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OFEE202800 – EET Financial Instrument Social Thematic Characteristics
Description of the product's social thematic investment strategy, according to SFDR art 2(17). Multiple selections are possible, which should be given separated by a semicolon ";" (ASCII 59) symbol.A - inequality B - social cohesion C - social integration D - labour relationsE - investment in human capital F - economically or socially disadvantaged communitiesG - social otherH - none//The corresponding field introduced by FinDatEx with their European ESG Template (EET) is:EET: 20280_Financial_Instrument_Social_Thematic_Characteristics. This is an Optional EET field when taking into account all relevant EU regulations (SFDR, MiFID, and IDD).//
| Property | Value |
|---|---|
| OF-ID | OFEE202800 |
| Name | EET Financial Instrument Social Thematic Characteristics |
| Area | European ESG Template (EET) |
| Level | Fund |
| Format | Text |
| Tags | EET |
| Introduced in | openfunds 1.28 |
| FinDatEx EET field | 20280_Financial_Instrument_Social_Thematic_Characteristics |
Values
Alphanumeric code or semicolon-separated list of codes
Example
A;B;D
FundsXML 4 mapping
FundsXML EET block:
RegulatoryReportings/…/EET1.1.3/ESGThematicInvestingDescription/SocialThematicCharacteristics
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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