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New ESG changes to MiFID II - What investment firms and banks need to know

The European Commission has finalised its proposed ESG-related changes to MiFID II. These are intended to fit together with SFDR, and are part of a suite of ESG related changes being made via amends to AIFMD, the UCITS...more

Latest RTS for taxonomy and SFDR – detailed product disclosure regime

As the start date for the EU Taxonomy Regulation looms, the ESAs have published their final draft of the RTS for the taxonomy’s product disclosure requirements. ...more

Greenwashing - key risks and issues in financial services

As appetite in the market for “green” and ESG badged products grows and grows, so too grows the number of legislative and regulatory initiatives intended to prevent or mitigate the risk of greenwashing. ...more

SFDR and Taxonomy Regulation deadlines – A compliance checklist for private banks, wealth managers and advisers

A number of deadlines are looming for private banks, wealth managers and advisers as the next stage of the EU’s Sustainable Finance Disclosure Regulation (SFDR) and Taxonomy Regulation begins to apply – this briefing gives a...more

SFDR and taxonomy regulation deadlines – What asset managers need to know

A number of deadlines are looming for asset managers as the next stage of the EU’s Sustainable Finance Disclosure Regulation (SFDR) and Taxonomy Regulation begins to apply – this briefing gives a snapshot on what is required...more

Great Fund Insights - New SFDR Principle Adverse Impacts (PAI) regime - key points

The most innovative and challenging aspect of the EU’s Sustainable Finance Disclosure Regulation (SFDR) is probably the new principal adverse impacts or PAI regime. This is being introduced in stages, starting from 10 March...more

New SFDR principal adverse impacts (or PAI) regime – key points

The new principle adverse impacts or PAI regime is one of the most challenging elements of the EU’s Sustainable Finance Disclosure Regulation (SFDR). It will require relevant firms to provide extensive disclosures on various...more

SFDR Principles Explained: New RTS Provides Guidance On Key Issues

Under SFDR, the European Supervisory Authorities (ESAs) have been mandated to develop various Level 2 measures, to take the form of Regulatory Technical Standards (RTS). On 4 February 2021, the ESAs published their final...more

New RTS for sustainable finance disclosure regulation (SFDR) – key points for fund and asset managers

As Firms continue to implement SFDR, which applies on 10 March 2021 across the EU, our latest Great Fund Insights client alert gives further detail on the Regulatory Technical Standard and how firms can make sense of the new...more

ESG and SFDR regulatory developments for funds and asset managers

The European Commission and other bodies continue to press ahead with an ambitious Environmental, Social and Governance (ESG) sustainability agenda, with a number of further initiatives in the pipeline. ...more

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