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OFEE522000 – EET Financial Instrument UNGC Exclusion
Does the financial instrument exclude investments in entities that are not United Nations Global Compact (UNGC) signatories?//The corresponding field introduced by FinDatEx with their European ESG Template (EET) is:EET: 52200_Financial_Instrument_UNGC_Exclusion. This is an Optional EET field when taking into account all relevant EU regulations (SFDR, MiFID, and IDD).//
| Property | Value |
|---|---|
| OF-ID | OFEE522000 |
| Name | EET Financial Instrument UNGC Exclusion |
| Area | European ESG Template (EET) |
| Level | Fund |
| Format | yes / no |
| Tags | EET |
| Introduced in | openfunds 1.28 |
| FinDatEx EET field | 52200_Financial_Instrument_UNGC_Exclusion |
Allowed values
yes, no
Example
yes
FundsXML 4 mapping
FundsXML EET block:
RegulatoryReportings/…/EET1.1.3/ScreeningCriteria/NormBasedExclusions/UNGC_Exclusion
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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