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SFDR Article 8 and Article 9 Funds: Q3 2022 in Review

With the European Union's Sustainable Finance Disclosure Regulation now in effect, many asset managers are preparing to implement the regulatory technical standards that will come into effect in early 2023. These standards require managers to disclose more information on their ESG approach, sustainability risks, and impact. As a result of this heightened regulatory scrutiny, many managers have downgraded Article 9 funds to Article 8 to meet the new standards. This report provides an in-depth analysis of the current state of Article 8 and Article 9 funds, including trends in flows, assets, and products. Additionally, it explores key data points shared by asset managers via the EET, including minimum sustainable investment and taxonomy alignment exposures and PAI considerations.



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SFDR Article 8 and Article 9 Funds: Q3 2022 in Review

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

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