In March 2018, The European Commission adopted a 10-point action plan, which aims to leverage financial markets in order to address sustainability challenges, especially those related to climate change. Here you will find frequent Morningstar research updates on what the EU Action Plan means for investors, advisers, and asset managers.
The most recent updates and news around the regulation's developments
SFDR Four Months After Its Introduction
How do Article 8 and 9 funds stack up? What are the different interpretations, and different approaches? Which are the most popular Article 8 and 9 fund holdings?
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Guide to the EU Action Plan
The 10-point plan aims to leverage financial markets in order to address sustainability challenges, especially those related to climate change, meaning ESG factors can no longer be viewed as preferential considerations, but key drivers behind every investment decision.
Guide to the SFDR
The EU SFDR requires managers to disclose how sustainability risks are considered in their investment process, what metrics they use to assess ESG factors, and how they consider investment decisions that might result in negative effects on sustainability factors.
The EU Sustainable Finance Taxonomy Explained
This guide serves as a starting point for those likely to be impacted by the EU Taxonomy and its components and will provide an overview of the key legislation and implementation dates, as well as how Morningstar is well positioned to help professionals during this transition period.
EU Taxonomy of Sustainable Activities
Communicating to investors in a common language moves a step closer, but national authorities, large corporations, and collective investment funds face challenges compiling the new data.
EU Sustainable Disclosures
We shine a lens on the latest component of the EU Sustainable Finance Action Plan to go live and explore what investors can expect to see.
Corporate Sustainability Disclosures
An improving picture, but regulation would induce a more-complete and comparable baseline of material information for investors.
Interactive Media Resources
Sustainable Finance Disclosures Regulation
What to Expect From EU Taxonomy Regulation