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OFEE204700 – EET Financial Instrument EU SFDR Minimum Or Planned
Minimum or planned percentage of social sustainable investments, as stated in the pre-contractual disclosures. 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: 20470_Financial_Instrument_EU_SFDR_Minimum_Or_Planned_Investments_Sustainable_I nvestments_Social. This is a Conditional EET field when taking into account all relevant EU regulations (SFDR, MiFID, and IDD).//
| Property | Value |
|---|---|
| OF-ID | OFEE204700 |
| 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 | 20470_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/MinimumInvestmentsSustainableInvestmentsSocial— 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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