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.
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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.
Overview
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Latest News
Further Reading
Notable
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
Alex Viall reports on discussion at the latest of our regular roundtables for hedge fund managers.
Latest News
More on SFDR
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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.
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Consumer Duty, bundling, reporting and DORA discussed at compliance roundtable
Rumors addressed included the SEC being active in London and a crackdown on illegal marketing.
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ESMA update: ESG terms in fund names
Firms need to check if they are in scope for the final rules if they are currently using sustainability related terms in their fund names.
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A roadmap to the Overseas Funds Regime
The OFR is set to redefine how non-UK domiciled funds can be marketed to UK retail investors based on the principles of equivalence.
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10 things to know about the EU Corporate Sustainability Due Diligence Directive
A summary of the issues enterprises active in the EU should know about.
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EU reaches agreement on new regulations for ESG ratings providers
Agreement on the ESG Rating Activities Regulation clarifies new rules on separation of E, S and G factors, non-EU providers and conflicts of interest.
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Five key milestones in ESG reporting and disclosure in 2024
The five key milestones for investment managers in ESG reporting covered in this article are: SDRs, PRI, SFDR, TCFD and ISSB.
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SDR labels: A rose by any other name would smell as sweet
Morningstar's early analysis of what the sustainability-labeled funds market may look like; and the pros and cons of using investment labels.
Further Reading
