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OFEE530200 – EET Financial Instrument Qualitative Exclusion Of
The method used for the qualitative exclusion of countries, from the following options:A - Freedom HouseI - Internal methodN - None//The corresponding field introduced by FinDatEx with their European ESG Template (EET) is:EET: 53020_Financial_Instrument_Qualitative_Exclusion_Of_Countries. This is an Optional EET field when taking into account all relevant EU regulations (SFDR, MiFID, and IDD).//
| Property | Value |
|---|---|
| OF-ID | OFEE530200 |
| Name | EET Financial Instrument Qualitative Exclusion Of |
| Area | European ESG Template (EET) |
| Level | Fund |
| Format | Text |
| Tags | EET |
| Introduced in | openfunds 1.28 |
| FinDatEx EET field | 53020_Financial_Instrument_Qualitative_Exclusion_Of_Countries |
Allowed values
A, I, N
Example
A
FundsXML 4 mapping
FundsXML EET block:
RegulatoryReportings/…/EET1.1.3/ScreeningCriteria/SovereignLevelExclusions/QualitativeExclusionOfCountries
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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