Mini podcast, Regulatory Compliance • January 26, 2024

Regulatory Update: 2024 sustainability Reporting: Alignment to the EU Taxonomy and Preparation for CSRD

Transcript 2024 is already proving to be a very busy year for sustainable finance regulation. One of the biggest developments relates to the first reporting period for companies subject to the Corporate Sustainability Reporting Directive -or CSRD-. Organizations currently subject to the NFRD will need to report for the first time under CS...
Regulatory Compliance • December 11, 2023 • Anya Pineau, Thomas Willman, Alicia León Molina, Andrés Olivares, Ignacio Tamarit

Breaking the Perception of ESG Data Estimations

Estimations can help address ESG data challenges to unlock value for the private markets In recent years ESG has been a fixture in the headlines, with heightened interest from investors and growing concerns about the potential for greenwashing. The need for reliable data has become increasingly paramount. Nevertheless, a notable obstacle ...
EU Taxonomy, Regulatory Compliance, Whitepapers • December 5, 2023 • CDP and Clarity AI

Stronger together: Exploring the EU Taxonomy as a Tool for Transition Planning

CDP and Clarity AI analyze how the EU Taxonomy KPIs relate to the real economy transition In 2023, the full disclosure of EU Taxonomy metrics in annual reports became mandatory for companies subject to the EU’s Non-Financial Reporting Directive (NFRD). Europe was the first region to make taxonomy disclosures mandatory for over 2,000 com...
Regulatory Compliance • December 1, 2023 • Mónica Ramirez, Tom Willman, Pablo Díaz-Varela

3 Lessons Learned Using AI about the SFDR’s First Wave of Entity-Level PAI Reporting

Addressing the main challenges of SFDR entity-level PAI reporting On June 30th, the Sustainable Finance Disclosure Regulation (SFDR) entity reporting period concluded, marking the first deadline for applicable Financial Market Participants (FMPs) (1) to release their Principal Adverse Impact (PAI) statements, so-called entity-level PAI re...
EU Taxonomy, Regulatory Compliance • November 10, 2023 • Gabriele Rossi

Singapore vs EU: Color-Coded Alignment Adds Complexity to the Interoperability of Global Sustainability Taxonomies

A sustainable taxonomy is a framework used to identify and classify economic activities based on their sustainability attributes Often recognized as a gold standard in this domain, the European Taxonomy is considered an example of taxonomy development. Its prominence has not only piqued the interest of investors keen on understanding thei...
Regulatory Compliance • June 5, 2023 • Tom Willman, Claudia Goetz

Global Sustainability Regulatory Round-up: Updates for Asset Managers, Asset Owners and Wealth Managers

From SFDR developments to delays at the SEC to biodiversity in Japan – it’s been a busy month for sustainability regulations Last month witnessed significant sustainability regulatory developments across the globe, especially in relation to the EU Sustainable Finance Disclosure Regulation (SFDR), where the European Commission responde...
Sustainable Investing
EU Taxonomy, Regulatory Compliance • May 19, 2023 • Oscar Gomez Fontana

EU Taxonomy Reporting: First look at the 2022 reported alignment of 400 European companies

The numbers are in! Companies are taking the EU Taxonomy regulation seriously and are actively working to align with it. As the world becomes increasingly aware of the impact of climate change, companies in the European Union are under more pressure than ever to align their practices with the EU Taxonomy regulation. This regulation aims [...
Regulatory Compliance, Webinars • May 17, 2023 • Tom Willman, Renato Coelho

WEBINAR – Overcoming Regulatory Confusion: Understanding Sustainable Investment Fund Frameworks

Regulators have been busy designing their respective regulatory regimes to ensure that capital can flow efficiently to sustainable companies. That objective is extremely complex even more difficult when we take into account that many investors have global interests and therefore will be impacted by multiple regimes. In practice, we see t...
Regulatory Compliance • May 16, 2023 • Renato Coelho

Analysis of Funds uses PAIs to Reveal Significant Differences Across Product Categories and Geographies

Performance and Strategy Across 27,000 Article 6, 8, and 9 Funds For socially responsible investors seeking to invest in companies that align with specific environmental and social goals, Article 9 funds (commonly referred to as dark green) have been a popular choice in the past. However, these funds have become increasingly scarce as we ...
Climate, EU Taxonomy, Regulatory Compliance • April 18, 2023 • Luis Angolotti

The Fossil Gas Debate Turns to the Courts: Alignment under the EU Taxonomy

The Step Towards Banning EU labelling of fossil gas as ‘sustainable’ in the EU Taxonomy. In January of this year, fossil gas electricity generation was included in the EU Taxonomy as one of many activities that could potentially be considered green if they met certain technical criteria. As we anticipated, utility companies are facing...
EU Taxonomy, Regulatory Compliance • January 30, 2023 • Renato Coelho, Ani Widham

Only 14% of Article 9 Funds with an EU Taxonomy objective report on EU Taxonomy alignment

Clarity AI reviewed EETs from 356 Article 9 funds that have provided periodic reporting data in their EETs since October 2022. Out of those funds, 57 report having an EU Taxonomy Alignment objective that is greater than 0, but only 14%, are actually reporting what their EU Taxonomy Alignment value is. Therefore 86% of funds […]
Regulatory Compliance, Webinars • January 19, 2023 • James Alexander (UKSIF), Chris Dodwell (Impax AM), Thomas Willman and Johanna Conil-Lacoste (Clarity AI)

SDR: How Can the UK Build an Effective Regulatory Framework?

The UK has a unique opportunity to build a robust regulatory framework, in light of the SFDR already implemented in the EU. Experts from UKSIF, Impax AM and Clarity AI discuss the market expectations on the Sustainability Disclosure Requirements (SDR), and how it compares to the current sustainable finance regulations in place.
Regulatory Compliance • December 12, 2022 • Tom Willman

The European Supervisory Authority further clarifies SFDR and Taxonomy regulation – but key questions still remain

The ESA releases “Questions and answers (Q&A) on the SFDR Delegated Regulation” The European Supervisory Authority (ESAs) released their response to the European Commission’s questions on SFDR. The questions and answers (Q&A) on the SFDR Delegated Regulation are relevant for any investor who wants to remain at the front of t...
Regulatory Compliance • December 7, 2022 • Thomas Willman

Expanding beyond the Non-financial Reporting Directive (NFRD) and introducing the Corporate Sustainability Reporting Directive (CSRD)

Decoding the impact of the Corporate Sustainability Reporting Directive (CSRD) The European Parliament adopted the Corporate Sustainability Reporting Directive (CSRD) on 10 November. The CSRD is Europe’s disclosure regime for  non-financial corporations and the directive will extend both the reporting requirements and entities in scope...
Regulatory Compliance • December 1, 2022 • Thomas Willman

Explaining the FCA’s Consultation Paper on the UK’s Sustainable Disclosure Requirements (SDR)

What’s new from the FCA’s consultation paper, and how does SDR compare to the EU’s SFDR? The FCA published its delayed Sustainable Disclosure Requirements (SDR) consultation paper (CP). SDR will mandate the disclosures that different sustainable funds need to make in the UK, and outlines three labels to represent different types of ...
EU Taxonomy, Regulatory Compliance • October 19, 2022 • Oscar Gomez Fontana, Luis Angolotti, Patricia Pina

EU Taxonomy Reporting: The Leaders and the Laggards

On January 1st, 2022, the EU Taxonomy entered into force, requiring companies under the Non-Financial Reporting Directive (NFRD) to disclose, over the course of 2022, the percentage of their activities that are eligible for the EU Taxonomy under the objectives of Climate Change Mitigation or Climate Change Adaptation. The regulation envis...
Exclusive
Regulatory Compliance • October 19, 2022 • Oscar Gomez Fontana, Luis Angolotti, Patricia Pina

EU Taxonomy Reporting: The Leaders and the Laggards

On January 1st, 2022, the EU Taxonomy entered into force, requiring companies under the Non-Financial Reporting Directive (NFRD) to disclose, over the course of 2022, the percentage of their activities that are eligible for the EU Taxonomy under the objectives of Climate Change Mitigation or Climate Change Adaptation. The regulation envis...
Limited Data
Regulatory Compliance • August 5, 2022 • Luis Angolotti and Serhat Öngen

The EU Taxonomy’s Data Hierarchy: Decoding Reported, Equivalent and Estimated Data

How Clarity AI’s EU Taxonomy solution can help you distinguish data types Together, the EU Taxonomy and SFDR regulations create rules for how financial market participants (mainly asset managers) have to disclose sustainability-related information. For example, asset managers offering financial products that promote environmental ch...
Exclusive
Regulatory Compliance • April 11, 2022 • Rodolphe Bocquet, Mikel Alvarez

Three Reasons Why MiFID II Opens A New Paradigm For Sustainable Investment

EU Regulation: The latest extension to the MiFID II directive explained An extension to MiFID II is one of the key components of the comprehensive European Commission’s sustainable finance regulatory agenda, alongside SFDR, EU Taxonomy and CSRD. Among a host of new MiFID II requirements is one major change – distributors and financial...
Regulatory Compliance • April 7, 2022 • Andres Olivares, Henry Lin, and Camila Mateo Volkart

Particulate Matter Emissions Is An Issue Companies of All Sizes Must Address

Small and mid cap companies have an important part to play in meeting EU Taxonomy objectives The World Health Organization (WHO) is using World Health Day to place an emphasis on clean air. Businesses have a crucial role to play in reducing air pollution. Understandably, it is often large companies that are singled out as […]
Green Funds
Regulatory Compliance • March 17, 2022 • Patricia Pina, Rodolphe Bocquet, Carmen Boulet, Luis Angolotti, Javier Rodriguez

EU Taxonomy: Using Tech to Analyze “Green” Fund Performance

Overcoming EU Taxonomy reporting challenges with a data science approach In today’s sustainable investment markets, a growing cadre of emerging finance taxonomies aim to clarify what it means to be sustainable. As a common classification system for sustainable economic activities, the EU taxonomy is a pioneer in the field and will be in...
Exclusive Green Funds
Regulatory Compliance, Whitepapers • March 17, 2022 • Patricia Pina, Rodolphe Bocquet, Carmen Boulet, Luis Angolotti, Javier Rodriguez

EU Taxonomy: Using Tech to Analyze “Green” Fund Performance

Overcoming EU Taxonomy reporting challenges with a data science approach In today’s sustainable investment markets, a growing cadre of emerging finance taxonomies aim to clarify what it means to be sustainable. As a common classification system for sustainable economic activities, the EU taxonomy is a pioneer in the field and will be in...
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