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SFDR Article 8 and Article 9 Funds: Q2 2023 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. Over Q2 of 2023, assets in Article 8 and Article 9 funds rose by 1.4% and for the first time passed the EUR 5 trillion-milestone. About 180 funds upgraded to Article 8 from Article 6, while only six downgraded to Article 8 from Article 9.

This report provides an update on the landscape of Article 8 and Article 9 funds at the end of June 2023, examining aspects such as flows, assets, product launches, fund reclassifications, sustainable investment targets, and other data from the European ESG Template, or EET.

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SFDR Article 8 and Article 9 Funds: Q2 2023 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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