Sustainable Finance Disclosure Regulation (SFDR)
European Taxonomy
Sustainable Finance Disclosure Regulation (SFDR)
The aim of the SFDR regulation is to establish a pan-European framework to facilitate sustainable investments and provide a harmonised approach to transparency requirements for investors.
Financial Market Participants (FMPs) and Financial Advisors (FAs) will have to publish information on their websites about their policies to integrate sustainability risks into their decision-making processes.
Financial products can be classified on the basis of the inclusion of Environmental, Social and Governance (ESG) criteria in their risk integration, promote ESG characteristics or have sustainable investments as part of their objective.
Sustainability benchmark and amendments to the (MiFID) II
European Securities and Markets Authority (ESMA) proposed to integrate clients’ preferences on sustainability when they are selecting financial instruments.
Sustainability preferences are defined in the MiFID II delegated act.
European Taxonomy
The objective of the Taxonomy regulation is to develop a framework for the promotion of sustainable investments and avoid “greenwashing”.
The Taxonomy regulation establishes 6 environmental objectives.
One of the legislator’s initiatives to ensure greater clarity and transparency for investors is the introduction of two categories of low-carbon benchmarks with similar objectives but different target levels: the EU climate transition benchmark and the EU Paris-aligned benchmark.
The Shareholders Rights Directive II (SRD)
The Shareholders Rights Directive II (SRD) lays down obligations for active managers to communicate how they have exercised their voting rights; or to explain why they did not exercise them.
Another objective of the Directive is to promote long-term participation, far from the short-term strategy that forces companies to achieve perfect quarterly targets.
The Shareholders Rights Directive II (SRD)
Sustainability benchmark and amendments to (MiFID) II
Download the guide
Sustainable Finance Disclosure Regulation (SFDR)
European Taxonomy
Sustainability benchmark and amendments to (MiFID) II
Insurance Distribution Directive (IDD)
Sustainable Finance Regulation (SFDR)
The aim of the SFDR regulation is to establish a pan-European framework to facilitate sustainable investments and provide a harmonised approach to transparency requirements for investors.
Financial Market Participants (FMPs) and Financial Advisors (FAs) will have to publish on their websites information about their policies to integrate sustainability risks into their decision-making processes.
Financial products can be classified on the base of the fact they include Environmental, Social and Governance (ESG) criteria in their risk integration, promote ESG characteristics or have sustainable investments as part of their objective.
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European Taxonomy
The objective of the Taxonomy regulation is to develop a framework for the promotion of sustainable investments and avoid “greenwashing”.
The Taxonomy regulation establishes 6 environmental objectives.
One of the legislator’s initiatives to ensure greater clarity and transparency for investors is the introduction of two categories of low-carbon benchmarks with similar objectives but different target levels: the EU climate transition benchmark and the EU Paris-aligned benchmark.
close
The Shareholders Rights Directive II (SRD)
The Shareholders Rights Directive II (SRD) lays down obligations for active managers to communicate how they have exercised their voting rights; or to explain why they did not exercise them.
Another objective of the Directive is to promote long-term participation, far from the short-term strategy that forces companies to achieve perfect quarterly targets.
close
Click here to download the guide
Sustainability benchmark and amendments to the (MiFID) II
European Securities and Markets Authority (ESMA) proposed to integrate clients’ preferences on sustainability when they are selecting financial instruments. Sustainability preferences are defined in the MiFID II delegated act.
close
Quick guide to the Regulatory Framework