All article 9 articles
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NewsFondo Mario Negri avails itself of SFDR ‘principal adverse impact’ opt-out
Italian pension fund cites data accessibility and regulatory uncertainty as the main reasons
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NewsEthos launches first SFRD 9 fund with Banque Cantonale Vaudoise
Fund managers will focus on companies whose products, services, or behaviour are in line with values set out in the Ethos Foundation Charter
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NewsSFDR: ESAs call for ‘transition’ label, consumer testing, govvie framework
ESAs propose product classification system to replace Articles 8 and 9 categorisation, with a dedicated transition label
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NewsWhat do ESMA’s sustainable fund-naming rules mean for asset managers?
New guidelines apply to all EU funds and could lead to divestments and rebrands for thousands, as well as SFDR shake-up
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NewsESMA’s latest guidance expected to improve transparency, says Eurosif
The forum is urging the European Commission to adopt ESMA’s recommendations to modify the SFDR Regulatory Technical Standards published in December 2023
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NewsSFDR feedback report confirms market split over labelling categories
Feedback summary report shows market is undecided over what it wants from next steps for Sustainable Finance Disclosure Regulation (SFDR)
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NewsArticle 9 funds outflows continue amid ongoing regulatory uncertainty
Flows into Article 8 funds rebounded after three quarters of outflows
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NewsPension bodies and asset managers disagree over SFDR reform
European Commission acknowledges need to review legal foundations of SFDR and proposes two new options in consultation
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NewsDutch financial markets authority backs proposals to abolish Articles 8 and 9 categories
AFM has been among those to have highlighted the misuse of SFDR by the investment industry
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NewsArticle 8 funds outflows continue amid persistent macroeconomic pressures
Assets in Article 8 and Article 9 funds shrank by 1.3% over the third quarter of 2023, driven mostly by market depreciation, according to Morningstar
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NewsAsset managers tread carefully following DWS’s fine by SEC
Industry focuses on prudent stance in light of greenwashing risks
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NewsAustrian asset managers flock to equity, sustainable funds in H1
Assets under management this year totalled approximately €207.6bn
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NewsESG roundup: Asset managers still invest in assets misaligned with Paris Agreement
Plus: Article 8 funds suffer outflows of €14.6bn, says Morningstar report; GSS bonds could claim EU green bond standard label
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NewsDACH roundup: Returns on equities boost Swiss pension schemes’ funding ratios
Plus: BaFin lays out classification method for pension funds’ assets according to SFDR
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News20 largest Dutch pension funds all opt for article 8 arrangements
Larger pension funds are much more likely to promote sustainability characteristics under SFDR
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NewsClimate roundup: There can be no net zero without climate finance, says Climate Group
Plus: Federated Hermes sets up ‘article 9’ fund with CCLA
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NewsBaFin updates guidelines on taxonomy-compliant gas and nuclear investments
The new guideline does not apply if nuclear energy and fossil gas are excluded from the pool of investments
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NewsWave of sustainability downgrades affects pension funds too
If an asset manager has downgraded a lot of funds from Article 9 to Article 8 under the SFDR, this could be an indication of greenwashing
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NewsEU standards for ESG benchmarks could give funds ‘automatic’ pass under SFDR
Index providers will often direct clients to third-party data houses if they want more details about ESG
