ESGThematicInvestingDescription
/FundsXML4/RegulatoryReportings/DirectReporting/EET1.1.2/EET1.1.2/ESGThematicInvestingDescription
Diagram
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 Y or N |
Y |
| /RegulatoryReportings/.../EnvironmentalThematicCharacteristics | (anonymous) | 20270_Financial_Instrument_Environmental_Thematic_Characteristics |
C |
| /RegulatoryReportings/.../SocialThematicCharacteristics | (anonymous) | 20280_Financial_Instrument_Social_Thematic_Characteristics A - inequality |
G |
| /RegulatoryReportings/.../GovernanceThematicCharacteristics | (anonymous) | 20290_Financial_Instrument_Governance_Thematic_Characteristics A - sound management structures |
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. |
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"/>
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<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>