Sustainable Finance

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.

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 Principle 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.