{
  "url": "https://openlegislation.uk/eu-regulation-2020-1816/annex-II/section-5",
  "json_url": "https://openlegislation.uk/eu-regulation-2020-1816/annex-II/section-5.json",
  "legislation": "eur/2020/1816",
  "legislation_title": "Commission Delegated Regulation (EU) 2020/1816 of 17 July 2020 supplementing Regulation (EU) 2016/1011 of the European Parliament and of the Council as regards the explanation in the benchmark statement of how environmental, social and governance factors are reflected in each benchmark provided and published (Text with EEA relevance)",
  "legislation_url": "https://openlegislation.uk/eu-regulation-2020-1816",
  "path": "annex/II/section/5",
  "kind": "section",
  "number": "5",
  "heading": "OTHER",
  "text": "ESG FACTORS\nDISCLOSURES\nCombined ESG factors\nWeighted average ESG rating of the benchmark (voluntary).\nEnvironmental\nWeighted average environmental rating of the benchmark (voluntary).\nDegree of exposure of the portfolio to climate-related opportunities, measuring investment opportunities related to climate change, innovating new investment solutions, as percentage of total weight in portfolio (voluntary).\nGHG intensity of the benchmark.\nDegree of exposure of the portfolio to the sectors listed in Sections A to H and Section L of SIC as percentage of total weight in the portfolio.\nSocial\nWeighted average social rating for the benchmark (voluntary).\nInternational treaties and conventions, United Nations principles or, where applicable, UK law used in order to determine what constitutes a ‘controversial weapon’.\nWeighted average percentage of benchmark constituents in the controversial weapons sector.\nWeighted average percentage of benchmark constituents in the tobacco sector.\nGovernance\nWeighted average governance rating of the benchmark (voluntary).\nPercentage of underlying funds with stewardship policies in place, including measures for the planning and management of resources.",
  "extent": "E+W+S+N.I.",
  "status": null,
  "version": "current",
  "annotations": [
    {
      "type": "F",
      "label": "F1",
      "text": "Word in Annex 2 Section 5 substituted (18.10.2021) by The Markets in Financial Instruments, Benchmarks and Financial Promotions (Amendment) (EU Exit) Regulations 2021 (S.I. 2021/1074), regs. 1(2), 5(4)(b)"
    },
    {
      "type": "F",
      "label": "F2",
      "text": "Words in Annex 2 Section 5 substituted (18.10.2021) by The Markets in Financial Instruments, Benchmarks and Financial Promotions (Amendment) (EU Exit) Regulations 2021 (S.I. 2021/1074), regs. 1(2), 5(4)(d)"
    }
  ],
  "outstanding_effects": [],
  "provenance": {
    "source": "legislation.gov.uk",
    "source_url": "https://www.legislation.gov.uk/eur/2020/1816/annex/II/section/5",
    "retrieved_at": "2026-11-01T14:42:19.347882+00:00"
  },
  "licence": "Open Government Licence v3.0",
  "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/",
  "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives."
}