EU Sustainable Finance Action Plan Resources

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.


Spotlight

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.

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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.

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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.

The cover of the EU Taxonomy of Sustainable Activities report
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.

The cover of the EU Sustainability Disclosures report
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.

The cover of the Corporate Sustainability Disclosures report
Corporate Sustainability Disclosures

An improving picture, but regulation would induce a more-complete and comparable baseline of material information for investors.

Interactive Media Resources


WEBINAR

Sustainable Finance Disclosures Regulation

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INTERVIEW

What to Expect From EU Taxonomy Regulation

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Product Demo

SFDR Data points in Morningstar Direct

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A round-up of releases over the last quarter from regulators around the globe on a range of topics from fund pricing to disclosure to new market studies.

Morningstar Products Supporting the EU Action Plan Regulation

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Morningstar® Data
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