Os deveres jurídicos das Instituições Financeiras ao abrigo do SFDR
: regulamento (UE) 2019/2088 do Parlamento Europeu e do Conselho de 27 de novembro de 2019, relativo à divulgação de informações relacionadas com a sustentabilidade no setor dos serviços financeiros

Ana Mafalda Santos Cordeiro (Student)

Student thesis: Master's Thesis

Abstract

The scope of this paper is to analyse the legal obligations of financial institutions under the SFDR Regulation, which establishes harmonised transparency requirements for financial market participants and financial advisors regarding the integration of sustainability risks, as well as the consideration of key negative impacts for sustainability in their processes. Regarding this, they enshrine sustainability-related disclosure obligations at entity and financial product level, which must be disclosed as part of pre-contractual information, in periodic reports, and on websites.

Date of Award	15 Jan 2024
Original language	Portuguese
Awarding Institution	Universidade Católica Portuguesa
Supervisor	Paulo Câmara (Supervisor)

Keywords

SFDR regulation
ESG
Financial institutions
Financial market participants
Financial advisors
Sustainability
Financial products
Environment
Governance
Remuneration policies
Sustainability disclosure
Transparency duties
Sustainability risk
Sustainability factors
Sustainable investment
Adverse sustainability impacts
Principal adverse impacts
PAI
Taxonomy
RTS

Designation

Mestrado em Direito e Gestão

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UN SDGs

This student thesis contributes to the following UN Sustainable Development Goals (SDGs)