SFDR: Four Months After Its Introduction
Article 8 and 9 Funds in Review

On 10 March, the EU Sustainable Finance Disclosures Regulation took effect, requiring for the first time that asset managers provide information about their investments' ESG risks as well as impact on society and the planet. Funds have been classified into one of three categories, Article 6, 8, or 9, based on the sustainability objective.

In this guide, you will learn:
  • What Are SFDR's Article 8 and 9 Funds?
  • Assets in Article 8 and 9 Funds
  • Asset Manager Ranking
  • Different Interpretations, Different Approaches
  • How Do Article 8 and 9 Funds Stack Up?
  • The Most Popular Article 8 and 9 Fund Holdings?