Sustainable Finance Disclosures Regulation (SFDR)
Context
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.
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.
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.
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.
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).
PAI Statement of AXA Funds Management SA
The following document is the PAI Statement of AXA Funds Management SA for the reference period from 1 January to 31 December 2022 as requested by the SFDR Delegated Regulation (EU) n°2022/1288.
PAI Statement of AXA REIM SGP
The following document is the PAI Statement of AXA REIM SGP for the reference period from 1 January to 31 December 2022 as requested by the SFDR Delegated Regulation (EU) n°2022/1288.
PAI Statement of AXA IM Deutschland
The following document is the PAI Statement of AXA IM Deutschland for the reference period from 1 January to 31 December 2022 as requested by the SFDR Delegated Regulation (EU) n°2022/1288.
PAI Statement of AXA IM Paris
The following document is the PAI Statement of AXA IM Paris for the reference period from 1 January to 31 December 2022 as requested by the SFDR Delegated Regulation (EU) n°2022/1288.
Responsible investment policy
Remuneration Policy
European ESG Template
Glossary MIF ESG
Sustainable Finance Disclosure Regulation
Five key questions answered about the EU's new SFDR sustainability rules.
Learn moreDisclaimer
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.