ESG Today

JULY 1, 2024

Investment management firm Fidelity International announced that it has revised its sustainable investing framework, launching a new 3-tiered system categorizing funds by their level of ESG integration, citing an evolving ESG client and regulatory landscape.

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Chris Hall

JULY 3, 2024

Fidelity International has made revisions to its sustainable investing framework to adjust to a changing ESG regulatory landscape, aiming to provide investors with greater transparency on its funds. ESG Target’ is the most robust of the three categories, and applies Article 8 and Article 9-classified SFF funds.

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ESG Today

NOVEMBER 6, 2024

In its review, however, the Commission expressed concern that the Article 8 and 9 classifications were being used as de-facto sustainability quality labels, raising potential greenwashing risks.

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ESG Today

JUNE 10, 2024

According to Candriam, the new fund is being launched as the world faces a water shortage, exacerbated by the impacts of climate change, with growing scarcity emerging as one of the leading challenges for sustainable development, driving a need for investment of nearly $23 trillion for essential infrastructure by 2050.

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Chris Hall

MARCH 7, 2024

Re-categorisation marks latest shift to bolster sustainable investment and analytical resources, as focus on smaller firms offers greater impact for investors. The shift means Matthews’ funds now comprise 14 Article 8 funds, and one Article 9 fund, as designated under the EU Sustainable Finance Disclosure Regulation (SFDR).

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Chris Hall

DECEMBER 19, 2023

Market participants flag importance of double materiality to enhance Article 8/9 definition alignment, stress need to recognise transition strategies. Risk of uncertainty French asset manager Mirova’s response said the current definition of Article 8 products is “too broad”, while the definition of Article 9 is “too narrow”.

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ESG Today

MAY 13, 2024

Investment management firm Fidelity International announced the launch of two new SDG-focused fixed income funds, including Fidelity Funds 2 – Sustainable Social Bond Fund, and Fidelity Funds 2 – Sustainable Global Corporate Bond Fund.

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ESG Today

FEBRUARY 13, 2023

Providers of sustainable and ESG investment products in Europe should be required to follow specific ESG approaches, and provide products that meet certain environmental criteria, according to a series of proposals released today by France’s financial market regulator, The Autorité des marchés financiers (AMF).

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Chris Hall

APRIL 3, 2024

A rebound in Article 8 and 9 products over past year leaves sustainable funds accounting for the majority of the German market, according to Scope Ratings. This means the number and assets under management (AUM) of light green (Article 8) and dark green (Article 9) products had increased again so far this year.

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ESG Today

NOVEMBER 24, 2022

Leading European asset manager Amundi has chosen to reclassify nearly all of its sustainable investment funds previously categorized as Article 9 under the EU’s Sustainable Finance Disclosure Regulation (SFDR) to the less stringent Article 8 level.

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3BL Media

SEPTEMBER 19, 2022

DESCRIPTION: This article first appeared in Sustainable Investment: [link]. Sustainability disclosure and client demand is fundamentally changing how fund management teams operate. These adjustments fundamentally apply to Article 8 funds. By Ian Povey-Hall. SOURCE: Acre. Here's how.

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Chris Hall

MARCH 15, 2024

Sustainable growth? It is not hard to see why offering sustainable investments is so appealing to companies. With such demand for sustainable investing, regulators and lawmakers around the world have become increasingly concerned about the risk that some will take advantage by greenwashing. It is big business.

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Chris Hall

MARCH 17, 2022

Delays to corporate sustainability reporting legislation makes investor assessments more challenging, says Clarity AI. . Equity funds labelled as Article 8 under the EU’s Sustainable Finance Disclosure Regulation (SFDR) are no more aligned with the environmental taxonomy than non-ESG funds, according to Clarity AI. .

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ESG Today

JULY 18, 2022

UK-based investment company abrdn announced today the transition of three SICAV funds, including its flagship Asia Pacific Equity Fund, to sustainable investment products classified as Article 8 (products promoting environmental or social characteristics) under the Sustainable Finance Disclosure Regulation.

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ESG Today

MAY 15, 2023

More than a quarter of Article 8 funds contain ESG or Sustainable terms in their names. In its examination of Article 8 funds, for example, Clarity AI found that only 20% of those with the term “sustainable” (or similar) plan to meet ESMA’s 50% investment threshold, and a further 20% plan to make less than 10% sustainable investment.

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ESG Today

OCTOBER 31, 2023

The new funds are classified as Article 9 under the EU’s Sustainable Finance Disclosure Regulation (SFDR) indicating that they have sustainable investment as their objective.

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Chris Hall

SEPTEMBER 12, 2024

The fund is categorised as Article 8 under the EU’s Sustainable Finance Disclosure Regulation. Candriam, owned by New York Life Investments, has approximately €145 billion (US$159.79 The post Candriam Captures the Long and the Short of Sustainable Investing appeared first on ESG Investor.

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Jon Hale

APRIL 5, 2022

Sustainability Matters Few ESG funds exclude defense stocks or all fossil-fuel stocks From the very first days of Russia’s invasion of Ukraine, the war has been held up as supposedly revealing “fundamental flaws” in sustainable investing. Critics seem to think sustainable investing is dogmatic, monolithic, and undifferentiated.

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3BL Media

JANUARY 24, 2022

Articles, Videos and Podcasts. For this commemorative issue we are looking back and including many of our Readers’ Favorites, i.e., the most-read articles according to Google Analytics. We have also included a few of our own favorite GreenMoney articles, videos and podcasts. SOURCE: GreenMoney Journal. of Morningstar.

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Environmental Finance

NOVEMBER 3, 2023

The EU should scrap the widely "misused" sustainability categories at the heart of its flagship sustainable investment regulation, the Dutch financial markets regulator has recommended.

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Chris Hall

NOVEMBER 15, 2024

Investor interest in sustainable funds continues to grow rapidly. In the EU, the market share of Article 8 and Article 9 funds rose further to more than 60% of the funds (with Article 8 funds alone accounting for 56%), reaching €6 trillion in value by the third quarter of 2024.

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Chris Hall

MAY 9, 2024

Consultation results reveal investors and industry networks undecided on whether to leave Articles 8 and 9 behind. More than half of respondents, however, did indicate their preference for a new system moving away from the Article 8 and 9 classifications, while the other third wanted to keep these existing categories.

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3BL Media

OCTOBER 20, 2022

(pictured above) Over time and with much, sometimes painful, lived experience, we began to realize that not only should program and investment not exist separately but sometimes there were important learnings to be achieved when they were contemplated together. Read more about aobut the learnings in this article. .

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3BL Media

FEBRUARY 22, 2022

According to a 2021 survey by Morgan Stanley, 99 percent of millennials surveyed were interested in sustainable investing, an all-time high. Interest in sustainability persisted despite the COVID-19 pandemic and climate change is the key focus. Read Lana's full article here - [link]. Here's how. .

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Chris Hall

JANUARY 6, 2023

Asset managers are exercising greater caution by downgrading their Article 9 funds in lieu of clear guidance. . Let’s say you have an Article 9 fund which must invest (almost) all of its assets in sustainable investments. Is the entire holding in the investee company a sustainable investment or only 60%?

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Chris Hall

NOVEMBER 15, 2023

Industry experts have stressed the need for simplicity and clarity around Europe’s ESG fund labelling, as the European Commission’s Sustainable Finance Disclosure Regulation (SFDR) consultation deadline looms.

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Chris Hall

JULY 21, 2023

Understanding SFDR classifications One of the key frameworks guiding investment decisions is the EU’s Sustainable Finance Disclosure Regulation (SFDR). SFDR offers three main classifications: Article 6, Article 8, and Article 9. Additionally, it requires the faith of the largest fund managers.

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ESG Today

NOVEMBER 7, 2023

The regulation includes classification levels for sustainability-focused investment funds, including ‘Article 8’ funds that “promote environmental or social characteristics or a combination of those characteristics,” and the more stringent ‘Article 9’ funds, “which have sustainable investment as their objective.”

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ESG Today

SEPTEMBER 2, 2024

Northern European financial services company SEB announced the launch of the SEB Global Sustainable Companies Fund, a new index-linked global fund investing only in companies that are classified as “sustainable,” while aiming to generate a return and risk profile in line with its underlying benchmark.

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3BL Media

MARCH 21, 2022

DESCRIPTION: The dramatic growth of sustainable portfolios has raised big questions for investors. Recent prominent media articles have warned of a bubble and criticized sustainable portfolios for being ineffective as agents of change. Sustainable investment funds are mushrooming. Regulation is never perfect.

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Chris Hall

APRIL 25, 2023

Global sustainable funds attracted US$29 billion of net new money in the first quarter of 2023, down from nearly US$38 billion in the previous quarter, according to Morningstar’s latest Global Sustainable Fund Flows report.

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ESG Today

MAY 30, 2024

Of the funds examined 74% were classified as Article 8 under the EU’s SFDR regulation, 19% were classified as the more stringent Article 9, and 7% were Article 6. For the study, Clarity AI identified 3,256 EU-domiciled funds using environmental or impact terms in their names.

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ESG Today

APRIL 13, 2023

The regulation includes classification levels for sustainability-focused investment funds, including ‘Article 8’ funds that “promote environmental or social characteristics or a combination of those characteristics,” and the more stringent ‘Article 9’ funds, “which have sustainable investment as their objective.”

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ESG Today

OCTOBER 3, 2023

The Sustainable Index and EFT methodology enables index and ETF providers to build, define and/or market products that fall within the European Union’s definition of Sustainable Investment, outlined in Article 2(17) of the SFDR.

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Chris Hall

NOVEMBER 18, 2024

New funds will have to comply with the rules from 21 November, while existing funds have until May 2025. These rules were introduced in the wake of a consultation seeking feedback on the current requirements of SFDR , which asked whether its Article 8 and 9 disclosure categories should be more formally established as fund labels.

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Chris Hall

JANUARY 26, 2024

The net outflows in Q4 were largely driven by US investors, who pulled a record US$5 billion from US sustainable funds in the quarter. billion (US$29 billion) of outflows in Q4, while Article 9 funds suffered first-ever quarterly outflows of €4.7 Article 6 funds experienced net inflows of €15.7

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ESG Today

APRIL 11, 2024

Through our benchmark offering, we aim to unleash the power of data to increase transparency around the performance of ESG funds to enable more opportunities for capital to flow to sustainable investments”.

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