SFDR Article 8 and Article 9 Funds: Q2 2024 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 the second quarter of 2024, Article 8 funds netted about EUR 26 billion of new money, up from the restated EUR 18 billion in the first quarter. But these pale in comparison to Article 6 fund flows of EUR 107 billion in the first half of the year.

This report provides an update on the landscape of Article 8 and Article 9 funds at the end of Q2 2024, examining aspects such as flows, assets, product launches, fund reclassifications, sustainable investment targets, and other data from the European ESG Template, or EET.