The Sustainable Finance Disclosure Regulation (or SFDR) is one of the deliverables of the EU’s action plan launched in 2018 to redirect capital flows towards more sustainable activities. SFDR requires financial market participants and financial advisers to make disclosures on the integration of sustainability risks, on the consideration of adverse sustainability impacts, on sustainable investment objectives, or on the promotion of environmental or social characteristics, in their investment decision‐making and in advisory processes, to end investors.

SFDR sets out the rules which define the nature and form of sustainability-related information that should be disclosed with respect to a given financial product.

SFDR does not define what a sustainable financial product is. The regulation aims to ensure that any product marketed as ‘sustainable’ provides specific information on its environmental, social and governance (ESG) credentials.

SFDR creates two categories of sustainable financial products, defined in article 8 and 9 of the regulation, with specific disclosures applicable to them.

Sustainability is at the heart of Candriam’s investment approach. A number of financial products managed by Candriam have been classified as either article 8 or article 9 products. The following pages provide more information about the regulation and the way it has been implemented by Candriam.

 

Sustainability-related disclosures

SFDR Disclosure High level

High level statement of the SFDR regulations which came into force in March 2021, including the classification of financial products according to whether they have a sustainable investment objective or whether they promote environmental or social characteristics.

Statement on principal adverse impacts of investment decisions on sustainability factors

In this report Candriam describes the principal adverse impacts of investment decisions on sustainability factors, the results at Candriam level for these principal adverse impacts, the actions taken or actions planned. This report covers the period of 1 January until 31 December of the preceding year.

Sustainability-related disclosures Article 9 Funds

The information presented in this disclosure applies to Candriam’s Article 9 products in general. While Candriam’s Article 9 products share the common characteristics presented in this document, these products can have different investment strategies and different environmental or social focuses. As a result, in addition to the elements presented in this document, Candriam’s Article 9 products may be subject to specific characteristics, methodologies and indicators that can vary from product to product. For a detailed view of these product-specific elements, please refer to the dedicated webpages that are accessible via Candriam’s website.

Sustainability-related disclosures Article 8 Funds

The information presented in this disclosure applies to Candriam’s Article 8 products in general. While Candriam’s Article 8 products share the common characteristics presented in this document, these products can have different investment strategies and different environmental or social focuses. As a result, in addition to the elements presented in this document, Candriam’s Article 8 products may be subject to specific characteristics, methodologies and indicators that can vary from product to product. For a detailed view of these product-specific elements, please refer to the dedicated webpages that are accessible via Candriam’s website.

Sustainability-related disclosures – Discretionary Portfolio Mandates and Dedicated funds

The information presented in this disclosure applies to Candriam’s Article 8 products in general. While Candriam’s Article 8 products share the common characteristics presented in this document, these products can have different investment strategies and different environmental or social focuses. As a result, in addition to the elements presented in this document, Candriam’s Article 8 products may be subject to specific characteristics, methodologies and indicators that can vary from product to product. For more detail on the characteristics, you may refer to the table at the end of the document

For certain investment funds for which Candriam has delegated the financial management and the marketing to a third-party, the relevant required SFDR information is available on Candriam website, and if not, on that third-party's website.

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