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.
EU SFDR
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.
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?
European Commission launches SFDR consultation, acknowledging flaws, and considers whether the current regime is still workable.
Lorraine Johnston | Ashurst, Tim Cant | Ashurst5 min read
Burning issues in fund compliance
Alex Viall reports on discussion at the latest of our regular roundtables for hedge fund managers.
Alex Viall2 min read
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
Responsible investment with key achievements and progress applauded but speakers flag ongoing challenges including geopolitical risk.
We spoke about sustainability and climate reporting in US, UK and EU; the divisive nature of ESG; and the regulatory compliance burden on firms.
Jean Hurley<1 min read
ESAs propose improvements to the "complex and difficult to comprehend" SFDR and suggest introducing categories and/or sustainability indicators.
Rumors addressed included the SEC being active in London and a crackdown on illegal marketing.
Alex Viall5 min read
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.
Harriet O'Brien | Danesmead ESG4 min read
The OFR is set to redefine how non-UK domiciled funds can be marketed to UK retail investors based on the principles of equivalence.
CMS3 min read
A summary of the issues enterprises active in the EU should know about.
Flupke van den Bogart | NRF, Simon Lovegrove | NRF6 min read
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.
Harriet O'Brien | Danesmead ESG2 min read
Further Reading