Sustainable Finance
SFDR and the Taxonomy Regulation | PDF
Regulators Provide Guidance on Implementation (April 2022)
The updated supervisory statement on the application of the Sustainable Finance Disclosure Regulation was recently published by the European Supervisory Authorities, followed by a meeting between Irish Funds industry representatives and the Central Bank of Ireland to discuss implementation issues.
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Sustainable Finance and Investment Funds | PDF
2020 saw the climate crisis and sustainability enter the mainstream globally, with governments and regulators prioritising sustainability in their agendas.
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New ESG Disclosure Requirements | PDF
This note focuses on the Sustainable Finance Disclosure Regulation, known as the SFDR or the Disclosure Regulation.

Specific Requirements for Article 8 Light Green Funds| PDF
This note focuses on the Sustainable Finance Disclosure Regulation,
known as the SFDR or the Disclosure Regulation, and in particular the requirements for investment funds that fall within the scope of Article 8 of the Disclosure Regulation, known as “Light Green” funds

Specific Requirements for Article 9 Dark Green Funds | PDF
This note focuses on the Sustainable Finance Disclosure Regulation,
known as the SFDR or the Disclosure Regulation, and in particular the requirements for investment funds that fall within the scope of Article 9 of the Disclosure Regulation, known as “Dark Green” funds.

The Principal Adverse Impact Statement | PDF
This note focuses on the Sustainable Finance Disclosure Regulation, known as the SFDR or the Disclosure Regulation, and in particular the requirements relating to the principal adverse impact statement (“PAIS”)

ESG Related Changes to UCITS & AIFMD Level 2| PDF
This note focuses on the elements of the Action Plan related
to amendments to measures adopted under the UCITS Directive and the Alternative Investment Fund Managers Directive (“AIFMD”) (known as “level 2” measures) relating to the integration of sustainability factors.

Webcasts
Mandatory Disclosure Templates in the SFDR / Taxonomy RTS
Tara Doyle shares her views on the mandatory disclosures templates, which are now being considered by the European Commission.
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Recent changes to the mandatory disclosure templates under the latest SFDR RT
Philip Lovegrove outlines why the “tick-the-box” disclosures defining sub-categories under the Article 8 and Article 9 SFDR categories may be a welcome development.

SFDR Article 8 Funds
Barry O'Connor discusses Light Green Funds as part of the Webinar Series
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SFDR General Disclosure Requirements
Michelle Ridge discusses the general disclosure requirements under the SFDR as part of the Webinar Series
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SFDR Policies
Shay Lydon discusses the sustainability risk policy and remuneration policy requirements under the SFDR as part of the Webinar Series
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SFDR Article 9 Funds
Oisin McClenaghan discusses Dark Green Funds as part of the Webinar Series
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The Principal Adverse Impact Statement
Sarah O'Meara discusses the PAIS requirements under the SFDR as part of the Webinar Series.
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