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OFEE204000 – EET Financial Instrument EU SFDR Minimum Or Planned
Percentage of minimum or planned investments with environmental or social characteristics, as stated in the pre-contractual disclosures report.
This field provides the minimal commitment as required by ESMA Guidelines (>=80%), without distinction between environmental and social aspects.
//The corresponding field introduced by FinDatEx with their European ESG Template (EET) is:EET: 20400_Financial_Instrument_EU_SFDR_Minimum_Or_Planned_Investments_With_Environ mental_Or_Social_Characteristics. This is a Conditional EET field when taking into account all relevant EU regulations (SFDR, MiFID, and IDD).//
| Property | Value |
|---|---|
| OF-ID | OFEE204000 |
| Name | EET Financial Instrument EU SFDR Minimum Or Planned |
| Area | European ESG Template (EET) |
| Level | Fund |
| Format | Decimal number |
| Tags | EET |
| Introduced in | openfunds 1.28 |
| FinDatEx EET field | 20400_Financial_Instrument_EU_SFDR_Minimum_Or_Planned_Investments_With_Environ |
Values
Percentage described as a decimal figure
Example
0.05
FundsXML 4 mapping
FundsXML EET block:
RegulatoryReportings/…/EET1.1.3/MinimumSustainableInvestments/MinimumInvestmentsWithEnvironmentalOrSocialCharacteristics— 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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