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Agnes Grunfeld

Research and Insights

Articles by Raphael Klein

    The Fund-Name Challenge: Matching Investor Needs and Supervisory Expectations

     6 mins read Blog | Oct 8, 2024 | Raphael Klein, Antonios Panagiotopoulos, Simone Ruiz-Vergote

    To adhere to ESMA’s fund-naming guidelines, sustainability-minded fund managers may have to choose between fund name and preferred investment strategy. Our analysis shows that almost 11% of MSCI ACWI IMI constituents by weight could become ineligible investments for such funds.