Sustainable Finance Disclosures Regulation (SFDR)

Context

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

Please see below our SFDR entity-level documentation.

For open funds, SFDR product-level information are available in AXA IM’s Fund Center (see in the section « Documents » in each fund’s dedicated webpage): https://funds.axa-im.com/

For mandates and dedicated funds, these information are made available to clients via their usual Client Service correspondents.

SFDR

2024 AXA IM 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 and in application of the SFDR Delegated Regulation (EU) n°2022/1288.

Read disclosure (July 2024)

SFDR

AXA IM Sustainable investment approach

The following document presents the methodology used by AXA IM Core on traditional assets to qualify an issuer as sustainable under the SFDR for Articles 8 and 9 financial products, as required by the SFDR in its article 2 (17).

Read our approach (February 2023)

Responsible investment policy

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

Download RI policy (0.87MB)

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. 
                

View Policy

European ESG Template

                                    The European ESG Template, or EET, is the investment industry’s effort to deliver a common process for presenting environmental, social and governance metrics for use with end-clients. 
                

Download (0.163MB)

List of SFDR funds

                                    As part of the application of Article 29 of the French Energy and Climate Law, asset managers must publish on their website the list of financial products that are subject to the SFDR regulation.
                

Download (0.301MB)

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.
                

Download (0.215MB)

Responsible Investing

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

Learn more

Disclaimer

This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.