Reports and policies

Regulation on sustainability-related disclosures in the financial services sector (SFDR)

The SFDR is a European Union Regulation that forms part of the EU’s Action Plan to integrate sustainability considerations into its financial policy framework in order to mobilise finance for sustainable growth.

The SFDR lays down disclosure obligations for manufacturers of financial products and financial advisers toward end-investors, in relation to the integration of sustainability risks, and as regards adverse impacts on sustainability matters at entity and financial products levels.

For further details on regulatory disclosures, please refer to our Responsible Investment policy, Responsible Investment report and Regulatory Documents page.
 

Shareholder Rights Directive (SRD II)

The Shareholder Rights Directive II is a European Union Directive that aims to promote effective stewardship and long-term investment decision taking. It sets out requirements in several key areas, including the transparency of engagement and proxy voting by asset managers, and regular reporting on the implementation of such activities.

Hong Kong climate related risks requirements

The climate-related risks requirements are requirements prescribed by the Hong Kong Securities and Futures Commission for asset managers in relation to disclosures and to their investment risk and management processes. The requirements cover four key elements, namely governance, investment management, risk management and disclosure.

For further details on the related disclosure, please refer to our Climate-related Risks Disclosures.