Our SFDR policy

The EU Regulation 2019/2088 on Sustainability Reporting in the Financial Services Sector (SFDR) which came into force on 10 March 2021 requires its players to publish their policies with respect to:

• the integration of sustainability risks into their investment decision-making process,
• the consideration of the main negative impacts of investment decisions on sustainability factors,
• the integration of sustainability risks into their remuneration policy.

Information concerning Indosuez Wealth Management group:

• ESG Policy of Indosuez Wealth Management group
• Sustainability risk policy of Indosuez Wealth Management group
• Indosuez Wealth Management group policy for taking into account the Principle Adverse Impacts (PAIs) of investment decisions on sustainability factors

People & Planet mandate:

• Pre-contractual notice
• Sustainable finance information at product level
• Periodic disclosure

World to Come mandate:

• Pre-contractual notice
• Sustainable finance information at product level
• Periodic disclosure

Periodic comparisons (benchmarks) of the performance of discretionary management mandates with a reference index:

• 2025 Benchmark 2025 of discretionary management mandates