KnowYourFunds’ Post

FCA’s Sacha Sadan: SDR will help bring ‘trust and integrity’ back to the sector. Sacha Sadan, the Financial Conduct Authority’s director of ESG, has said the implementation of the Sustainability Disclosure Requirements (SDR) labels from July will help get “trust and integrity” back to the financial services sector. Check out Cristian Angeloni's latest article 👇 https://incm.pub/3UHeF5Z #investing #assetmanagement #wealthmanagement #finance

EU raises bar for using ESG-related terms in fund names. The guidelines are expected to be approved and published in 2024 and some changes have already been communicated. Fund managers to be able to use sustainability-related terms in fund names, the manager should: Apply the 80% minimum proportion of investments used to meet the #sustainability characteristics or objectives. Bloomberg. Apply the Paris-aligned Benchmark exclusions and Invest meaningfully in sustainable investments defined under the Sustainable Finance Disclosure Regulation. 🔗 Read the full article on Investment IQ: https://lnkd.in/eW8eGvXs #investment #investmentmanagement #wealthmanagement #finance

EU raises bar for using ESG-related terms in fund names. The guidelines are expected to be approved and published in 2024 and some changes have already been communicated. Fund managers to be able to use sustainability-related terms in fund names, the manager should: Apply the 80% minimum proportion of investments used to meet the #sustainability characteristics or objectives. Bloomberg. Apply the Paris-aligned Benchmark exclusions and Invest meaningfully in sustainable investments defined under the Sustainable Finance Disclosure Regulation. 🔗 Read the full article on Investment IQ: https://lnkd.in/eW8eGvXs #investment #investmentmanagement #wealthmanagement #finance

The UK's SDR If you are interested in the below then this could be an hour well spent! - Understanding the Sustainable Development Reporting (SDR): Who does it apply to? What needs to be reported, and when? How does it benefit investment strategies and market transparency? -Insights from on UKSIF's role in the development of the SDR and its potential to promote informed investment choices. - Exploring the current challenges of disclosure and greenwashing with our panel of experts, and discussing how the SDR can be more than just a compliance tool, but a valuable asset in your investment strategy. - Gaining practical insights on applying SDR Andrew Mather Meike Verhey Lidia Callejo Delgado

The European Securities and Markets Authority (ESMA) published on July 24 recommendations that outlined potential changes to the EU’s sustainable finance regulatory framework. Read More #ESGInsider #ESG

The European Securities and Markets Authority recently issued new Guidelines on the use of ESG and sustainability-related terms in fund names. These Guidelines will introduce mandatory investment requirements and exclusions, with a compliance deadline set for Q1 2025.   To ensure your funds align with these upcoming regulations, find out more https://lnkd.in/gBD6tUAE    #ESG #SustainableInvesting #compliance

The European Securities and Markets Authority (ESMA) published on July 24 recommendations that outlined potential changes to the EU’s sustainable finance regulatory framework. Read More #ESGInsider #ESG

With a bucketload of divisive decisions to be made, there is one easy win for the EU's sustainable finance policy makers: making #disclosure requirements universal. The vast majority of managers will already be collecting the data needed to implement this measure, which can only increase market #transparency. Broad support is already in place. The #SFDR consultation (mostly taken up by asset managers), shows that less than a quarter want to keep the status quo - limiting disclosure requirements to products claiming some level of sustainability integration. Pick the low hanging fruit.

We're running a brilliant webinar unpacking the #SDR next week, giving both insights and some practical lessons learnt with it. Do join us and learn more!

ESMA Publishes Q&A on ESG and Sustainability-Related Fund Naming Guidelines The European Securities and Markets Authority (ESMA), the EU’s financial markets regulator and supervisor, has released a new set of Questions and Answers (Q&As) to clarify the practical application of its Guidelines on funds’ names using ESG or sustainability-related terms. The Q&As aim to promote consistency and a shared understanding among market participants and regulators on critical aspects of sustainable investments. Key topics addressed include green bonds, the threshold for “meaningful investment” in sustainable assets, and the definition of controversial weapons. Key Clarifications: Green Bonds ESMA confirmed that investment restrictions tied to the exclusion of certain companies do not apply to European Green Bonds. For other green bonds, fund managers may adopt a “look-through” approach to evaluate if financed activities align with exclusion criteria. “Meaningfully Investing in Sustainable Investments” A common standard is set: funds must allocate at least 50% of their portfolios to sustainable investments to claim they are meaningfully investing in such assets. Controversial Weapons The Q&A specifies that the exclusion of controversial weapons should align with Principal Adverse Impact Indicator 14 under the Sustainable Finance Disclosure Regulation (SFDR). Background and Rationale The Q&A publication comes in light of the European Green Bonds Regulation, set to take effect soon. ESMA highlighted that sector-specific regulations, such as those under the AIFMD and UCITS Directive, take precedence, necessitating clear guidance for fund managers. These efforts are part of ESMA’s ongoing commitment to fostering transparency and ensuring the smooth application of sustainability guidelines across the EU’s financial markets. #ESMA #ESG #Sustainability #FundNaming #RegulatoryUpdates #SustainableFinance #Compliance #ESGGuidelines #FinanceRegulation https://lnkd.in/g-zECrsX