On May 14, 2024, the European Securities and Markets Authority (ESMA) released its final guidelines on the naming of funds that use ESG or sustainability-related terms. The guidelines, which aim at protecting investors against greenwashing risk, set minimum requirements. Fund managers had until May 21, 2025, to either align with the requirements or change fund names to ensure compliance.

ESMA's new guidelines on fund names using ESG and sustainability-related terms present new challenges and opportunities for financial advisors and investment managers. In this report, we look at how the universe of funds in scope of the ESMA fund naming guidelines has changed in the past 12 months. Download the report now to understand the implications and adapt your investment strategy.