Better understanding your attitude towards responsible investment
Since August 2022, companies that provide investment advisory, management services to third parties, or distribute life insurance policies have been required to assess their clients’ interest in, and attitude towards, responsible investment.
The purpose of this new requirement, which is primarily derived from the latest version of the Markets in Financial Instruments Directive (or MiFID II)1 , is to enhance protection of investors, ensure better understanding of their aims, and offer solutions tailored to their objectives.
As such, we have compiled a questionnaire to record our clients’ preferences, especially with regard to…
The minimum share of their investments that is to be aligned with the European Taxonomy2;
Taking the principal adverse impacts of their investment choices into account;
The minimum share that they wish to dedicate to sustainable investments.
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Important legal information
This document is published by Carmignac Gestion S.A., a portfolio management company approved by the Autorité des marchés financiers (AMF) in France, and its Luxembourg subsidiary Carmignac Gestion Luxembourg, S.A., an investment fund management company approved by the Commission de Surveillance du Secteur Financier (CSSF), pursuant to section 15 of the Luxembourg Law of 17 December 2010. “Carmignac” is a registered trademark. “Risk Managers” is a slogan associated with the Carmignac trademark. This document does not constitute advice on any investment or arbitrage of transferable securities or any other asset management or investment product or service. The information and opinions contained in this document do not take into account investors’ specific individual circumstances and must never be interpreted as legal, tax or investment advice. The information contained in this document may be partial and could be changed without notice. This document may not be reproduced in whole or in part without prior authorisation.