Statement on principal adverse impacts of investment decisions on sustainability factors

J & E Davy Unlimited Company, LEI Code 63540061DPCBNMCGRY22.

Version 1.1

Published 02/08/2023


J & E Davy Unlimited Company, LEI Code 63540061DPCBNMCGRY22, considers principal adverse impacts of its investment decisions on sustainability factors. The present statement is the consolidated principal adverse sustainability impacts statement of J & E Davy Unlimited Company.

This Principal Adverse Impacts (PAI) statement covers both mandatory and additional voluntary PAIs for the reference period from 1st January 2022 to 31 December 2022.

Adverse Impact Indicators

EU Sustainable Finance Disclosure Regulation (EU SFDR) aims to assist investors in making informed decisions about the sustainability characteristics of their investments. With this aim in mind, the
Regulation seeks to standardise sustainability disclosures made by Financial Market Participants (FMPs) and Financial Advisers.

A component of these disclosures will consider how J & E Davy assesses potential adverse impacts of its investment decisions and financial advice on the environment and social factors.

Mandatory Principal Adverse Impact Indicators (PAIs)

In line with EU SFDR, 18 mandatory PAIs are disclosed to provide investors with a comprehensive understanding of the potential adverse impacts that our investment decisions may have on the environment, society, and good governance. These indicators relate to 3 areas – Companies, Sovereigns, and Real Estate Assets. The EU SFDR requires assessment and consideration of 18 mandatory indicators under the headings of Environmental and Social.