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.

 

Entity Disclosures and Policies

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Candriam Sustainability Risk Management Policy (Art 3 SFDR) - February 2021
EN | FR | NL

Statement on principal adverse impacts of investment decisions on sustainability factors (Art 4 SFDR) - June 2024
EN | FR | NL

Statement on principal adverse impacts of investment advice on sustainability factors (Art 4 SFDR) - June 2024
EN | FR | NL

Candriam Remuneration Policy (Art 5 SFDR) - April 2023
EN | FR | NL 

Candriam Exclusion Policy - June 2024
EN | FR | NL | DE

Candriam Proxy Voting Policy - January 2024
EN | FR | NL

Candriam Engagement Policy - December 2020
EN | FR | NL​

Definitions and Methodologies

ESG and Impact Indicators – Definitions and Methodology - May 2023
EN | FR | NL

Do not Significantly Harm (DNSH) and PAI Consideration in ESG Analysis - December 2022
EN | FR | NL

Sustainable Investment Definition under Sustainable Finance Disclosure Regulation (SFDR) - December 2022
EN | FR | NL

Principal Adverse Impacts at Product level Policy - December 2022
EN | FR | NL

 

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Product Disclosures

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SFDR Disclosures high level
EN | FR | NL

Sustainability-related disclosures Article 8 Funds (Art 10 SFDR)
EN | FR | NL | DE | IT | ES

Sustainability-related disclosures Article 9 Funds (Art 10 SFDR)
EN | FR | NL | DE | IT | ES

Sustainability-related disclosures – Article 8 & 9 Discretionary Portfolio Mandates and Dedicated funds (Art 10 SFDR)
EN | FR | NL | DE | IT | ES

Pre-contractual disclosure (PCD) - Article 8 - Discretionary Portfolio Mandates and Dedicated funds
EN | FR | NL | DE | IT

Pre-contractual disclosure (PCD) - Article 8 with inclusion - Discretionary Portfolio Mandates and Dedicated funds
EN | FR | NL | DE | IT

Pre-contractual disclosure (PCD) - Article 9 - Discretionary Portfolio Mandates and Dedicated funds
EN | FR | DE | IT

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