Sustainable Finance Disclosure Regulation
Our disclosures relating to the SFDR can be found below. If you have any questions please get in touch.
Integration of sustainability risks
The Asset Management Exchange (Ireland) Limited (“AMXI”) acts as either the UCITS management company or alternative investment fund manager in respect of the funds under its management (the “Funds”). AMXI, as the UCITS management company and/or alternative investment fund manager, delegates the discretionary portfolio management function in respect of its Funds to underlying portfolio managers. Therefore, AMXI does not integrate sustainability risks in its investment decision‐making process within the meaning of Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability-related disclosures in the financial services sector (“SFDR”), nor does AMXI have a sustainability risk policy, as it is the underlying portfolio managers that make the discretionary investment decisions in respect of the Funds. However, a description of manner in which sustainability risks are integrated into the investment decision making processes in respect of each Fund, where relevant, are set out in the offering documents in respect of the Funds in accordance with the requirements of SFDR.
No consideration of sustainability adverse impacts
AMXI does not currently consider the principal adverse impacts of investment decisions on sustainability factors within the meaning of SFDR. The relevant information required to appropriately assess the principal adverse impacts of investment decisions on sustainability factors is not yet available. AMXI will keep the decision to not consider the principal adverse impacts of investment decisions on sustainability factors within the meaning of SFDR under regular review.
The remuneration policy of AMXI is consistent with the integration of sustainability risks within the meaning of SFDR.
SFDR Article 10
The following Funds have been categorised as products that promote environmental or social characteristics in accordance with Article 8 of SFDR and the relevant disclosures required for each of these Funds pursuant to Article 10 of SFDR can be found by clicking the relevant links below:
AMX – Versor – Systematic Merger Arbitrage
AMX – AXA Investment Managers – Long Term Credit
AMX – AXA Investment Managers – Single Investor – Long Term Credit
AMX – Sands – Emerging Markets
AMX – Systematica – Equity Factor
AMX CCF – Metropolis – Value fund
AMX CCF – Veritas – Global Focus
AMX CCF – Sands – Global Growth
AMX UCITS CCF - Storebrand - Global ESG Plus