Abstract

This document is aimed in particular at financial market participants and financial advisors; i.e. financial investment and insurance intermediaries, credit institutions, insurance companies and capital management companies. It defines a process for the classification and simplified presentation of financial and insurance investment products in terms of their sustainability characteristics. To this end, this document establishes a system for scoring financial products on a sustainability scale based on existing criteria. The scoring facilitates the selection of suitable products with regard to meeting the sustainability preferences of investors. It corresponds to the sustainability preference query according to DIN 77230-2023-12, Annex B. This document is based on current regulatory requirements. It does not claim to establish its own definition of sustainability.

Begin

2023-10-31

Planned document number

DIN 77236

Project number

15900227

Responsible national committee

NA 177-00-02 AA - Financial services for the private household  

draft standard

Sustainability scoring for financial products - A standardized approach for the classification of financial products based on sustainability characteristics
2024-03
Order from DIN Media