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OFEE204200 – EET Financial Instrument EU SFDR Minimum Or Planned
Minimum or planned percentage of sustainable investments, as stated in the pre- contractual disclosures. This field provides the minimal commitment as required by ESMA Guidelines (>=80%), without distinction between environmental and social aspects.
The reference date for this field is that stated in OFEE203900 EET Financial Instrument Minimum Or Planned Asset Allocation Date.
//The corresponding field introduced by FinDatEx with their European ESG Template (EET) is:EET: 20420_Financial_Instrument_EU_SFDR_Minimum_Or_Planned_Investments_Sustainable_I nvestments. This is a Conditional EET field when taking into account all relevant EU regulations (SFDR, MiFID, and IDD).//
| Property | Value |
|---|---|
| OF-ID | OFEE204200 |
| 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 | 20420_Financial_Instrument_EU_SFDR_Minimum_Or_Planned_Investments_Sustainable_I |
Values
Percentage described as a decimal figure
Example
0.05
FundsXML 4 mapping
FundsXML EET block:
RegulatoryReportings/…/EET1.1.3/MinimumSustainableInvestments/MinimumInvestmentsSustainableInvestments— 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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