SFDR and SDR: Two paths diverging on sustainable finance?
Financial institutions operating across both regions must now contend with two parallel regulatory regimes
ESMA
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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
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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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ESMA finalises labelling rules for sustainable funds
Sustainable investment commentators criticise adjustments to thresholds
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ESMA given regulatory powers over ESG ratings
New rules to authorise ESG ratings, improve transparency and avoid conflict of interest
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SFDR overhaul: What the EU Commission should include
Fund labels, disclosure requirements and sustainable definitions all under the consultation microscope