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 Award15 Jan 2024
Original languagePortuguese
Awarding Institution
  • Universidade Católica Portuguesa
SupervisorPaulo 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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