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

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: https://www.esma.europa.eu/pre...

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