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OFEE400001 – EET Financial Instrument Existing Screening Strategy
Does the financial instrument use a screening strategy?
//The corresponding field introduced by FinDatEx with their European ESG Template (EET) is:EET: 40000_Financial_Instrument_Existing_Negative_Screening_Strategy. This is an Optional EET field when taking into account all relevant EU regulations (SFDR, MiFID, and IDD).//
| Property | Value |
|---|---|
| OF-ID | OFEE400001 |
| Name | EET Financial Instrument Existing Screening Strategy |
| Area | European ESG Template (EET) |
| Level | Fund |
| Format | Text |
| Tags | EET |
| Introduced in | openfunds 2.11 |
| FinDatEx EET field | 40000_Financial_Instrument_Existing_Negative_Screening_Strategy |
Allowed values
Y, N, P, C, A, T, Z
Example
Y
FundsXML 4 mapping
FundsXML EET block:
RegulatoryReportings/…/EET1.1.3/ScreeningCriteria/ExistingNegativeScreeningStrategy
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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