Sustainable Investing

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Sustainability Approach

Our Sustainability policy document covers the following information:

  • Scope and Application
  • Sustainability Themes addressed by this Policy
  • Stewardship, Shareholder Voting & Engagement
  • Exclusions and Screening
  • Implementation
  • Governance
  • Conflicts of Interest

Regulatory Provisions

The Sustainable Finance Disclosure Regulation (“SFDR”) is a new European wide regulation and applies from 10 March 2021 (with certain obligations taking effect later in the year). The SFDR lays down harmonised disclosure rules for investment managers and investment advisors. It requires Bank of Ireland to consider the adverse impacts of sustainability when acting as an investment manager and/or an investment advisor to our customers.

Bank of Ireland Investment Markets will start considering the principal adverse impacts of investment decisions on sustainability from 30th June 2024. To discover more about adverse sustainability impacts and our policies, click on the link to our Principal Adverse Impact Statement in the Key Documents section below.

When acting as an investment advisor, Bank of Ireland Wealth Advice Distribution and Bank of Ireland Investment Markets do not currently consider the adverse impacts of investment advice on sustainability. This is because the information required is not currently available from the product providers. We may consider the adverse impacts of sustainability when acting as an investment advisor to our customers at a future date and we will provide further information at that time.

Remuneration Policy

Our Remuneration policy document will cover how our remuneration policies are consistent with the integration of sustainability risks.

Engagement Policy

This policy is required by Irish regulations that implement certain requirements of the revised Shareholder Rights Directive (“SRD II”). The requirements apply to asset managers that invest in companies whose shares (including listed UCITs)are traded on regulated markets within the EEA. As part of the regulation we are required to develop and publicly disclose an engagement policy which describes how we integrate shareholder involvement in our investment strategy. You will find our policy in the Key Documents section below.

Key Documents