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EU SFDR RTS - Disclosure content and presentation
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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.