On 13 December 2024, the European Securities and Markets Authority (ESMA) issued Q&As on the application of its guidelines on funds’ names using ESG or sustainability-related terms (Guidelines).
Background
On 21 August 2024, ESMA announced that it had published translations of the Guidelines in all official EU languages.
Following the publication
In this latest episode of our podcast series, Let’s talk asset management, Cyril Clugnac and Simon Lovegrove discuss the European Securities and Markets Authority’s final guidelines on funds’ names using ESG or sustainability-related terms. The guidelines apply from 21 November 2024.
We have also published a briefing note on ESMA’s guidelines.
Listen to the podcast
On 30 October 2024, the European Supervisory Authorities (ESAs) issued a joint report that assesses both entity and product-level Principal Adverse Impact (PAI) disclosures under the Sustainable Finance Disclosure Regulation (SFDR).
The report follows a survey from Member State competent authorities (NCAs) on the current state of
On 14 October 2024, the European Securities and Markets Authority (ESMA) published an updated version of its implementation timeline on sustainable finance.
The implementation timeline covers:
We have updated our briefing note on ESMA guidelines on funds’ names using ESG or sustainability-related terms.
The updated briefing note is here.
On 7 August 2024, the European Commission (Commission) published frequently asked questions (FAQs) intended to clarify the interpretation of certain provisions on sustainability reporting introduced by the Corporate Sustainability Reporting Directive.
The FAQs also include a limited number of clarifications concerning the interpretation of certain provisions of the first set of
On 25 July 2024, the European Supervisory Authorities issued an updated version of its consolidated questions and answers on the SFDR and the SFDR Delegated Regulation.
The ESAs have added answers to a number of new questions including:
On 18 June 2024, the European Supervisory Authorities (ESAs) published an opinion on the assessment of the Sustainable Finance Disclosure Regulation (SFDR).
The ESAs have delivered this opinion on their own initiative, and it is published in the context of the review of the SFDR by the European Commission (Commission
Last November the Financial Conduct Authority (FCA) published Policy Statement 23/16 (PS23/16) containing final rules and guidance on sustainability disclosure requirements (SDR) and investment labels (UK SDR regime). The rules and guidance are currently limited to UK asset managers and essentially the requirements comprise of two components
On 14 May 2023, the European Securities and Markets Authority (ESMA) published the Final Report containing Guidelines on funds’ names using ESG or sustainability related terms. The Final Report follows a public consultation which ran from 18 November 2022 to 20 February 2023 and a statement on 14 December 2023.
The objective of