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Regulation on Sustainability-related Disclosure
Information on the inclusion of sustainability risks and consideration of adverse sustainability impacts
Transparency about aspects of the sustainability of our products and the underlying investment decision-making processes – also in the context of investment and insurance consulting – is of particular concern to us. In accordance with regulation (EU) 2019/2088 of the European Parliament and of the Council from 27 November 2019 on sustainability-related disclosure requirements in the financial services sector, we have therefore summarised all the necessary information for our clients below on this page.
Declarations
Information according to the EU Disclosure Regulation (German versions):
When selecting the investments underlying our products, we ensure that they are in line with sustainability criteria through various requirements, instruments and processes. You can find detailed information on how this is done at our companies in the PDF files linked below (German versions).
Declaration on the EU Disclosure Regulation
437 KB
ERGO Lebensversicherung AG
Declaration on the EU Disclosure Regulation
552 KB
ERGO Life S.A.
Declaration on the EU Disclosure Regulation
433 KB
ERGO Pensionsfonds AG
Declaration on the EU Disclosure Regulation
435 KB
ERGO Pensionskasse AG
Declaration on the EU Disclosure Regulation
437 KB
ERGO Vorsorge Lebensversicherung AG
Declaration on the EU Disclosure Regulation
433 KB
Victoria Lebensversicherung AG
Distribution
Information on the inclusion of sustainability risks and consideration of adverse sustainability impacts
Sustainability is also becoming an increasingly important topic in the sale of insurance products. Taking sustainability risks into account in the investment decision-making process can help to identify the occurrence of such risks as early as possible and minimise the impact on the value of the investment or the fund. Taking into account the most significant adverse impacts of investment decisions on sustainability factors helps to reduce negative impacts, particularly on environmental and social issues.
Sales organisation
ERGO Beratung und Vertrieb AG is the sales organisation of the ERGO Group in Germany.
Information on dealing with sustainability risks
529 KB
ERGO Beratung und Vertrieb AG
Asset Manager
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH is the asset manager and fund provider for Munich Re and also manages ERGO's investments.
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