#UCITS

SFDR 2.0: From Disclosure to Categorisation

What the Final Proposal Means for Asset Managers Distributing Funds in Europe The European Commission has published a proposal to reform SFDR, signaling a decisive transition away from a purely disclosure-based regime. Under the new draft, formal product categories are introduced, measurable entry criteria apply, and exclusions and sustainability objectives Read more…

By Diana Marks, ago

Openfunds has published Field List, v2.12.0

This version introduces new fields for holdings attributes, trade price frequency, UK Overseas Fund Regime (OFR), ACT signatory, and Swiss sustainability disclosure. It also updates many fields to support minor currencies, UK post-Brexit considerations, and definitions for EMT, EPT, and EET-related fields. Although the changes span 121 fields, the iQuant Read more…

By Diana Marks, ago