SFDR Article 8 and Article 9 Funds: Q1 2025 in Review
Since the European Union's Sustainable Finance Disclosure Regulation came into force in March 2021, asset managers have been required to provide more information on the sustainability risks and impact of their investment products sold in the EU.
In Q1 of 2025, Article 8 funds netted an estimated EUR 52 billion of net new money, the highest inflows since 2021, supported by increased subscriptions into fixed-income funds.
This report provides an update on the landscape of Article 8 and Article 9 funds, examining aspects such as flows, assets, product launches and closures, fund name changes, sustainable investment targets, and taxonomy alignment levels.
What's Inside
- An overview of Article 8 and Article 9 Fund Universe
- An analysis of the funds that altered their SFDR status
- A closer look at Article 8 and Article 9 funds through the lens of the European ESG Template