Code: 4.4.4 · Adults
Disclosure
Descriptors
Knowledge
What you can do at this level
- Ksustainabledaily-life
Aware of disclosure requirements for companies, funds and other financial products and services, including sustainability-related disclosure requirements. Knows where to access these disclosure documents
- Ksustainabledaily-lifelarge-majority
Knows about sources of information to monitor the performance and the sustainability record of a fund
- Ksustainable
Understands disclosure documents about companies, funds and other financial products and services, including sustainability-related disclosure documents
Skill
What you can do at this level
- Ssustainable
Able to research disclosed information related to a financial product, including that which covers sustainability aspects
- Ssustainable
Able to make informed decisions in line with one's risk profile, sustainability preferences and other preferences based on the disclosure information provided on a fund, a company or a financial product and service
- Ssustainablelarge-majority
Holds funds accountable for their engagement commitments for instance by checking their voting records at annual general shareholder meetings
Attitude
What you can do at this level
- Adaily-lifelarge-majority
Confident to ask for more information when this is not readily available
- Learning outcome types
- K — What you need to know: theoretical understanding and factual information.
- S — What you can do: practical and technical abilities.
- A — How you approach things: values, dispositions and behaviours.