Information on sustainable investments

Our societies are facing many environmental and social challenges. The "ecological transition" but also the "just transition" towards ecologically sustainable societies for all, are major challenges to be met. This transition impacts us in our daily lives, as consumers, but also concerns us as investors. The investment world must contribute to this transformation, which will also create new investment opportunities. From now on, investment decisions can combine financial and extra-financial factors (environmental, social and governance).

In order to direct capital flows towards sustainable growth investments, the European Union has established new rules on sustainable finance that came into force on August 2, 2022. You can now express your preferences regarding the sustainability of your investments. In addition to the MiFID (Markets in Financial Instruments Directive) questionnaire on your investor profile, which you are already familiar with, you are now invited to express your sustainable investment preferences.

Midas Wealth Management will take your sustainable investment preferences into account in its portfolio management services.

Below we aim to help you understand the issues of sustainable finance and sustainable investment regulations and how Midas Wealth Management intends to respond to its clients' expressed sustainability needs.

Documentations

What is sustainable or responsible investment?

Sustainable or responsible investment aims to integrate environmental, social and governance (ESG) criteria into investment decisions in order to better manage risks and generate sustainable performance over the long term.

What is the aim of the new European SFDR "Sustainable Finance Disclosure Regulation"?

"The Sustainable Finance Disclosure Regulation (SFDR) aims to provide greater transparency on the degree of sustainability of financial products in order to direct end investments towards sustainable investments.

How do you express your sustainability preferences?

As an investor, you will be able to express your sustainability preferences by completing a new questionnaire.

You wish to give another dimension to your investments

Major environmental and societal issues are driving the emergence of new business trends and new investment opportunities. Investing in a sustainable manner allows us to seek financial performance while making a positive contribution to the environment and/or society.

What are the main themes of sustainable investment?

Sustainable investment solutions have grown significantly in recent years, driven by regulatory reforms and changing investor preferences.

What are the main lines of our sustainable management offer?

Our fund selection will meet sustainability requirements based on SFDR regulations and will take into consideration sustainability PAIs.

Points of attention for the investor

If you express sustainability preferences, this may have important consequences for your asset allocation.