Sustainable Finance Disclosures Regulation (SFDR)


The European Union has launched an ambitious Sustainable Action Plan in order to support the delivery of the objectives of the European Green Deal. They will do this by channelling private investment into the transition to a climate-neutral, climate-resilient, resource-efficient and just economy.

As part of this action plan, the Sustainable Finance Disclosures Regulation (EU) 2019/2088 (SFDR), which sets out sustainability-related disclosure requirements for the financial services sector, was enacted in November 2019, and applicable from 10 March 2021. It aims at improving sustainability-related disclosures and comparability of the disclosures for end-investors, and to reduce the occurrence of greenwashing.

SFDR related documents

SFDR, in its article 2 (17), provides a wide definition of what a sustainable investment is, leaving some room for interpretation and implementation.

Please see below our detailed approach and methodology to sustainable investment.

Responsible investment policy

For more detailed information on AXA IM ESG methodologies, policies and data sources, please refer to our Responsible Investment Policy.

Remuneration Policy

For information on how AXA IM remuneration policy is consistent with the integration of sustainability risks (article 5 of SFDR), please refer to AXA IM page on Remuneration.

Glossary MIF ESG

Starting August 2022, clients will express their preference in terms of sustainability investment. Read this document if you want to understand those sustainability criteria.

What is SFDR?

Five key questions answered about the EU's new SFDR sustainability rules.

Learn more


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