Sustainable Finance (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 by channelling private investment into the transition to a climate-neutral, climate-resilient, resource-efficient and just economy.

As part of this action plan, Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (as amended, the “SFDR”) was enacted in November 2019. It introduces new rules on disclosures related to sustainable investments and sustainability risks, which are applicable from March 10, 2021.

SFDR Entity Disclosure

The following document provides the entity level information related to sustainability risk policies and adverse sustainability impacts required under Articles 3 and 4 of the SFDR as at March 10, 2021.

SFDR Product Disclosure

The SFDR put the emphasis on reinforced transparency on approaches to Sustainability Risks, Principle Adverse Impact as well as on sustainable investments. The following document sets out the requirements of the Articles 8 and 9 of SFDR and describes where detailed information can be found as required under Article 10 of the SFDR as at March 10, 2021.

Glossary MIF ESG

Starting August 2022, clients will express their preference in terms of sustainability investment. If you want to understand those sustainability criteria, the following memo is available for your information.

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.