ESMA fund naming guidelines impact ‘more limited than expected’
Some 880 in-scope funds have rebranded so far
fund names
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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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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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Industry welcomes FCA extension to SDR naming and marketing rules
Firms can have until April 2025 to comply with the rules in ‘exceptional circumstances’