We evaluate European funds’ performance under sustainability regulations, including SFDR article 8 and 9 funds, EU Taxonomy alignment and new fund-naming guidelines, offering insights into regulatory developments and data improvements. 

Expanding opportunity and a supportive policy environment suggest transition funds may continue to grow. While no one can be certain, understanding the market can help investors determine the best way forward, and how they can work to stand out.  

ESMA’s new fund-naming guidelines could impact one in three SFDR Article 8 and 9 funds, necessitating name changes or adherence to new investment thresholds and fossil-fuel exclusions for compliance. 

Biodiversity is the new kid on the block in sustainable investing, and a lack of harmonization makes it a jungle out there. We assessed how biodiversity-labeled and biodiversity-related funds differed in sector and revenue exposure and performance. 

We assess the degree of sustainability-related disclosures for European-domiciled funds, their performance on, and disclosure of, select adverse impact indicators, and exposure to sustainable investments.