Sustainable Finance Disclosures

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.

SFDR Disclosures

High Level SFDR Disclosure

High level Disclosure - Discretionary Portfolio Mandates

General Principles for Discretionary Portfolio Mandates

Policies

Candriam Sustainability Risk Management Policy

More information on how sustainability risks are identified, monitored and integrated within investment decision-making can be found in the Sustainability Risk Policy.

ESG and Impact Indicators – Definitions and Methodology

In this document we provide details on the calculation methodology for ESG and impact indicators, including data sources, formulas, and potential limitations of calculations

Candriam Exclusion Policy

This controversial activity policy is the concrete expression of Candriam’s sustainability leadership. It defines which activities, due to their widely recognised ethical and economic unsustainability, are to be excluded from Candriam’s investment portfolios across asset classes.

Candriam recognises the important role that asset managers play in tackling major global issues, such as health and climate change, and strives to be at the forefront of sustainability by advancing its policies and practices.

Candriam Remuneration Policy

The employees of Candriam are its key assets. Candriam’s objective is to operate an appropriately tailored remuneration policy which is linked to the achievement of a combination of individual, team and corporate goals. It should also be competitive versus peers to attract, motivate and retain talents while ensuring that remuneration is consistent with sustainable business development.

Transparency codes

European SRI transparency code
Candriam’s Article 8 Equities, Bonds & Multi-assets StrategiesSocially Responsible Investment holds a key place in the strategic position and philosophy of Candriam.
  
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Candriam’s Article 9 Core Sustainable StrategiesSocially Responsible Investment holds a key place in the strategic position and philosophy of Candriam.
  
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Candriam’s Article 8 European Innovation & Quality StrategiesSocially Responsible Investment holds a key place in the strategic position and philosophy of Candriam.
  
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Candriam’s Article 8 and 9 Thematic StrategiesSocially Responsible Investment holds a key place in the strategic position and philosophy of Candriam.
  
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Article 8 SRI ETF StrategiesSocially Responsible Investment holds a key place in the strategic position and philosophy of Candriam.
  
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Candriam’s Article 8 Index StrategiesSocially Responsible Investment holds a key place in the strategic position and philosophy of Candriam.
  
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Candriam’s Article 9 Emerging Markets SRI StrategiesSocially Responsible Investment holds a key place in the strategic position and philosophy of Candriam.
  
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