SUSTAINABILITY IN FOCUS
Sustainable Funds Comply with SFDR Disclosures
As a leading provider of sustainable investment solutions, J. Safra Sarasin Sustainable Asset Management has been continuously developing its sustainability strategy for over 30 years. By integrating ESG factors into its investment solutions and actively engaging with companies, J. Safra Sarasin Sustainable Asset Management aims to achieve a substantial impact with its investments.
On March 10 2021, the EU regulation on sustainability-related disclosures in the financial services sector came into force. The Sustainable Finance Disclosure Regulation (SFDR) aims to increase the transparency of sustainability considerations by requiring financial institutions to disclose sustainability-related information at both an entity and product level.
Funds classified according to Article 8 of the SFDR promote environmental and/or social characteristics, while funds classified according to Article 9 additionally have sustainable investment objectives. We are therefore pleased to announce that all of J. Safra Sarasin's EU sustainable funds are classified under Article 8. In addition, five of our funds are classified under Article 9.
J. Safra Sarasin Sustainable Asset Management's Article 9 Funds:
Sustainable Green Bonds
Consequently, more JSS funds will integrate sustainability into their investment decision-making process and will be classified as Article 8.
The fund prospectuses have been updated and will be published online shortly. In the meantime, the information is available for LUX-domiciled clients in the “SFDR Fund Information” document available on the Fund Finder. Furthermore, we are currently working on updates to regular reports (e.g. fact sheets), which will provide investors with additional transparency on sustainability.
With these efforts, J. Safra Sarasin Sustainable Asset Management is making an important contribution to ensuring the transition to a low-carbon, more sustainable, resource-efficient and circular economy that is in line with the United Nations Sustainable Development Goals.