Sustainability-related disclosures

No consideration of adverse impacts of investment decisions on sustainability factors

Unigestion does not currently consider the adverse impacts of its investment decisions on sustainability factors in accordance with Art. 4 (1) (b) SFDR. Unigestion companies in scope of SFDR have less than 500 employees as of the release date of this information. Therefore, there is no legal obligation for Unigestion entities to consider principal adverse impacts of their investment decisions on sustainability factors (PAI). While we generally consider negative impacts for certain asset classes, we have decided not to opt in due to the proportionality principle and the uncertainties arising from future regulatory requirements. We will continue monitoring the regulatory landscape including the application of the SFDR RTS (Delegated Regulation (EU) 2022/1288) from 1 January 2023. Based on the continuous monitoring, Unigestion will, on a regular basis, revisit its decision not to consider PAI in accordance with Art. 4 (1) (b) SFDR. In the meanwhile, we will further improve our PAI framework and publish information on the relevant PAI indicators on a voluntary basis. Thus, we will transparently inform our investors and further external stakeholders about our current implementation status of the PAI framework.

Responsible Investing Policy