5 december 2023
To further improve the Sustainable Finance Disclosure Regulation (SFDR), Triodos Investment Management (Triodos IM) proposes a simple, clear and comparable categorisation system that informs all investors about the sustainability efforts of a financial product. The key principles of the proposal are that all products should be comparable, that the comparison should be easily understood, that it contributes to the original objectives of the SFDR, and that the categorisation can stand the test of time.
Triodos IM’s proposal includes categories that distinguish to what extent a financial product considers sustainability, based on their disclosure of:
On top of the categorisation, Triodos IM argues that all financial products should disclose a set of key PAIs that allow investors to compare the adverse impact, regardless of the categorisation of the product. As a result, sector-based benchmarks on performance can be established to increase comparability. Since only existing disclosure requirements that are already available are being used, this would be cost-effective for market participants to implement.
With this proposal for a simple and comprehensive system of categories that encompass the full spectrum of financial products, Triodos IM aims to contribute to the SFDR revision that was initiated by the European Commission with their Consultation. The proposed system would enable investors, especially retail investors and their advisers, to compare all available products based on the same set of basic sustainability information and help steer investor’s choices as intended with the SFDR.
Source: Triodos IMHet Exelerating platform helpt u om inzicht te krijgen in meer dan € 6.000 miljard Europees institutioneel belegd vermogen. Wij doen dit door duizenden openbare bronnen van institutionele beleggers te volgen en te analyseren.
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