a. Summary

Question

a. Summary

Accepted Answer

Except in a few specific cases, our discretionary management mandates are by default aligned with the requirements under "Article 8" within the meaning of the SFDR Regulation. They highlight environmental and social characteristics, but do not have a sustainable investment objective.

In the composition of products that incorporate environmental and/or social characteristics or have sustainable objectives, our rule is to hold a minimum of 33.5% of "ESG" instruments (i.e. meeting environmental and/or social characteristics with an “best-in-class”* ESG integration) and a maximum of 10% of "non-ESG" instruments (instruments that are not the best in their sector in terms of ESG).

In the EFIP, companies and countries are analysed from 3 different angles: The first is the eligibility of the financial instrument. In practice, we apply basic exclusions and more extensive exclusions in certain cases. In addition, Degroof Petercam has a policy regarding the commitment of third-party funds. The second is the financial instrument's ESG integration, which measures how its issuer is exposed to ESG risks and manages environmental, social and governance issues. The third is instrument impact, which measures how the issuer's products and services contribute to environmental and social objectives. 
We use information and data from third-party data providers to support our extra-financial classification methodology. 
* The concept of Best-In-Class is used to identify companies with superior ESG characteristics. Selection is always based on a comparison with peers. Following the "best-in-class" principle does not necessarily mean excluding the most controversial sectors or industries, but the aim is to invest as a priority in companies that make the greatest effort to respect ESG criteria in their respective sectors.

Publication of information relating to financial products that promote environmental or social characteristics

As a financial market player, Banque Degroof Petercam Luxembourg (Degroof Petercam) is obliged to provide specific product information in accordance with the provisions of the SFDR Regulation (EU 2019/2088).

Description of our approach for our discretionary management

a. Summary

b. No sustainable investment objectives

c. Environmental or social characteristics of the financial product

d. Investment strategy

e. Proportion of investments

f. Control of environmental or social characteristics

g. Methods applicable to environmental or social characteristics

h. Data sources and processing

i. Limits to methods and data

j. Due diligence

k. Commitment policy

l. Designated benchmark

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