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Understand what is at stake

Wealth Management

On 10 March 2021, the Sustainable Finance Disclosure Regulation (SFDR) came into force.

It aims to regulate and harmonise financial activity in terms of responsible investment, but also to set a framework for sustainability in finance through several changes :

Harmonising the rules in sustainable finance

Compare SRI products more easily

Defining the term “Socially Responsible Investment”

Several financial sectors are affected by this regulation, including

Investment firms providing a portfolio management service on behalf of third parties

AIF managers (Alternative Investment Funds)

Management companies

Investment advisory (Conseiller en Investissement Financier, Société de Gestion de Portefeuille)

With the new regulation, all these sectors are subject to new obligations:

Transparency on remuneration (to be published on the website)

Sustainability risk policy (to be published on the website)

Transparency of negative sustainability impacts at business level

Several ambitious articles are part of the new SFDR regulation, but we will take a closer look at two articles in particular.

Article 8

Environmental and/or social characteristics

Article 8 applies to all discretionary funds or mandates “promoting environmental or social characteristics, or a combination thereof, provided that the companies in which the investments are made apply good governance practices”.

In our RWM Resilience 100 Equity strategy, as our strategy is exclusively focused on equity securities, we have opted for :

for the analysis over long periods (8 years) of changes in a panel of 180 “Best in Effort” ESG metrics

the comparison universes are the companies that make up the Bloomberg World Large and Midcaps Index for the World (5100 companies)

Article 9

Sustainable investment goals

Article 9 applies to all discretionary funds or mandates “with a sustainable investment objective”.

It refers to products with a sustainable investment objective, i.e. that invest in an economic activity that contributes to an environmental and/or social objective, leaving governance completely aside.