Conflicts of interest
Engagement and voting policy
Order execution policy
Participation Reports in current version
The European Union (EU) created the EU Action Plan on Financing Sustainable Growth in order to achieve the energy and climate targets set in the Agenda 2030. The Financial Services sector is essential for achieving the sustainability goals, as well as for sustainable development.
Investment decisions have an impact on the environmental, social and corporate governance matters. To fulfill our responsibility as a fund service platform, Universal-Investment considers sustainability risks in advance of investment decisions as well as negative sustainability impacts caused by investments.
Policies on the Integration of Sustainability RiskIn accordance with Article 3 of the Disclosure Regulation Universal-Investment discloses how sustainability risks are dealt with in Universal-Investment's investment decisions. Sustainability risk means an environmental, social or governance event or condition that, if it occurs, could cause a negative material impact on the value of an investment.
Information on Adverse Sustainability ImpactsPrinciple Adverse Impacts (PAI) are potential adverse effects of investment decisions on sustainability factors. Sustainability factors are environmental, social and employee matters, respect for human rights, anti‐corruption and anti‐bribery matters. In accordance with Article 4, paragraph 1, section a of the Disclosure Regulation, Universal-Investment takes a position on the consideration and management of adverse sustainability impacts and discloses the activities and due diligence strategies on this matter.
In accordance with Article 5 of the Disclosure Regulation, Universal-Investment discloses in the remuneration policy information on how the policy is consistent with the integration of sustainability risks.
Please find all fund related regulation information and documents in our fund finder.
Depositaries and sub-depositaries
Following the implementation of the Directive 2014/91/EU each Depositary has to disclose its list of Delegates and Sub-Delegates. For the Depositaries listed below you will find the list of Delegates and Sub-Delegates of each Depositary (as per January 2018):
Universal-Investment-Luxembourg S.A. takes the protection of your personal data very seriously.
If you have any questions or complaints, please do not hesitate to contact our data protection officer at any time:
DURY Compliance & Consulting GmbH
Information on the handling of data on this website can be found here.