force and application
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  • June 18, 2020
Article 27: Entry into force and application: Articles 4, 5, 6 and 7 and Article 8(1), (2) and (3) shall apply: (a) in respect of the environmental objectives referred to in points (a) and (b) of Article 9 from 1 January 2022; and (b) in respect of the environmental objectives referred to in points (c) to (f) of Article 9 from 1 January 2023.
  • June 18, 2020
  • Language: English
  • Geographic Area: Europe
  • Theme: Data and Taxonomy, Global organization
  • Text Nature: Regulations
  • General Topic: ESG Rating
  • Application Scope: Transversal
  • Issuing Entity: UE

Enabling activities
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  • June 18, 2020
Article 16: Enabling activities
  • June 18, 2020
  • Language: English
  • Geographic Area: Europe
  • Theme: Data and Taxonomy, Impact
  • Text Nature: Regulations
  • General Topic: ESG Rating
  • Application Scope: Transversal
  • Issuing Entity: UE

Criteria for environmentally sustainable economic activities
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  • June 18, 2020
Article 3: Criteria for environmentally sustainable economic activities
  • June 18, 2020
  • Language: English
  • Geographic Area: Europe
  • Theme: Data and Taxonomy, External Data
  • Text Nature: Regulations
  • General Topic: ESG Rating
  • Application Scope: Transversal
  • Issuing Entity: UE

Sustainable investment report
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  • June 16, 2020
Preparing a sustainable investment report helps provide further insights into relevant developments across different portfolios. In such a report, asset managers can discuss concrete challenges and opportunities resulting from sustainability developments and provide illustrative examples of companies that profit or suffer from such developments. Furthermore, such a report could provide an overview of exercised voting rights and the results of engagement activities.
  • June 16, 2020
  • Language: English
  • Geographic Area: Europe, Switzerland
  • Theme: Internal reporting, Reporting and Communication
  • Text Nature: Guidelines
  • General Topic: Green Products
  • Application Scope: Asset Managers
  • Issuing Entity: SFAMA

Transparency on ESG integration methodology on the product level
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  • June 16, 2020
The asset manager should report in a transparent way on how ESG is integrated into a product (e.g. which approaches are applied, scope of the sustainable investment policy, list of exclusions of products, applied metrics, results of the engagement process, voting records, etc). This gives clients the opportunity to compare products and to assess the sustainability performance of a product more easily.
  • June 16, 2020
  • Language: English
  • Geographic Area: Europe, Switzerland
  • Theme: Internal reporting, Reporting and Communication
  • Text Nature: Guidelines
  • General Topic: Green Products
  • Application Scope: Asset Managers
  • Issuing Entity: SFAMA

Client information on the product level
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  • June 16, 2020
Asset managers should inform their clients about the sustainability performance of a given product by integrating relevant ESG Key Performance Indicators and / or additional information on relevant developments (e.g. ESG reasons behind major investments / divestments) into their client communication (e.g. in the product factsheet and / or through separate communications tools).
  • June 16, 2020
  • Language: English
  • Geographic Area: Europe, Switzerland
  • Theme: Internal reporting, Reporting and Communication
  • Text Nature: Guidelines
  • General Topic: Green Products
  • Application Scope: Asset Managers
  • Issuing Entity: SFAMA

Product disclosure on the website
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  • June 16, 2020
On top of periodical information on sustainability activities, asset managers should inform on their website about the sustainability policy and strategy of their different products. Such documents can have an individual format or be based on an industry guideline. The Eurosif SRI Transparency Code, followed by many sustainability funds in Europe, defines different elements for which a sustainability fund should provide information. Usually such information is available on the website of the respective asset managers.
  • June 16, 2020
  • Language: English
  • Geographic Area: Europe, Switzerland
  • Theme: Financial Communication, Reporting and Communication
  • Text Nature: Guidelines
  • General Topic: Green Products
  • Application Scope: Asset Managers
  • Issuing Entity: SFAMA

ESG section in annual reporting
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  • June 16, 2020
An asset manager should include a section on ESG in its annual reporting. This can for example include reporting on any recent activities (e.g. exercised voting rights) or describe any specific items that are / were subject to consideration in the organisation. In cases where an asset manager actively participates in engagement programmes with companies, such activities should be reported as well.
  • June 16, 2020
  • Language: English
  • Geographic Area: Europe, Switzerland
  • Theme: Internal reporting, Reporting and Communication
  • Text Nature: Guidelines
  • General Topic: Green Products
  • Application Scope: Asset Managers
  • Issuing Entity: SFAMA

Data and tools to provide appropriate reporting
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  • June 16, 2020
The asset manager has to ensure that he has access to data and has the right tools in place that allow for appropriate reporting on the sustainability performance of its portfolios. It should be possible to provide clients with the necessary information to make an objective assessment of the asset manager’s goals and outcomes.
  • June 16, 2020
  • Language: English
  • Geographic Area: Europe, Switzerland
  • Theme: Internal reporting, Reporting and Communication
  • Text Nature: Guidelines
  • General Topic: Green Products
  • Application Scope: Asset Managers
  • Issuing Entity: SFAMA

Stewardship (active ownership)
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  • June 16, 2020
The terms stewardship or active ownership are often used to refer to a combination of engagement and voting. In practice, asset managers either combine the two approaches or focus on one of them.
  • June 16, 2020
  • Language: English
  • Geographic Area: Europe, Switzerland
  • Theme: Global organization, Governance
  • Text Nature: Guidelines
  • General Topic: Green Products
  • Application Scope: Asset Managers
  • Issuing Entity: SFAMA

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