All Sustainable Finance Disclosures Regulation (SFDR) articles
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News
AllianzGI’s impact private credit strategy reaches €560m at first close
Investors include Allianz, APG Asset Management, the European Investment Fund (EIF), and La France Mutualiste
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News
The tug-of-war continues over the EU’s green taxonomy
ESMA wants the framework to be a reference for all sustainable finance regulation, but insurers and government advisers are fighting to pare it down
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News
Fondo Mario Negri avails itself of SFDR ‘principal adverse impact’ opt-out
Italian pension fund cites data accessibility and regulatory uncertainty as the main reasons
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News
Ircantec adds ESG criteria to fiduciary agent variable pay
Plans to adopt biodiversity policy this year, and launches social bond fund
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News
Dutch pensions body positive about ESA SFDR government bonds proposal
But wary of sustainability indicator idea
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Analysis
IPE ESG Briefing: ESG integration costs and other challenges
Plus: IPE Top 500 Managers report on ESG headcount; European Union: elections, CSDDD and SFDR
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News
CFA Institute study finds ‘worrying’ views on EU ESG regulatory framework
The study found a range of challenges facing EU investors around ESG disclosures, which the CFA said regulators should pay attention to.
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News
SDR enthusiasm is waning among managers, according to Morningstar
Managers are taking a ‘wait and see’ approach in adopting the SDR label due to stringent criteria of regime as well as UK-centric nature of labelling criteria
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Opinion Pieces
Switzerland’s refreshing bottom-up approach to regulation contrasts favourably with the EU
Switzerland’s bottom-up approach to sustainable investing and ESG reporting rules seems to be travelling in the opposite direction to the path chosen by the EU.
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News
Ethos launches first SFRD 9 fund with Banque Cantonale Vaudoise
Fund managers will focus on companies whose products, services, or behaviour are in line with values set out in the Ethos Foundation Charter
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News
Spolc to be replaced by Millerot as EU’s head of sustainable finance
Spolc’s team drove the development of flagship laws like the EU green taxonomy, labels for climate benchmarks and the SFDR for investment funds
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News
Switzerland holds back on state greenwashing regulation
Federal Council gives instead the green light to new self-regulatory provisions that will soon come into force
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News
ETFs boost capital inflows to Article 6 funds, says EFAMA
Article 6 UCITS funds saw inflows of €101bn last year, a turnaround from -€208bn in 2022, according to EFAMA’s Fact Book 2024
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News
SFDR: ESAs call for ‘transition’ label, consumer testing, govvie framework
ESAs propose product classification system to replace Articles 8 and 9 categorisation, with a dedicated transition label
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News
Fondo Espero rejigs mandates to classify sub-funds under SFDR article 8
The scheme has screened its portfolios through a ‘Portfolio ESG Assessment’
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News
PEPP ‘failure’ fix and other pension priorities for new EU cycle
PensionsEurope also says pension funds ‘increasingly and incorrectly framed by EU legislation as providing products sold to consumers or customers’
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Special Report
Roundtable: PensionsEurope & IAPF - Jerry Moriarty
To strengthen European pensions, the European Commission must prioritise increasing pension coverage, closing existing gaps and ensuring favourable outcomes through funded pensions.
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Analysis
Europe's pension bodies struggle to make their voice heard on blanket EU rules
Horizontal regulation does not take into account the peculiarities of retirement schemes
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News
What do ESMA’s sustainable fund-naming rules mean for asset managers?
New guidelines apply to all EU funds and could lead to divestments and rebrands for thousands, as well as SFDR shake-up