ESG

Data Management ESG Fund Reporting Regulation

Key Regulatory and Investment Data Reporting Trends to Watch in 2025 for Asset Managers and Insurance Investment Firms

As we head into 2025, asset managers and insurance investment firms face a landscape shaped by evolving regulations and new reporting requirements. We’ll be watching several key factors likely to influence their operations and strategic decisions. Investment Data Transparency: There’s growing emphasis on improving transparency in investment data, including ESG, Read more…

By Diana Marks, 4 weeks2025.01.06. ago

Data Management Dissemination ESG

Translations of ESMA Guidelines on Fund Names using ESG Terms published

Today ESMA published the translations of the Guidelines on funds’ names using ESG or sustainability-related terms. However, since the English-language guidelines were published in March, the publication of the translations does not mean anything new in terms of content. Funds that use sustainability-related terms in their name, must at least Read more…

By Alexander Ehmann, 5 months2024.08.21. ago

Data Management ESG iQuant

iQuant on the Friends of Funds ESG Panel

On Tuesday, our colleague Alexander Ehmann, together with Ingeborg Schumacher (Responsible Impact Investing), Dr. iur. Heidi Erika Gysi (EY), Daniel Sailer (Metzler Asset Management) and Marc Zoll (terrAssisi), was on the panel of the Friends of Funds event “ESG Update: Regulation, metrics, categorizations, data quality”, which was moderated by Neda Read more…

By Alexander Ehmann, 7 months ago

ESG PRIIPs Regulation

Voting on the Proposal for the Modernisation of PRIIPs KIDs

Last week the European Parliament voted on the proposal for the modernisation of the key information document. This means significant changes in the PRIIPs KIDs regulation are on their way. The main target of the regulators is to strengthen the comparability between different products for retail investors as well as Read more…

By Alexander Ehmann, 10 months2024.04.05. ago

ESG Regulation SFDR

ESMA Statement on Guidelines on Fund Names using ESG Terms

Last week ESMA published an update on the proposed guidelines on funds’ names using ESG or sustainability-related terms. The goal of this upcoming regulation is to further avoid greenwashing of fund investments. As many funds are using ESG-related fund names, the regulators aim to provide clear rules for the usage Read more…

By Alexander Ehmann, 1 year2023.12.22. ago

ESG Fund Reporting SFDR

New EET 1.1.2 published

Today FinDatEx published the new EET 1.1.2. The new template is not a major update as the versioning number already indicates. This means, that there are no structural changes. Overall, there are several corrections of typos and the transitional scope 12 fields have been changed from “Mandatory/Conditional” to “Optional”, which Read more…

By Alexander Ehmann, 1 year ago

ESG Fund Reporting SFDR

New Draft on RTS under SFDR published

Last week the ESAs published the latest “Joint ESAs Final Report on RTS under SFDR”. It discusses significant changes proposed to the Sustainable Finance Disclosure Regulation (SFDR) level 2 Regulatory Technical Standards (RTS). The major changes in the proposed RTS are as follows: Principal Adverse Impact (PAI) Indicators: There have Read more…

By Alexander Ehmann, 1 year2023.12.12. ago