Points of attention for the investor
If you express sustainability preferences, this may have important consequences for your asset allocation.
Reducing the investment universe
The higher your sustainability preferences are, the more limited the investment universe we can invest in.
Concentration risk
The number of products incorporating sustainability criteria is still relatively limited in the market. Investors who express strict sustainability preferences may run the risk of concentration in financial products invested in a limited number of instruments.
Adjusting the existing portfolio
As sustainability preferences are part of the matching process under MiFID II regulation, strict sustainability preferences may require adjusting your existing portfolio to match your preferences. Midas Wealth Management will make these adjustments in stages in order to act in your best interests.
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.