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SFDR

In accordance with Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”), we are required to provide you with information on how we integrate sustainability risks in our investment decision and advisory processes.

Sustainability risks mean specific Environmental, Social or Governance (“ESG”) events or conditions that can cause a negative or a positive impact on the value of the investment.

We are committed to sustainable and responsible investments and to supporting sustainable financial markets. As a group aiming to produce financial returns for our clients, we believe that to obtain a rounded view of investments, of their risks and opportunities we need to consider ESG issues. While it is not always possible to directly link ESG considerations to financial value, we believe ESG performance can provide a proxy for the quality of management and for the capacity of the investee to deliver sustainable competitive advantage.

To better drive the ESG integration process, EFG Group built an ESG analysis team that collaborates with the investment teams worldwide. This team structures and maintains bespoke tools and analyses that help monitor sustainability risk in the investments and products managed by us and cooperates with other teams to define processes that are consistent across the group.

We decided not to consider the adverse impact of investment decisions on sustainability factors due to the late release of the final Regulatory Technical Standards issued by the Joint Committee of European Supervisory Authorities (JC 2021 03) and we plan to revisit this decision by the year end.
 

ESG impact in employees’ remuneration

EFG has a Group wide Remuneration Policy that sets the framework for coherent and consistent compensation practices across the entire Group. The aim of the policy is to create a framework that facilitates long-term value creation in line with EFG’s corporate values and that does not leave room for unsustainable behaviour, forcing the respect of our social and governance practices. It ensures that our employees act in a responsible manner, aligning stakeholders’ and business’ needs. Variable remuneration is aligned with long term objective and to individual and company performance and the employee’s appraisal emphasises the contribution, achievement of objectives, risk management, risk awareness and behaviour under the umbrella of our values represented by the Group’s Code of Conduct, in a simple and transparent process. Any unethical behaviour or disrespect of internal and external regulation is strongly considered. Our Remuneration Policy does not create incentives for taking inappropriate risk, nor does it create incentives that lead to any conflicts of interest among employees or in relationships with EFG’s clients. Where appropriate, the remuneration model enables for the option of reducing or cancelling prior year deferred remuneration. EFG promotes an equal compensation opportunity approach and strives to balance shareholders’ expectations and employees’ remuneration. 

SFDR Disclosure Document

MIFID

Document Download
Annex to Sustainability Preferences Questionnaire 2022
ESG Practical Guide to the Sustainability Preferences Questionnaire 2022
Execution Quality Summary Statement - Regulatory Technical Standards 2023
EFGCY_Annual Audited Disclosure Market & Discipline Report 2022
EFGCY_Annual Audited Disclosure Market & Discipline Report 2023
EFGCY – Execution Quality Statement – Regulatory Technical Standards 28 2022
Documents

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The information contained in the web site is provided for information purposes only and should in no event be construed as a solicitation or offer, as advice or as a recommendation to buy, sell or engage in any transaction whatsoever.

The information included on the web site does not constitute a prospectus within the meaning of Art. 652a and/or Art. 1156 of the Swiss Code of Obligations or Art. 32 ff. of the Swiss Listing Rules.

The information on the web site constitutes in no event a solicitation or offer, an advice or a recommendation to buy, sell or engage in any jurisdiction where such offer or sale would be prohibited. None of the services, investments or mutual funds referred to in the site is available, and prospectuses in respect of them will not be distributed, to persons resident in any state or territory where such distribution would be contradictory to local law or regulation.

Suitability

Prior to making any investment decision, the investor should fully understand the economic risks and merits, as well as the legal, tax and accounting characteristics and consequences of the transaction, and make his own determination that the investment is consistent with his objectives and that he is able to assume the risk.

Prior to entering into any transaction, investors are advised to engage their own legal, tax and accounting professionals where they deem necessary. Any decisions taken with regard to investments are based exclusively on the assessment of the investor.

Returns/Performance/Liquidity

Potential investors should note that investments can involve significant risks and the value of an investment may go down as well as up.

No assurance can be given that the investment objective of any product will be achieved or that substantial losses will not be suffered.

There is no guarantee of trading performance and past or projected performance is not necessarily a guide to future results.

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