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 ...
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 ...
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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