ESGThematicInvestingDescription

/FundsXML4/RegulatoryReportings/DirectReporting/EET1.1.2/EET1.1.2/ESGThematicInvestingDescription

Diagram

ESGThematicInvestingDescription This part describes investment strategy, and is not linked to Taxonomy 20260 - 20300 ESGExistingThematicCharacteristics EETYesNoType 0..1 EnvironmentalThematicCharacteristics (anonymous) 0..∞ SocialThematicCharacteristics (anonymous) 0..∞ GovernanceThematicCharacteristics (anonymous) 0..∞ AlignmentWithSustainableDevelopmentGoals (anonymous) 0..∞

Documentation

This part describes investment strategy, and is not linked to Taxonomy
20260 - 20300

Properties

Type
(anonymous)
Cardinality
0..1
Namespace
xs = "http://www.w3.org/2001/XMLSchema"
altova = "http://www.altova.com/xml-schema-extensions"
ds = "http://www.w3.org/2000/09/xmldsig#"
Level
5
Sample Data

Child Elements & Attributes

Name (XPath) Type Documentation Sample Data
/RegulatoryReportings/.../ESGExistingThematicCharacteristics EETYesNoType

20260_Financial_Instrument_ESG_Existing_Thematic_Characteristics
Does this Financial_Instrument incorporate ESG factors through ESG thematic approach ?

Y or N

Y
/RegulatoryReportings/.../EnvironmentalThematicCharacteristics (anonymous)

20270_Financial_Instrument_Environmental_Thematic_Characteristics
Description of the product environment thematic investment strategy, according to SFDR art 2(17). Multiple answers fields.
A - energy
B - renewable energy
C - raw materials
D - water and land
E - waste
F - greenhouse gas emissions
G - biodiversity
H - circular economy
I - environment other
J - none

C
/RegulatoryReportings/.../SocialThematicCharacteristics (anonymous)

20280_Financial_Instrument_Social_Thematic_Characteristics
Description of the product social thematic investment strategy, according to SFDR art 2(17)
Multiple answers fields.

A - inequality
B - social cohesion
C - social integration
D - labour relations
E - investment in human capital
F - economically or socially disadvantaged communities
G - social other
H - none

G
/RegulatoryReportings/.../GovernanceThematicCharacteristics (anonymous)

20290_Financial_Instrument_Governance_Thematic_Characteristics
Description of the product thematic investment strategy, according to SFDR art 2(17)
Multiple answers field

A - sound management structures
B - employee relations
C - remuneration of staff
D - tax compliance
E - governance other
F - none

D
/RegulatoryReportings/.../AlignmentWithSustainableDevelopmentGoals (anonymous)

20300_Financial_Instrument_Alignment_With_Sustainable_Development_Goals Alignment with SDG means that SDG are used in the investment process (screening) or targeted by the fund. Multiple answers field.
A - No Poverty
B - Zero Hunger
C - Good Health and Well-Being
D - Quality Education
E - Gender Equality
F - Clean Water and Sanitaion
G - Affordable and Clean Energy
H - Decent Work and Economic Growth
I - Industry, Innovation and Infrastructure
J - Reduced Inequality
K - Sustainable Cities and Communities
L - Responsible Consumption and Production
M - Climate Action
N - Life Below Water
O - Life on Land
P - Peace and Justice, Strong Institutions
Q - Partnerships to achive to Goal
R - None

L

XML Snippet

<xs:element xmlns:altova="http://www.altova.com/xml-schema-extensions"
            xmlns:ds="http://www.w3.org/2000/09/xmldsig#"
            xmlns:xs="http://www.w3.org/2001/XMLSchema"
            minOccurs="0"
            name="ESGThematicInvestingDescription">
   <xs:annotation>
      <xs:documentation>This part describes investment strategy, and is not linked to Taxonomy
20260 - 20300</xs:documentation>
   </xs:annotation>
   <xs:complexType>
      <xs:sequence>
         <xs:element minOccurs="0"
                     name="ESGExistingThematicCharacteristics"
                     type="EETYesNoType">
            <xs:annotation>
               <xs:documentation>20260_Financial_Instrument_ESG_Existing_Thematic_Characteristics
Does this Financial_Instrument incorporate ESG factors through ESG thematic approach ?</xs:documentation>
            </xs:annotation>
         </xs:element>
         <xs:element maxOccurs="unbounded"
                     minOccurs="0"
                     name="EnvironmentalThematicCharacteristics">
            <xs:annotation>
               <xs:documentation>20270_Financial_Instrument_Environmental_Thematic_Characteristics
Description of the product environment thematic investment strategy, according to SFDR art 2(17). Multiple answers fields.
A - energy
B - renewable energy
C - raw materials
D - water and land
E - waste
F - greenhouse gas emissions
G - biodiversity 
H - circular economy
I - environment other
J - none
</xs:documentation>
            </xs:annotation>
            <xs:simpleType>
               <xs:restriction base="xs:string">
                  <xs:enumeration value="A"/>
                  <xs:enumeration value="B"/>
                  <xs:enumeration value="C"/>
                  <xs:enumeration value="D"/>
                  <xs:enumeration value="E"/>
                  <xs:enumeration value="F"/>
                  <xs:enumeration value="G"/>
                  <xs:enumeration value="H"/>
                  <xs:enumeration value="I"/>
                  <xs:enumeration value="J"/>
               </xs:restriction>
            </xs:simpleType>
         </xs:element>
         <xs:element maxOccurs="unbounded"
                     minOccurs="0"
                     name="SocialThematicCharacteristics">
            <xs:annotation>
               <xs:documentation>20280_Financial_Instrument_Social_Thematic_Characteristics
Description of the product social thematic investment strategy, according to SFDR art 2(17)
Multiple answers fields.

A - inequality 
B - social cohesion 
C - social integration 
D - labour relations
E - investment in human capital 
F - economically or socially disadvantaged communities
G - social other
H - none
</xs:documentation>
            </xs:annotation>
            <xs:simpleType>
               <xs:restriction base="xs:string">
                  <xs:enumeration value="A"/>
                  <xs:enumeration value="B"/>
                  <xs:enumeration value="C"/>
                  <xs:enumeration value="D"/>
                  <xs:enumeration value="E"/>
                  <xs:enumeration value="F"/>
                  <xs:enumeration value="G"/>
                  <xs:enumeration value="H"/>
               </xs:restriction>
            </xs:simpleType>
         </xs:element>
         <xs:element maxOccurs="unbounded"
                     minOccurs="0"
                     name="GovernanceThematicCharacteristics">
            <xs:annotation>
               <xs:documentation>20290_Financial_Instrument_Governance_Thematic_Characteristics
Description of the product thematic investment strategy, according to SFDR art 2(17)
Multiple answers field

A - sound management structures
B - employee relations
C - remuneration of staff 
D - tax compliance
E - governance other
F - none
</xs:documentation>
            </xs:annotation>
            <xs:simpleType>
               <xs:restriction base="xs:string">
                  <xs:enumeration value="A"/>
                  <xs:enumeration value="B"/>
                  <xs:enumeration value="C"/>
                  <xs:enumeration value="D"/>
                  <xs:enumeration value="E"/>
                  <xs:enumeration value="F"/>
               </xs:restriction>
            </xs:simpleType>
         </xs:element>
         <xs:element maxOccurs="unbounded"
                     minOccurs="0"
                     name="AlignmentWithSustainableDevelopmentGoals">
            <xs:annotation>
               <xs:documentation>20300_Financial_Instrument_Alignment_With_Sustainable_Development_Goals               Alignment with SDG means that SDG are used in the investment process (screening) or targeted by the fund. Multiple answers field.
A - No Poverty
B - Zero Hunger
C - Good Health and Well-Being
D - Quality Education
E - Gender Equality
F - Clean Water and Sanitaion
G - Affordable and Clean Energy
H - Decent Work and Economic Growth
I - Industry, Innovation and Infrastructure
J - Reduced Inequality
K - Sustainable Cities and Communities
L - Responsible Consumption and Production
M - Climate Action
N - Life Below Water
O - Life on Land
P - Peace and Justice, Strong Institutions
Q - Partnerships to achive to Goal
R - None
</xs:documentation>
            </xs:annotation>
            <xs:simpleType>
               <xs:restriction base="xs:string">
                  <xs:enumeration value="A"/>
                  <xs:enumeration value="B"/>
                  <xs:enumeration value="C"/>
                  <xs:enumeration value="D"/>
                  <xs:enumeration value="E"/>
                  <xs:enumeration value="F"/>
                  <xs:enumeration value="G"/>
                  <xs:enumeration value="H"/>
                  <xs:enumeration value="I"/>
                  <xs:enumeration value="J"/>
                  <xs:enumeration value="K"/>
                  <xs:enumeration value="L"/>
                  <xs:enumeration value="M"/>
                  <xs:enumeration value="N"/>
                  <xs:enumeration value="O"/>
                  <xs:enumeration value="P"/>
                  <xs:enumeration value="Q"/>
                  <xs:enumeration value="R"/>
               </xs:restriction>
            </xs:simpleType>
         </xs:element>
      </xs:sequence>
   </xs:complexType>
</xs:element>