Policies & Governance
We are committed to continuously increasing transparency of reporting to clients on ESG impacts and our active ownership activity. Below are links to our various RI policies and reports.
Responsible investment policies
- ESG scoring methodology
- Proxy voting policy
- UCITS V remuneration disclosure
- Unigestion Responsible Investing Policy
- UNI-GLOBAL - Core AI Emerging Markets Equities - Article 10 - Website disclosure
- UNI-GLOBAL - Core AI Global Developed Markets Equities - Article 10 - Website disclosure
- UNI-GLOBAL - Premium Dividend Equities Europe - Article 10 - Website disclosure
Sustainability-related disclosures
INFORMATION ON THE CONSIDERATION OF ADVERSE IMPACTS OF INVESTMENT DECISIONS ON SUSTAINABILITY FACTORS
No consideration of adverse impacts of investment decisions on sustainability factors (Art. 4 (1) (b) SFDR)
Kepler Unigestion does not consider the adverse impacts of its investment decisions on sustainability factors in accordance with Art. 4 (1) (b) SFDR. While we generally consider negative impacts for certain asset classes and products, we are of the opinion that collecting and disclosing aggregated data on adverse impact using the pre-defined set of indicators to measure principal adverse impacts (PAI) set out in SFDR RTS (Delegated Regulation (EU) 2022/1288) has limited value for investors and other stakeholders given the large volume of our assets under management which is spread across diverse investment strategies. We will continue monitoring market developments and the data we collect on adverse impacts for certain asset classes and products. Based on this continuous monitoring, we will, on a regular basis, revisit our decision not to consider adverse impacts of investment decisions on sustainability factors in accordance with Art. 4 (1) (b) SFDR. In the meanwhile, we will further improve our framework to identify and assess adverse impacts and publish information on relevant PAI indicators on a voluntary basis at product level.
