Green without the gloss: A new phase for sustainable investing
Values-driven investing won’t replace regulation, but it might be what finally makes it matter
ESMA
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Fund rebranding activity accelerates ahead of ESMA naming guidelines
At least 262 Article 8 and Article 9 funds with ESG-related terms in their names rebranded in the first quarter
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ESMA study finds adding ESG-related terms to fund names increases inflows
Inflows increased by as much as 8.9% in the year after a fund’s name changes
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Nordea AM reviews fund names following new ESMA sustainability rules
Group has added or kept ‘Sustainable’ in the names of 17 Nordea 1 SICAV funds following review
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SFDR and SDR: Two paths diverging on sustainable finance?
Financial institutions operating across both regions must now contend with two parallel regulatory regimes
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Clarity AI tool launched to help simplify regulatory and labelling complexity
Supporting European fund managers and ESG analysts navigate regulatory and labelling requirements
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115 funds drop ESG from branding in 2024 to comply with SDR
A further 30-50% of all European ESG funds are expected to change their names in line with FCA and ESMA marketing guidelines in 2025
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EU green lights ESG ratings regulation for 2026
The UK is also bringing forward ESG ratings regulation
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Green, social and sustainability bond issuance surpasses $5trn
GSS bond issuance has experienced its most active period since the market’s inception
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ESMA fund naming guidelines could stall growth of green bond sector
EFAMA says that clarification is urgently needed to enable, rather than restrict, EU sustainable investment
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Green Dream with Morningstar’s Bioy: We’ve only scratched the surface in terms of climate change investment opportunities
Bioy would like to see less traditional asset classes made more accessible to investors
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Three new considerations when investing in ESG funds
Following ESMA’s announcement on fund names, ESG managers will be assessing the impact on their portfolios, writes Hortense Bioy