Sustainability rating SFDR
Sustainable Finance Disclosure Regulation (SFDR) classification
For the sustainability classification of the fund’s investments, we use the Sustainable Finance Disclosure Regulation (SFDR) classification. The European Union (EU) developed the SFDR regulation to make SRI more targeted and much clearer.
Since the beginning of 2023, the pension fund classifies as Article 8. The associated reporting was provided by GSAM in 2024. In 2025, this will be taken over by AF Advisors. The fund accounts for achievement of objectives in retrospect in the annual report. (click here for a more detailed description of SFDR).
Although the DC scheme has no SFDR classification, similar investment funds are used for the DC scheme as for the CDC scheme. For the matching part of the lifecycles, the structure is different, and the Robeco funds Sustainable Pension Control and Sustainable Pension Protection are used. Both have an SFDR Article 8 classification.
In the so-called Principal Adverse Indicator Statement, the fund indicates whether and how the regulatory prescribed 18 Principal Adverse Indicators (PAIs) and the 2 voluntary indicators are taken into account in the investment policy. This statement of the fund can be found here: statement of adverse effects. (in Dutch)
The Principal Adverse Impact (PAI) report reports on the quantitative realisation of these adverse effects on an annual basis. It is included in the fund’s annual report.