Introduction
Talks about the Sustainable Finance Disclosure Regulation (SFDR) have been going on for five years. But if you ask around, you will notice that there is still a lot of confusion about what needs to be done. Understandably.
The regulation is complicated and demands quite a lot of preparation from all types of stakeholders, from 3-people asset management teams to the largest banks in Europe. Comes this guide: we use a pragmatic approach to explain exactly what you need to do in order to comply with SFDR and hopefully thrive in the next years, when demand for sustainable finance readiness will continue to grow.
Who can benefit from this guide
Any FMP who is wrapping their head around SFDR requirements in order to be compliant with the regulation and meet the deadlines. But also, any FMP who is managing Article 6 funds and, at any point in time, would like to launch an Article 8 or 9 fund or upgrade one of their existing financial products.