Regulatory Watch

We can support you comply with ESMA Guidelines on fund names using ESG or sustainability-related terms

Date: 05 June 2024

Comprehensive and competitive ESG service:

  • Access data from well-known ESG data vendors
  • Monitor your exclusions on an ongoing basis
  • Monitor the sustainable profile of your funds
  • Manage your ESG risks in real-time
  • SFDR Reports

Scope of the Guidelines:
These Guidelines are wide-ranging and apply

  • to UCITS management companies, AIFM, EuVECA, EuSEF, ELTIF and Money Market Fund managers,
  • to all types of funds ( Articles 6, 8 or 9 of SFDR).

Application date of the Guidelines:
3 months after the date of their publication on ESMA’s website in all EU official languages (expected for Q3 2024).
New funds created after the date of application of the Guidelines: immediate compliance required.
Funds existing before the date of application of the Guidelines: compliance at the latest 6 months after the date of application of the Guidelines (expected for Q2 2025).

Fund names:
The Guidelines apply when a fund uses an ESG or sustainability-related term in its name.
Categories of words triggering a compliance with the Guidelines are identified with a non-exhaustive list of examples.

Sustainable requirements:
The use of an ESG or sustainability-related name triggers mandatory quantitative investment requirements and exclusion policies in the fund.

Link to European Securities and Markets Authority (ESMA) Guidelines:

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