SFDR Four Months On

Four months after the implementation of new regulation that asks fund groups to give details on their investments' ESG risks, we look at the landscape

Hortense Bioy, CFA 3 August, 2021 | 10:32AM
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On March 10, the EU Sustainable Finance Disclosures Regulation (SFDR) took effect, requiring for the first time that asset managers provide information about their investments' ESG risks as well as impact on society and the planet. Funds have been classified into one of three categories, Article 6, 8, or 9, based on the sustainability objective. Article 8 and Article 9 funds will be asked to provide more detailed ESG disclosure, as laid out below. 

SFDR fund classification graphic

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SFDR: Four Months On

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About Author

Hortense Bioy, CFA

Hortense Bioy, CFA  is global head of sustainability research at Morningstar

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