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Recording available: SFDR Briefing  

In last week’s briefing on the Sustainable Finance Disclosure Regulation (SFDR) we were joined by Joep Ottervanger, Loyens & Loeff and Alexandra Njagulj, CBRE Global Investors who presented they key facets around SFDR including the main provisions and how our members can prepare ahead of 10 March, when some of the obligations will come into effect. 

Key takeaways from the presentation highlighted the need to not underestimate the number of stakeholders within the organisation who need to be informed about SFDR, from legal and compliance to data and marketing, to the portfolio managers and the executive team. It was also noted that while 10 March is a hard deadline make sure you at least have your ESG risk integration completed with some basic disclosure in your marketing fund documentation. Institutional investors are starting to map their own investments according to articles 6,8,9 of SFDR. They are not yet making investment decisions based on this but it is a ripple down effect that’s coming. 

Recording 

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