Our compliance with the European Union's SFDR
On 10 March 2021, the European Union's Sustainable Finance Disclosure Regulations (SFDR) became effective.
The goal of this regulation is to create harmonised rules for financial market participants and financial advisers regarding the integration of sustainability risks in investment decision-making, and the consideration of adverse impacts in investment decisions on sustainability factors.
At IFM Investors, in seeking to act in the best interests of our investors, we pursue financial returns that aim to invest, protect and grow the long-term value of their investments, and contribute to the social, economic and environmental wellbeing of the communities in which they live. As a result of this investment ethos, and in accordance with EU's SFDR, IFM Investors is sharing the relevant environmental and social considerations with our European investors in relation to relevant in-scope entities and products.
Entity level disclosures
Product level disclosures
Please select your current investor status noting that:
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· If your firm is an existing investor in our global infrastructure strategy, you will be able to access the EU SFDR disclosure in our secure Investor Connect portal. Note that you will need your firm's username and password to access the portal.
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· If your firm is not an existing investor, or you are enquiring about our global infrastructure strategy on behalf of a party that is not an existing investor, please select "Not an Existing Investor". Note that you will need to complete a short form and, upon verification of the information by our Investor Relations team, you will be provided with access to the EU SFDR disclosure.
If you encounter any issues when trying to access the EU SFDR disclosure information, please contact our Investor Relations by emailing [email protected].
Integration of Sustainability Risks and Governance Arrangements
In accordance with Article 3 of the Sustainable Finance Disclosure Regulation (SFDR), IFM Investors integrates sustainability risks into its investment decision-making processes and maintains internal governance arrangements to support that integration.
IFM Sustainable investing guidelines describe how environmental and social factors are considered at each stage of the investment lifecycle, including investment analysis, due diligence, monitoring and stewardship.
We also assess governance-related matters when evaluating portfolio companies, covering areas such as:
· Compliance with local and national laws including but not limited to anti-money laundering and corruption, remuneration and tax;
· Corporate governance to support financial reporting integrity and shareholder accountability;
· Monitoring of material risk factors, including environmental, social and governance issues.
These arrangements and controls are reviewed regularly in line with our SFDR Policy, to ensure they remain fit for purpose and aligned with applicable regulatory obligations and the evolving expectation of investors, regulators and other key stakeholders.