Knowledge Base
Questions
What percentage of European funds classified as Article 8 and 9 now declare that they consider PAI according to the Joint ESAs report of October 2024?
What is the minimum threshold of sustainable investments required for a product classified as Article 9 according to the June 2022 ESMA interpretation?
What is the main obligation under Article 3 of the SFDR regarding transparency?
Types of entity-level obligations under the SFDR
Click to see answer
The SFDR classification into Articles 8 and 9 was initially designed as a 'quasi-labelling' system by the European legislator.
The SFDR 2.0 proposal introduces a new 'Transition' category with a minimum of 70% sustainable investments or credible transition plans.
How many national authorities detected incorrect or misleading disclosures in more than 20% of sampled funds during the Common Supervisory Action exercise 2023-2024?
Categorize items by dragging them to the appropriate zones
Items to categorize:
Product classification
Quantitative obligations
Structural obligations