Article 9 products embody a stronger commitment to sustainability, while Article 8 products also incorporate ESG considerations but alongside broader investment objectives. In principle, the …

2025年2月19日 · The SFDR classifies financial products into three categories—Article 6, Article 8, and Article 9—each with distinct disclosure obligations. This article provides an in-depth …

2024年4月1日 · We analyze 1,138 Article 9 funds using the G7 Impact Taskforce typology (ITF, 2021), distinguishing between Environment, Social, and Governance (ESG)-related …

Recent clarification on SFDR has meant that the differences between Article 8 & Article 9 are now more clear. We summarise these new developments.

2022年3月15日 · The EU’s Sustainable Finance Disclosure Regulation (SFDR) aims to improve transparency about the ESG features of investment portfolios by having firms classify them as …

WHAT ARE “ARTICLE 9 FUNDS”? An Article 9 fund is a fund that has sustainable investment as its objective. Sustainable investments are defined in the Disclosure Regulation as any of the …

Article 6, 8 and 9 funds are the three classifications that are applied to all investment products sold within the EU under the EU’s Sustainable Finance Disclosure Regulation, in effect since …

2023年3月30日 · What is Article 9 sustainable investment objective? The sustainable investment objective of Article 9 funds requires that their investment decisions are based on ESG …

In essence, article 6 requires asset managers to disclose the integration of sustainability risks in their funds– regardless if the fund is promoted as ESG or not. Investments promoted as ESG, …

2024年8月19日 · SFDR Article 9: Dark green funds. Article 9 outlines the disclosure requirements for funds with distinct sustainability objectives, where majority of the portfolio consists of ESG …