Steering Committee of DIN Standards Committee Finance
DIN 77236-2
Sustainability of financial investments - Part 2: Sustainability scoring for financial products - A standardized approach for the classification of financial products based on sustainability characteristics
Nachhaltigkeit von Finanzanlagen - Teil 2: Nachhaltigkeitsscoring für Finanzprodukte - Eine standardisierte Vorgehensweise zur Einordnung von Finanzprodukten anhand von Nachhaltigkeitsmerkmalen
Overview
This document is aimed in particular at financial market participants and financial advisors, that is, financial investment and insurance intermediaries, credit institutions, insurance companies, and capital management companies. It defines a process for classifying and simplifying the presentation of financial and insurance investment products in terms of their sustainability characteristics. To this end, this document establishes a system that assigns a sustainability score to financial products on a sustainability scale based on existing criteria. The sustainability score 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 77236-1. This document is based on current regulatory requirements. It does not claim to define sustainability itself. The sustainability scoring is purely data-based and provides initial guidance. Committee NA 177-00-02 AA "Finanzdienstleistungen für den Privathaushalt" ("Financial services for the private household") at DIN is responsible for this document.
Document: references other documents
Responsible national committee
NA 177-00-08 AA - Sustainability in financial services and products
