All Sustainable Finance Disclosures Regulation (SFDR) articles – Page 9
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Special ReportSpecial Report - Regulation
Europe’s flagship SFDR regime for ESG was never intended to become a fund-labelling framework. So as Susanna Rust also writes in this issue, it is a relief that the EU is now consulting on minimum requirements for Article 8 funds. In this Special Report, we look in some depth at how asset managers have embraced SFDR, taking in the broad reclassification exercise that has taken place to relabel existing funds, and the short-term risks of greenwashing. In the longer term, the hope is for much more standardisation and there are signs that this is already happening.
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Special ReportRegulation: SFDR put to the test
One year in and the verdict on the EU’s Sustainable Finance Disclosure Regulation (SFDR) is mixed
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Opinion PiecesViewpoint: Greenwashing needs to be pinned down
On 10 March 2022, the EU’s Sustainable Finance Disclosure Regulation (SFDR) turns one. In terms of how it was drafted and how it has been implemented, it hasn’t exactly covered itself in glory, although it was high time regulators got involved to try to bring some order into ESG-land.
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NewsDutch pension body flags investor inclusion in EC due diligence proposal
Proposal for a corporate sustainability due diligence directive was released on Tuesday
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ICMA compiles proposals to address EU taxonomy usability concerns
Warning that usability challenges could ‘seriously impair’ EU taxonomy implementation
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Greenwashing fight a priority for ESMA in new roadmap
EU watchdog emphasises need for shared understanding of greenwashing and identifying it under the SFDR
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SFDR Article 8 fund label questionable in 20% of cases, analysis suggests
Advisory and portfolio analytics firm delivers ’clinical assessment of the state of ESG integration in the European fund management industry’
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NewsEC drafts proposal for green classification for nuclear, gas
Commission also said it would amend taxonomy disclosure rules ‘so investors can make an informed choice’
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Opinion PiecesViewpoint: Do your best to heed SFDR RTS despite delay, complexity
The SFDR represents a steep learning curve for most firms, says MJ Hudson’s Emma Bickerstaffe
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NewsFirst EU climate taxonomy rules cleared for January live date
Delegated act published in Official Journal after EU Council’s review period ends without objection
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IPE Conference: EIOPA chair encourages IORP SFDR PAI efforts
Speech came on the heels of news of a further delay to detailed SFDR compliance rules
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EC tables central data portal proposal as part of CMU package
Commission also pledges more CMU actions in 2022, but pensions adequacy not mentioned
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NewsEFAMA highlights uneven SFDR-based funds coverage in Europe
Trade body collected data on Article 8 and Article 9 funds for the first time
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NewsFees fall significantly in certain ESG strategy types – research
In newer sectors, however, there is wider fee dispersion and substantial discounting
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NewsGerman auditors, BaFin issue advice on SFDR against greenwashing risks
The Fund Locations Act – Fondsstandortgesetz – has assigned auditors the task to assess whether the requirements of the disclosure regulation are met
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CFA Institute finalises global standards to tackle ESG ‘communication gap’
Standards are seen as complementing regulatory standards rather than conflicting with them
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NewsLarge majority of smaller Dutch pension funds use SDGs – study
Climate action, Sustainable and Affordable Energy and Good Health & Wellbeing are most popular
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AFM: Dutch pension funds urged to speed up SFDR implementation
Regulator has been patient with pension funds because many questions around implementation of the regulation remain
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NewsFinance groups welcome ‘joining of the dots’ with CSRD proposal
Proposed EU corporate sustainability law should provide valuable information for investors
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FCA sets out guiding principles for ESG, sustainable investment funds
UK regulator says principles are intended to be ‘complementary to SFDR obligations’
