The Federation of European Independent Financial Advisers
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Sustainable finance – are you ready for 10th March 2021?

The Sustainable Finance Disclosure Regulation has implications for investment services licence holders – defined as Financial Market Participants, Financial Advisers, and Financial Products, with disclosure requirements applying both at “entity” level and at “product” level. Here is a short summary of the requirements.

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EC: report on renewed sustainable finance strategy

The European Commission has published a summary report of its consultation on the EU sustainable finance strategy.

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ESG & investment – return on sustainability

The current regulations of the EU Commission and the increasing demand from investors mean that ESG or sustainability criteria will be of decisive importance in the future, not only for impact investors.

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ESMA publishes final rules on Sustainable Finance Disclosure Regulation

ESMA has published a final report on the SFDR, which requires asset managers and financial advisers to make a range of sustainability-related disclosures to investors.

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Will SFDR be meaningful and not a confusing productivity drain?

It did not have an auspicious start and even after a rewrite the rules may prove excessively prescriptive. The EU’s green agenda is taking major strides this year with the launch of the Sustainable Finance Disclosure Requirements.

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ESG disclosure regulation

Sustainable investing and ESG are rising to the top of the agenda in the financial services industry, with a vast array of new industry bodies and initiatives both in the EU and globally. This document is entitled “New ESG disclosure regulation (SFDR) – what private banks, wealth managers and advisers need to know” (and is only 8 pages long).