Sustainable Finance Disclosure Regulation
Blu analyses sustainability risks as part of its risk management process.
Blu identify, analyse and integrate sustainability risks in its investment decision-making process as they consider that this integration could help enhance long-term risk adjusted returns for investors, in accordance with the investment objectives and policies of their investment solutions.
Sustainability risks mean an environmental, social, or governance event or condition that, if it occurs, could potentially or actually cause a material negative impact on the value of the investments. Sustainability risks can either represent a risk of their own or have an impact on other risks and may contribute significantly to risks, such as market risks, operational risks, liquidity risks or counterparty risks.
Assessment of sustainability risks is complex and may be based on environmental, social, or governance data which is difficult to obtain and incomplete, estimated, out of date or otherwise materially inaccurate. Even when identified, there can be no guarantee that these data will be correctly assessed.
Blu considers that sustainability risks are likely to have a moderate impact on the value of investments in the long term.
In case sustainability risks are not considered to be relevant for a specific investment solution this will be disclosed.
Our investment solutions do not promote environmental or social characteristics, and do not have an objective sustainable investment (as provided by Articles 8 and 9 of SFDR) and their underlying investments do not take into account the EU criteria for environmentally sustainable economic activities.