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The principal adverse impact (PAI) on sustainability factors considered by more ESG funds than any others is their underlying companies’ exposure to controversial weapons, closely followed by their involvement in violation of the United Nations Global Compact (UNGC) principles.
Advisers are already faced with a huge amount of information when it comes to ESG and investments. However, they require access to clear, detailed and comparable reporting on ESG, if they are to meet both clients’ needs and regulatory requirements.
The EET was developed to help with the data provision for the SFDR, which was due to kick in fully on 1 July this year, just ahead of the changes to MiFID II. But now that the level 2 rules for SFDR won’t take effect until 1 January 2023, the order has been reversed and the new MiFID requirements will come in first.
Are Eco-labels opening the door to more divergence across the ESG reporting landscape? Eco-labels are distinct and separate from the recently introduced disclosures under the Sustainable Finance Disclosure Regulation (SFDR) and are awarded to funds as a validation of their ESG credentials. Learn more about Eco-labels and how FE fundinfo guides managers through the process of applying for them.
Mikkel Bates, Regulatory Manager, dives into country specific approaches to the Sustainable Finance Disclosure Regulation (SFDR) and whether there is a greater need for consistency across borders. France and Germany currently lead the way in setting higher standards, with France recently introducing legal sanctions against greenwashing.
Mikkel Bates, Regulatory Manager at FE fundinfo, reflects on the regulations that did and did not go to plan this year in light of the global pandemic, and how the fund management industry is placed to face new regulatory changes in 2021.
The 2020 FE fundinfo Financial Adviser survey is now in its 5th year running. Between the months of November and December 2019 (before the Covid-19 pandemic), we asked 271 financial advisers about their 2020 outlook.