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Robeco - The EU's Sustainable Finance Disclosure Regulation (SFDR)

In March 2021, the European Union's Sustainable Finance Disclosure Regulation (SFDR) comes into force which imposes ESG disclosure and transparency requirements on investment management firms who market their funds within the EU.



In a drive by the European Union ("EU") for a greener future, new regulatory standards and requirements are being imposed on investment management firms, companies and investors all the time which seek to increase transparency on how sustainability risks are incorporated into decision making.


One of the most recent examples of this which impacts asset managers is the introduction of the EU Sustainable Finance Disclosure Regulation (SFDR), a set of EU rules which aim to make the sustainability profile of funds more comparable and better understood by end-investors.


Robeco, who have been running sustainable and impact investing mandates for years, have published a number of articles around this subject matter covering; the implications of the EU Sustainable Finance Disclosure Regulation (SFDR), how Robeco funds stack up against the required classifications and what is the driving force behind the introduction of the new regulations.


To read each article, click on the headings below:


How regulation will enhance sustainable investing in 2021

Integrating sustainability into investments will become much higher profile under new EU regulations that take effect in 2021.


Results of EU fund classification reflect sustainability of Robeco’s fund range

Investment funds are getting a huge shake-up under the new EU Sustainable Finance Disclosure Regulation (SFDR) rules that will prove how sustainable they really are. And this bodes well for Robeco’s suite of strategies that have embraced sustainability for decades.


Disclosing sustainability risk in portfolios

One of the requirements of the EU Sustainable Finance Disclosure Regulation (SFDR) is to compel asset managers to disclose the sustainability risks that are inherent in their investments. In this Q&A, Wouter Kuijpers, Senior Counsel for Legal Developments, and Nico Becx, Senior Financial Risk Manager, answer some of the questions that clients have so far posed.



March 2021

Please note that these are the views of the investment professionals at Robeco and should not be interpreted as the views of RL360.

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For more information about Robeco visit https://www.robeco.com/en/

Author

ROBECO


March 2021

Please note that these are the views of investment professionals at Robeco and should not be interpreted as the views of RL360.

360 fund links

A range of Robeco funds can be accessed through our defined fund range products Regular Savings Plan, Regular Savings Plan Malaysia, Oracle, Paragon, Quantum, Quantum Malaysia, LifePlan and also through our PIMS portfolio bond.