Sustainability Related Disclosures
from Irish Life Assurance
The Sustainable Finance Disclosure Regulation (SFDR) was introduced by the European Commission as part of a package of regulations for their Action Plan on Sustainable Finance.
The SFDR requires asset managers to provide disclosures on how ESG (Environmental, social, and corporate governance) are integrated at both entity and product level.
Important points to note
There are different variations of products with the same name and the funds available to you will depend on your version of that product.
The funds available on your product may also change from time to time.
For the correct most up to date list of funds available on your product version, please speak to your Financial Advisor or Broker or log in to your online account.
The name of the fund in your SFDR disclosure document may be different from the fund name you see in your other documents because our funds can have different names. Although the name may be different, this information applies to your fund.
For some fund managers other than Irish Life Investment Managers the pre-contractual disclosure document may be contained in the fund prospectus of the fund manager.
Our approach to integrating sustainability risk in investment decisions
Irish Life Investment Managers Ltd. (ILIM) and Setanta Asset Management Ltd. (Setanta) manage most of the funds we offer on our products. ILIM and Setanta are related companies, within the same group as Irish Life Assurance plc (Irish Life). We also offer customers a range of funds managed by other investment managers.
Irish Life relies on its investment managers, and ILIM and Setanta in particular, to consider sustainability risks, where appropriate, when making investment decisions. ILIM and Setanta have policies to consider sustainability risks as part of their investment processes. ILIM and Setanta believe that considering sustainability risk is in the best interest of their clients. Both firms have a Responsible Investment Committee overseeing this area.
Environmental, Social and Governance (ESG) fund options
What are ESG funds?
ESG funds are funds that are categorised as meeting the disclosure provisions set out in Article 8 or Article 9 of the European Sustainable Finance Disclosure Regulation (SFDR). This categorisation applies to funds which promote environmental and / or social characteristics or which have sustainable investments as their objective.
How our plans support ESG choices
Our plans promote environmental or social characteristics by offering ESG fund options for you to choose from. Whether a plan attains these characteristics depends on whether you choose to invest in one or more of ESG funds during the recommended holding period.
What ESG stands for
- Environmental: how the company interacts with the environment (climate change, pollution and waste, energy use, natural resources.
- Social: how the company interacts with society (working conditions, health and safety, employee relations, data protection).
- Governance: how the company is run (ethics, executive pay, bribery, risk management).
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