Knowledge Base

← Collective Investment / Third-Party Asset Management

Questions

Which climate risk assessment methodology was developed by Carbone 4?

SFDR methodology
OCARA methodology
TCFD methodology
RTS methodology

What is the minimum ESG analysis rate required for a fund claiming a central ESG approach according to AMF Doctrine DOC-2020-03?

70%
80%
90%
100%

What formula is used to calculate the carbon footprint according to the SFDR RTS?

(GHG Emissions x Investment / Enterprise Value) / Total Portfolio Value
(GHG Emissions x Enterprise Value) / Total Investment
(Total Portfolio Value x GHG Emissions) / Investment
(Investment x Enterprise Value) / GHG Emissions

The EU Taxonomy requires that sustainable economic activities comply solely with the technical criteria detailed in the delegated acts.

True
False

Categorize items by dragging them to the appropriate zones

Items to categorize:

Substantial contribution to an environmental objective
Do No Significant Harm (DNSH)
Compliance with minimum social safeguards
Conformity with technical criteria
Categories:

Cumulative criteria for a sustainable activity

Optional criteria for a sustainable activity

Mandatory PAI indicators under the SFDR RTS

Click to see answer

Eligibility under the EU Taxonomy means that the activity is listed in the delegated acts.

True
False

According to the TCFD framework, what are the two fundamental types of climate risks to be assessed?

Physical risks and transition risks
Financial risks and operational risks
Legal risks and strategic risks
Technological risks and environmental risks