Sustainable Finance Disclosure Regulation (SFDR) Entity Disclosure
The European Commission adopted its Action plan on Financing Sustainable Growth in May 2018, cutting across every aspect of financial services and beyond. In particular, the Action Plan aims at introducing measures for the purpose of clarifying asset managers’ duties in integrating ESG factors and risks into investment decisions, as well as for the purpose of clarifying and standardising transparency duties and ESG reporting requirements.
As part of the EU’s Action plan on Financing Sustainable Growth, Regulation (EU) 2019/2088 on Sustainability-related disclosures in the financial services sector (“SFDR”) was published on 9th December 2019 and entered into force on 29th December 2019 with a staggered application. SFDR introduces new rules on disclosures related to sustainable investments and sustainable risks, which are applicable from 10th March 2021.
The following documents provide the entity level information for BI-Invest Endowment Management S.a r.l. related to sustainability risk policies and adverse sustainability impacts required under Articles 3, 4 and 5 of the SFDR as at 10th March 2021.
Furthermore, in regard to relevant Article 10 Disclosures for BI-Invest Endowment Management S.à r.l.’s funds under management classified under SFDR as Article 8 or Article 9 financial products (as applicable), investors can access the Intralinks investor data room. Please contact ir@investindustrial.com for access to the Intralinks dedicated investor data room which contains the sustainability-related disclosures under SFDR in relation to each such product.