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The Sustainable Finance Disclosure Regulation

The Sustainable Finance Disclosure Regulation or SFDR is an EU regulation that applies from 10 March 2021. SFDR requires fiduciaries, such as portfolio managers, alternative investment fund managers (AIFMs) and investment and insurance advisers, to publish on their website disclosures in respect of the following:
  • the integration of sustainability risks in their investment decision-making process and in their investment and insurance advice;
  • how their remuneration policies are consistent with the integration of sustainability risks; and
  • the principal adverse impacts of their investment decisions and their investment and insurance advice on sustainability factors.
Additionally, portfolio managers and AIFMs are required to publish certain product level disclosures when their financial products either:
  • promote environmental or social characteristics (an Article 8 financial product under SFDR); or
  • have sustainable investment as their objective (an Article 9 financial product under SFDR).
All the disclosures which apply to Citibank Europe Plc as either portfolio manager or investment or insurance adviser (as applicable) or to Citi Private Advisory LLC acting as AIFM may be accessed in the links below.

Citibank Europe Plc - Portfolio Management
Citibank Europe Plc - Investment and Insurance Advice
Citi Private Advisory LLC – Alternative Investment Fund Manager