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Morningstar’s Guide to the SFDR

The EU’s Sustainable Finance Disclosure Regulation (SFDR) raises the bar for investment products by setting strict minimum-disclosure standards to prevent greenwashing. Managers must disclose how sustainability risks are considered in their investment process, what metrics they use to assess ESG factors, and how they consider investment decisions that might result in negative effects on sustainability factors.

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What's Inside

  • What the SFDR is and who it affects.
  • Key pieces of legislation and implementation dates.
  • New solutions from Morningstar and Sustainalytics to help professionals during this transition period.

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