May 2022

Sustainable Funds Labeling Under Examination

The public appetite for sustainable investment is by now well understood and something that is uppermost in the minds of those responsible for the marketing of investment fund products. But the ability of concerned investors looking to target funds that adhere to environmental, social, and corporate governance (ESG) standards is compromised by confusion over terminology related to investment practices.

What's Covered?

  • How to define ESG
  • From portfolio exclusions to active ownership
  • Classifying funds under SFDR
  • SFDR prompts investment funds upgrades