Overview

This course was previously known as ESG & SRI Investing - Part 6

In March 2021, the European Union’s Sustainable Finance Disclosure Regulation (SFDR) came into force. The SFDR is designed to help institutional asset owners and retail clients understand, compare, and monitor the sustainability characteristics of investment funds by standardizing sustainability disclosures. Under the SFDR, firms must make both firm- and product-level disclosures about the integration of sustainability risks, the consideration of adverse sustainability impacts, the promotion of environmental or social factors, and sustainable investment objectives. This course provides an overview of the SFDR and its implications for financial firms.

Objective

On completion of this course, you will be able to:
- Define the SFDR and its role within the broader EU regulatory framework
- List the key objectives of the SFDR and its scope
- Identify the core disclosure requirements of the SFDR and their applicability to different firms

Content

Sustainable Finance Disclosure Regulation (SFDR)
Topic 1: SFDR Overview
Topic 2: SFDR Disclosures
Topic 3: SFDR Scenarios