Dear Clients,


Certain provisions of the European Regulation (EU) 2019/2088 known as Sustainable Finance Disclosure (SFDR) come into force on 10 March 2021.


SFDR aims to provide greater transparency on the degree of sustainability of financial products (incl. UCITs and AIFs) to effectively channel private investments towards sustainable investments, while preventing greenwashing.

The implementation of the Regulation will be spread over six main phases until 2023.

From 10 March 2021, asset managers will need to update their pre-contractual documents (fund prospectuses, KIIDs) and website with the classification of financial products in three categories, as laid out by Articles 6, 8 and 9 of the SFDR:

  • Article 6: financial products that do not integrate any kind of sustainability into the investment process and could include stocks currently excluded by ESG products such as tobacco companies or thermal coal producers.
  • Article 8: financial products that promote “among other characteristics, environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices.”
  • Article 9: financial products that have defined and quantifiable ESG risk objectives, such as carbon emission reductions. An index must be designated as a reference benchmark.


How can Fund Channel help you?

In response to this new regulation and the growing demand from your clients to take into account ESG criteria in their investments, we adapt our fund database to make available all new data resulting from the SFDR.

The ESG criteria (product categories, Principle Adverse Impact (PAI) policies, adverse sustainability impacts, etc.) as well as the pre-contractual documents and periodic reports will therefore be updated when available for our 100,000+ funds.

As we help you choose the most suitable products for you and your clients, ESG criteria will also be updated in our product suitability tool.


Please feel free to contact your dedicated relationship manager at Fund Channel to know more about our solutions on fund data dissemination and selection.


Best regards,

Fund Channel