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SFDR: a closer look

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  • Pensions
  • ESG


Level one of the European Union’s new Sustainable Finance Disclosure Regulation (SFDR) took effect in March, increasing the environmental, social and governance (ESG) responsibilities for financial market participants such as pension schemes.

In essence, these mean that schemes are now required to disclose information about their policies regarding the identification and prioritisation of things that will impact sustainability.

These disclosures will need to be present on the market participants’ websites, prospectuses and periodic reports.

Level two disclosures, which are set to be even more comprehensive, will come into force from 1 January 2022.

Eric Bergamin contributed to the article "SFDR: a closer look", written by Duncan Ferris and published in the Sustainability Guide of European Pensions June 2021. You can read the article here