an overview of EU regulation.


EU regulation on sustainable investments aims to reorient capital flows towards sustainable investment, foster greater transparency and long-termism in financial and economic activities, and manage risks arising from climate change.

This regulatory backdrop guides how we design our products as well as the criteria we use in our investment framework. Since regulation is a powerful force propelling the transition, we aim to fully align our strategies and process with how regulators approach sustainable investments.

Comprised of three branches, EU regulation impacts us at a product and firm-wide level. The three branches and their key aims are:

  • The EU Taxonomy: Do companies in the portfolio contribute to a sustainable objective through their activities?
  • SFDR (Sustainable Finance Disclosure Regulation): How are sustainable factors and objectives taken into account and met?
  • MIFID II: If the investor is interested in sustainable investment products, how to assess the sustainability preferences?

The table below provides a brief introduction to each area.