SFDR: Raising the bar for sustainability disclosures

Sustainable Finance Disclosures Regulation: Raising the bar for increased transparency on sustainability risks and impacts As part of the EU Sustainable Finance Action Plan, the Sustainable Finance Disclosure Regulation (SDFR) supplements the current rulebooks governing manufacturers of financial products. Managers must disclose how sustainability risks are considered in their investment process; what metrics they use to assess ESG factors; how they consider investment decisions that might result in negative effects on sustainability factors, so-called “Principal Adverse Impacts” in the regulators’ jargon. In this webinar, Morningstar and Sustainalytics speakers will share: - SFDR Regulatory Recap: What and how financial market participants need to disclose their ESG approach William Ridout, Senior Product Manager, Morningstar - The Morningstar & Sustainalytics take on the recently released Regulatory Technical Standards Tim Walton, Data Director, Morningstar -Morningstar and Sustainalytics’ company and fund level SFDR research Anne Schoemaker, Product Strategy and Development, Sustainalytics & Maggie Stafford, Senior Product Manager, Morningstar