Type Positions Recommendations Principle of proportion 1 Significantly engaging approach approaches 2 Information in the KIID 3 (main methodological limits) 2 (description of non-financial strategy) 3 (description of non-financial strategy) 4 (Green/Social/Sustainability bonds) Information in the marketing documents 5 (consistency of marketing docs/ regulatory docs) 6 (use of the ISR term) 7 (marketing disclaimer) 8 (marketing disclaimer) 8 (methodological limits and non- financial indicators) 6 (engagement policy) Information in the prospectus 4 (measurable objectives and non- financial analysis rate) 2 (description of non-financial strategy) 3 (description of non-financial strategy) 4 (Green/Social/Sustainability bonds) 5 (non-financial selection process) 6 (engagement policy) Information apart from regulatory documents 1 (publication of non-financial information, adoption of a label, code or charter) 7 (accessibility of non-financial reports)
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Type Positions Recommendations
Principle of proportion
1
Significantly engaging approach approaches
2
Information in the KIID
3 (main methodological limits)
2 (description of non-financial strategy) 3 (description of non-financial strategy) 4 (Green/Social/Sustainability bonds)
Information in the marketing documents
5 (consistency of marketing docs/ regulatory docs) 6 (use of the ISR term) 7 (marketing disclaimer) 8 (marketing disclaimer)
8 (methodological limits and non-financial indicators) 6 (engagement policy)
Information in the prospectus
4 (measurable objectives and non-financial analysis rate)
2 (description of non-financial strategy) 3 (description of non-financial strategy) 4 (Green/Social/Sustainability bonds) 5 (non-financial selection process) 6 (engagement policy)
Information apart from regulatory documents
1 (publication of non-financial information, adoption of a label, code or charter) 7 (accessibility of non-financial reports)
Related Documents
