ESG_ThematicInvestingDescription

/FundsXML4/RegulatoryReportings/DirectReporting/EET1.0/EET/ESG_ThematicInvestingDescription

Diagram

ESG_ThematicInvestingDescription This part describes investment strategy, and is not linked to Taxonomy 20260 - 20300 ESG_ExistingThematic EETYesNoType 0..1 EnvironmentalThematic xs:string 0..1 SocialThematic xs:string 0..1 GovernanceThematic xs:string 0..1 SustainableDevelopmentGoals xs:string 0..1

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/.../ESG_ExistingThematic EETYesNoType

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

Y or N

Y
/RegulatoryReportings/.../EnvironmentalThematic xs:string

20270_Financial_Instrument_Environmental_Thematic
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

ExampleText
/RegulatoryReportings/.../SocialThematic xs:string

20280_Financial_Instrument_Social_Thematic
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

ExampleText
/RegulatoryReportings/.../GovernanceThematic xs:string

20290_Financial_Instrument_Governance_Thematic
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

ExampleText
/RegulatoryReportings/.../SustainableDevelopmentGoals xs:string

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.
1 - No Poverty
2 - Zero Hunger
3 - Good Health and Well-Being
4 - Quality Education
5 - Gender Equality
6 - Clean Water and Sanitaion
7 - Affordable and Clean Energy
8 - Decent Work and Economic Growth
9 - Industry, Innovation and Infrastructure
10 - Reduced Inequality
11 - Sustainable Cities and Communities
12 - Responsible Consumption and Production
13 - Climate Action
14 - Life Below Water
15 - Life on Land
16 - Peace and Justice, Strong Institutions
17 - Partnerships to achive to Goal

ExampleText

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="ESG_ThematicInvestingDescription">
   <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="ESG_ExistingThematic" type="EETYesNoType">
            <xs:annotation>
               <xs:documentation>20260_Financial_Instrument_ESG_Existing_Thematic
Does this Financial_Instrument incorporate ESG factors through ESG thematic approach ?</xs:documentation>
            </xs:annotation>
         </xs:element>
         <xs:element minOccurs="0" name="EnvironmentalThematic" type="xs:string">
            <xs:annotation>
               <xs:documentation>20270_Financial_Instrument_Environmental_Thematic
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:element>
         <xs:element minOccurs="0" name="SocialThematic" type="xs:string">
            <xs:annotation>
               <xs:documentation>20280_Financial_Instrument_Social_Thematic
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:element>
         <xs:element minOccurs="0" name="GovernanceThematic" type="xs:string">
            <xs:annotation>
               <xs:documentation>20290_Financial_Instrument_Governance_Thematic
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:element>
         <xs:element minOccurs="0" name="SustainableDevelopmentGoals" type="xs:string">
            <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.
1 - No Poverty
2 - Zero Hunger
3 - Good Health and Well-Being
4 - Quality Education
5 - Gender Equality
6 - Clean Water and Sanitaion
7 - Affordable and Clean Energy
8 - Decent Work and Economic Growth
9 - Industry, Innovation and Infrastructure
10 - Reduced Inequality
11 - Sustainable Cities and Communities
12 - Responsible Consumption and Production
13 - Climate Action
14 - Life Below Water
15 - Life on Land
16 - Peace and Justice, Strong Institutions
17 - Partnerships to achive to Goal</xs:documentation>
            </xs:annotation>
         </xs:element>
      </xs:sequence>
   </xs:complexType>
</xs:element>