EU Action Plan: SFDR Sustainable Investments


Under the Sustainable Finance Disclosure Regulation (SFDR), any financial product sold in the EU which claims to have ‘sustainable investments’ must disclose the proportion of the financial product that is in such investments. This includes all Article 9 funds, and some Article 8 funds. These requirements take effect from January 2023.

Morningstar Sustainalytics offers a full suite of ESG research solutions that can help clients meet SFDR requirements. In addition to our existing research that is well aligned to the regulation, our clients benefit from our company- and fund-level data packages specific to SFDR and the PAIs.