SUSTAINABILITY ASSESSMENT

Understanding your Sustainability Preferences

The Sustainability Assessment makes it easier to choose investments that match your sustainability preferences.

It allows you and your Financial Advisor to get a holistic view or your current situation by assessing and understanding your sustainability preferences.

Sustainable investing is the process of incorporating environmental, social and governance factors into investment decisions. Sustainability is a broad term with many branches stemming out from it. As such it can be difficult to determine which aspects of it are important to everyone. This represents what can be referred to as your 'Sustainability preferences'.

To help you and your advisor to discuss this, regulators have split the sustainability preferences into three main categories:

(i)Environmentally Sustainable Investments (Also known as Taxonomy-aligned investments)

(ii)Sustainable Investments as described by SFDR (Also known as SFDR-aligned investments)

(iii)Investments which consider Principal Adverse Impacts on sustainability factors

The Sustainability Assessment

If you do not have sustainability preferences and you do not need to complete this assessment, you can skip this assessment by indicating so below. 

Your Sustainability Preferences