EU SFDR

The Sustainable Finance Disclosure Regulation (SFDR) sets out rules for the integration and dissemination of information on sustainability, including any connected risks and adverse impacts, by financial market participants in connection with financial products.

Rule Overview

Jurisdiction: European Union

Regulator: ESMA

Topic: Sustainability

Overview
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Latest News
Further Reading

The directive includes a classification of financial products, distinguishing between those that promote environmental and social characteristics and those that have a sustainable investment objective.

SFDR Art 3
Sustainability risk policies
SFDR Art 4
Adverse sustainability impacts
SFDR Art 5
Remuneration policies
SFDR Art 6
Pre-contractual disclosures of sustainability risk integration into investment decisions
SFDR Art 7
Adverse sustainability impacts at financial product level
SFDR Art 8
Pre-contractual disclosures of environemtnal or social characteristics of financial products
SFDR Art 9
Pre-contractual disclosures of sustainable investment products or indices
SFDR Art 10
Financial product information on environmental or social characteristics and sustainable investments on websites
SFDR Art 11
Financial product information on environmental or social characteristics and sustainable investments in periodic reports
SFDR Art 12
Information to be kept current with amendments clearly explained
SFRD Art 13
Marketing
Notable
Improvements to the SFDR proposed by European Supervisory Authorities assessed

Improvements to the SFDR proposed by European Supervisory Authorities assessed

ESAs propose improvements to the "complex and difficult to comprehend" SFDR and suggest introducing categories and/or sustainability indicators.

Is the SFDR heading for the scrap heap? 

Is the SFDR heading for the scrap heap? 

European Commission launches SFDR consultation, acknowledging flaws, and considers whether the current regime is still workable.

Burning issues in fund compliance

Burning issues in fund compliance

Alex Viall reports on discussion at the latest of our regular roundtables for hedge fund managers.

ESG

Improvements to the SFDR proposed by European Supervisory Authorities assessed

ESG

Is the SFDR heading for the scrap heap? 

Compliance

Burning issues in fund compliance

Latest News More on SFDR 

Further Reading