ESG preferences definition

ESG preferences means a client’s or potential client’s preferences for environmentally sustainable investments, social investments or good governance investments;
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ESG preferences means a customer’s or potential customer’s choice as to whether and which environmentally sustainable investments, social investments or good governance investments should be integrated into his/her investment strategy;
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ESG preferences means ESG preferences as defined in Article 2(7) of Commission Delegated Regulation (EU) 2017/565*;
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Examples of ESG preferences in a sentence

  • In accordance with this philosophy, Compass Group has implemented an approach to 1) screen and evaluate, 2) engage with issuers, 3) integrate actionable metrics into the investment process, and 4) customize clients’ ESG preferences.

  • In addition, certain investors have explicit ESG preferences that are not sufficiently addressed.

  • Emerging opportunities for the use of EO in managed funds and superannuation:• Enabling fund managers to advise customers on appropriate investment strategies based on their ESG preferences, e.g. reducing net carbon footprint.• Enabling fund managers to track performance of investments against ESG expectations.

  • The exclusion policy is actively monitored to ensure it remains current and that the ESG preferences of investors are effectively integrated.

  • In accordance with their obligation to act in the best interests of the client, recommendations to clients should reflect both the financial objectives and, where relevant, the ESG preferences expressed by those clients.

  • The Commission addressed this issue by referring to the definition foreseen in the legislative proposal for a Regulation on disclosures relating to sustainable investments and sustainability risks and amending Directive (EU) 2016/2341.13 As regards some of the objectives within the suitability assessment process, the Commission included some modifications in order to allow for the necessary differentiation between investment objectives on the one hand and ESG preferences on the other hand.

  • Yes NoXDon’t know / no opinion / not relevant Comment box added by ESMAIn line with the expected revision of the MIFID II Delegated Regulation, if a client were to express clear ESG preferences, these need to be considered by the intermediary in the advisory process and the assessment of suitability.

  • Neither a contrary determination in the specify case under Section 3 of this Article X nor the absence of any determination thereunder shall be a defense to such application or create a presumption th at the director or officer seeking indemnification has not met any applicable standard of conduct.

  • To identify the customer’s investment objectives, as part of the insurance intermediaries’ and insurance undertakings’ duties towards clients, it is necessary to clarify what consideration should be given to environmental, social and governance (ESG) preferences in the investment and advisory process.

  • ESG funds Building on the work outlined in section 1.2, we also focused on ensuring customers have more access to ESG investment fund options aligned to their ESG preferences.


More Definitions of ESG preferences

ESG preferences means a client’s or potential client’s choice as to whether and which environmentally sustainable investments, social investments or good governance investments should be integrated into his or her investment strategy;
Sample 1Sample 2
ESG preferences means a client’s or potential client’s preferences for environmental investment indicators, social investment indicators, and good governance indicators;
Sample 1

Related to ESG preferences

  • Safe Preferred Stock means the shares of the series of Preferred Stock issued to the Investor in an Equity Financing, having the identical rights, privileges, preferences and restrictions as the shares of Standard Preferred Stock, other than with respect to: (i) the per share liquidation preference and the initial conversion price for purposes of price-based anti-dilution protection, which will equal the Conversion Price; and (ii) the basis for any dividend rights, which will be based on the Conversion Price.

  • Series A Preferred means the Series A Convertible Preferred Stock of the Company, par value $0.01 per share.

  • Series C Liquidation Preference means a liquidation preference for each Series C Preferred Unit initially equal to $25.00 per unit (subject to adjustment for any splits, combinations or similar adjustments to the Series C Preferred Units), which liquidation preference shall be subject to increase by the per Series C Preferred Unit amount of any accumulated and unpaid Series C Distributions (whether or not such distributions shall have been declared).

  • Existing Preferred Stock means, collectively, the outstanding shares of the Series E 6% Convertible Preferred Stock of the Corporation.

  • Series A Preference Shares means the Series A Preference Shares of £0.05 each in the capital of the Company.

  • Series B Liquidation Preference means a liquidation preference for each Series B Preferred Unit initially equal to $25.00 per unit, which liquidation preference shall be subject to increase by the per Series B Preferred Unit amount of any accumulated and unpaid Series B Distributions (whether or not such distributions shall have been declared).

  • Series B Preferred means the Company’s Series B Preferred Stock, par value $0.001 per share.

  • Series A Liquidation Preference means a liquidation preference for each Series A Preferred Unit initially equal to $25.00 per unit, which liquidation preference shall be subject to increase by the per Series A Preferred Unit amount of any accumulated and unpaid Series A Distributions (whether or not such distributions shall have been declared).

  • Series C Preferred means the Company's Series C Preferred Stock, par value $0.01 per share.

  • Series A Preferred Stock means shares of the Company’s Series A Preferred Stock, par value $0.0001 per share.

  • Series D Preferred means the Series D Convertible Preferred Stock of the Company, par value $.01 per share.

  • Series A Preferred Unit means a Preferred Unit having the designations, preferences, rights, powers and duties set forth in Article XVI.

  • Series B Preferred Stock means shares of the Company’s Series B Preferred Stock, par value $0.0001 per share.

  • Series G Preferred Stock means the Corporation's Series G Convertible Preferred Stock, par value $0.004 per share.

  • Series A Preferred Units has the meaning assigned to such term in Section 5.11(a).

  • New Preferred Stock means the Convertible Series A Preferred Stock and the Series B Preferred Stock.

  • Series A Preferred Shares means the Series A Preferred Shares of the Company, par value US$0.0001 per share, with the rights and privileges as set forth in the Memorandum and Articles.

  • Series H Preferred Stock means the Corporation's Series H Convertible Preferred Stock, par value $0.004 per share.

  • Series E Preferred Stock means shares of the Company’s Series E Preferred Stock, par value $0.0001 per share.

  • Series C Preferred Stock means shares of the Company’s Series C Preferred Stock, par value $0.001 per share.

  • Series C Preferred Units shall have the meaning provided in Section 1.

  • Liquidation Preference means, with respect to any Series, the amount specified as the liquidation preference per share for that Series in the Appendix for such Series.

  • Series B Preferred Units shall have the meaning provided in Section 1.

  • Series A Convertible Preferred Stock means the Series A Convertible Preferred Stock, $0.001 par value per share, of the Corporation.

  • Series C Preferred Shares means the Company’s series C preferred shares, par value US$0.00001 per share.

  • Series B-1 Preferred Stock means shares of the Company’s Series B-1 Preferred Stock, par value $0.0001 per share.