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OFEE202500 – EET Financial Instrument Minimum Sustainable
For article 9 products, the minimum proportion of sustainable investments with social objectives.To comply with the SFDR periodic and pre-contractual reporting, MiFID distributors entity, or IDD insurers entity once these regulations are active, this field must be completed if OFEE200400 EET Financial Instrument SFDR Product Type = 9 or OFEE200500 EET Financial Instrument SFDR Product Type Eligible = 9.//The corresponding field introduced by FinDatEx with their European ESG Template (EET) is:EET: 20250_Financial_Instrument_Minimum_Sustainable_Investment_Social_Objective_Art_9. This is a Conditional EET field when taking into account all relevant EU regulations (SFDR, MiFID, and IDD).//
| Property | Value |
|---|---|
| OF-ID | OFEE202500 |
| Name | EET Financial Instrument Minimum Sustainable |
| Area | European ESG Template (EET) |
| Level | Fund |
| Format | Decimal number |
| Tags | EET |
| Introduced in | openfunds 1.28 |
| FinDatEx EET field | 20250_Financial_Instrument_Minimum_Sustainable_Investment_Social_Objective_Art_9 |
Values
Percentage described as a decimal figure
Example
0.05
FundsXML 4 mapping
FundsXML EET block:
RegulatoryReportings/…/EET1.1.3/SpecificInformationForArt8and9/MinimumSustainableInvestmentSocialObjectiveArt9— openfunds decimal fraction (0.035) ↔ FundsXML percent (3.5)
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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