Sustainability-Related Disclosures (SFDR)
At Quartal, we believe that sustainability is essential and must permeate all our financial activities. Almost all economic activity impacts various sustainability factors. We use our expertise to integrate environmental, social, and corporate governance (ESG) risk management into all investment decisions and advice.
This page outlines how the three Swedish legal entities within our group comply with the EU Sustainable Finance Disclosure Regulation (SFDR, EU 2019/2088).
Quartal Funds Ab
For full documentation regarding Quartal Funds Ab, including mutual funds and index funds, please refer to the detailed disclosures available at Quartalfunds.com. Key documents include:
- Integration of Sustainability Risks: Guidelines detailing how ESG risks are integrated into the fundamental investment decisions made by fund managers.
- Principal Adverse Impacts (PAI): Documentation explaining how Quartal Funds Ab identifies and mitigates the negative sustainability impacts caused by its investment decisions.
Quartal Bank Abp
Quartal Bank Abp integrates sustainability into its corporate and private banking advisory services.
- Advisory Guidelines: Information on how the bank integrates sustainability risks when providing investment and insurance advice to clients.
- PAI in Advisory: Detailed documentation (Article 11) explaining how the bank considers principal adverse impacts on sustainability factors during the advisory process.
Quartal Liv & Pension
Quartal Liv & Pension manages long-term capital insurance and pension products.
- Risk Integration: Statement on how sustainability risks are integrated into the selection of underlying funds and assets for pension portfolios (Article 3).
- Adverse Impacts: Statement on the principal adverse impacts of investment decisions on broad sustainability factors (Article 4).
- Remuneration Policy: Documentation confirming how the company’s remuneration policy aligns with the integration of long-term sustainability risks (Article 5).
- ESG Measurement Methods: Detailed technical documentation explaining the proprietary methodologies used to measure and assess ESG criteria for insurance-based investment products (Article 10b).
