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This Regulation establishes harmonised rules for financial market participants and advisers to disclose information on sustainability risks, impacts and objectives. It applies to entities that manufacture, distribute or advise on financial products, such as funds, insurance and pension products.
26 lug 2022 · For the convenience of financial market participants preparing the financial product disclosures referred to in Articles 8, 9 and 11 of the Sustainable Finance Disclosure Regulation (Regulation (EU) 2019/2088), the three European Supervisory Authorities (EBA, EIOPA and ESMA) provide an editable version of the templates contained in ...
10 mar 2021 · L’articolo 8 del regolamento SFDR si applica se un prodotto finanziario promuove, tra le altre caratteristiche, quelle ambientali o sociali, o una loro combinazione, a condizione che le imprese in cui gli investimenti sono effettuati rispettino prassi di buona governance.
- Sara Silano
SFDR Level 1, implemented in March 2021, required fund managers to classify their existing funds according to Articles 6, 8, or 9. Level 2 of this regulation is due to be enforced from January 1st 2023.
The specific EU TR elements to be disclosed under the EU SFDR are outlined below: Article 8 products need to state if they have any investments in sustainable investments and, if so, need to disclose whether these investments are in activities aligned with the EU TR.
19 mar 2021 · In the absence of regulatory guidance forfirms to assess how to comply with SFDR, we have produced a series of publications with a view to assisting funds and their managers inconsidering the underlying policies that they would need to have in place. This paper focuses on Article 8 of the SFDR.
than 60% of equity AUM now categorised under Article 8 and 9, the commercial dynamics of SFDR are leading to a trend of 'light upgrading' of Article 8 funds towards Article 8+. This transition of flows into SFDR ESG funds has significant impacts on capital flows.
