Asset managers should aim to ‘stay one step ahead’ of SFDR amid 2025 amendments
Ocorian predicted five key SFDR changes expected in the next update
Article 8 funds
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Clearer disclosure requirements and data needed to improve the EU’s ESG regulatory framework
Greenwashing and a lack of reliable data noted among CFA Institute members’ concerns
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Nearly half of funds using environmental terms hold assets in breach of PaB exclusion criteria
A Clarity AI study has found Article 8 funds are most affected by the ESMA naming rules
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Pictet launches ELTIF focused on environmental technology co-investments
The Article 8 fund will implement the Planetary Boundaries scientific framework
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ESG assets set to reach over £7.7trn by 2027
Year-on-year surge in assets directed towards Article 8 and 9 in 2023
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Robeco launches Article 8 Emerging Markets fund
Will invest in a portfolio of 60-80 stocks
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BNP Paribas AM launches first active net-zero equity fund
Targeting technology, industrials and materials that focus on achieving net zero
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Quarter of Article 8 funds at risk of greenwashing
Up from 20% a year ago, according to 2024 ESG Barometer report
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State Street launches ESG emerging market bond fund
The fund will begin with an initial investment of £39.6m
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Morgan Stanley rolls out trio of ESG strategies
Equity and bond strategies to be run by Calvert Research and Management
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Amundi launches Article 8 fund to invest in Asian fixed income
Growing demand for green and social bonds in the region
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Dragon Capital Group equity fund classified as SFDR Article 8
Vietnam fund’s ESG criteria underscored by reclassification