Sustainable Finance Disclosure Regulation (SFDR) Entity Disclosure

The European Commission adopted its Action Plan on Financing Sustainable Growth in May 2018, addressing financial services and beyond. The plan focuses on clarifying asset managers’ duties in integrating ESG factors into investment decisions and standardising transparency and ESG reporting requirements.

As part of this Action Plan, Regulation (EU) 2019/2088 on Sustainability-related disclosures in the financial services sector (“SFDR”) was published on 9th December 2019 and came into force on 29th December 2019, with staggered implementation. The SFDR introduces rules on sustainable investment and risk disclosures, effective from 10th March 2021.

The documents published on this page provide BI-Invest Endowment Management
S.à r.l.’s[1] sustainability risk policies and adverse sustainability impact disclosures as required under Articles 3, 4, and 5 of the SFDR as of 10th March 2021.

For Article 10 disclosures related to BI-Invest Endowment Management's Article 6, 8 or 9 financial products, investors can access the Intralinks data room by contacting ir.luxembourg@investindustrial.com for access to the relevant sustainability-related disclosures.

 


[1] BI-Invest Endowment Management S.à r.l. (the “Manager”) has been appointed as the external alternative investment fund manager of certain Investindustrial funds and is registered in the Grand Duchy of Luxembourg with its registered address at 11, rue Aldringen, L-1118 Luxembourg, and company number B191217. The Manager is authorised and regulated by the Commission de Surveillance du Secteur Financier as an Alternative Investment Fund Manager.

The Manager has delegated certain portfolio management functions to Investindustrial Advisors Limited and is registered in England and Wales with its registered address at 1 Hoopers Court, London, SW3 1AF and company number 01316019. Investindustrial Advisors Limited is authorised and regulated by the United Kingdom’s Financial Conduct Authority with Financial Services Register number 170924.