Post by Eurosif - The European Sustainable Investment Forum
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๐ข๐๐๐ฟ๐ผ๐๐ถ๐ณ ๐ฟ๐ฒ๐ฐ๐ผ๐บ๐บ๐ฒ๐ป๐ฑ๐ฎ๐๐ถ๐ผ๐ป๐ ๐ณ๐ผ๐ฟ ๐ฆ๐๐๐ฅ ๐ฎ.๐ฌ: ๐๐๐ฟ๐ฒ๐ป๐ด๐๐ต๐ฒ๐ป๐ถ๐ป๐ด ๐๐ฟ๐ฎ๐ป๐๐ฝ๐ฎ๐ฟ๐ฒ๐ป๐ฐ๐ ๐ฟ๐ฒ๐พ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐๐ ๐In our recent position paper on the review of the Sustainable Finance Disclosure Regulation (#SFDR), we provide recommendations to strengthen the European Commission proposal published on 20 November 2025. ๐๐ฅ๐ฒ๐ฐ๐ผ๐บ๐บ๐ฒ๐ป๐ฑ๐ฎ๐๐ถ๐ผ๐ป ๐ฏ focuses on the importance of maintaining and streamlining transparency requirements, both at the levels of financial market participants and financial products. ๐๐๐๐ฟ๐ผ๐๐ถ๐ณโ๐ ๐ฝ๐ฟ๐ผ๐ฝ๐ผ๐๐ฎ๐น๐: 3.1 Maintain and adjust ๐ฒ๐ป๐๐ถ๐๐-๐น๐ฒ๐๐ฒ๐น ๐ฑ๐ถ๐๐ฐ๐น๐ผ๐๐๐ฟ๐ฒ๐ to aggregate product-level information that is meaningful for end investors, but also to summarise the due diligence, engagement and exclusion policies set up by financial market participants. 3.2 Establish a limited common set of mandatory ๐ฝ๐ฟ๐ถ๐ป๐ฐ๐ถ๐ฝ๐ฎ๐น ๐ฎ๐ฑ๐๐ฒ๐ฟ๐๐ฒ ๐ถ๐บ๐ฝ๐ฎ๐ฐ๐ ๐ถ๐ป๐ฑ๐ถ๐ฐ๐ฎ๐๐ผ๐ฟ๐ across the three SFDR categories to facilitate comparison between sustainability-oriented products. 3.3 Maintain currently existing ๐ง๐ฎ๐ ๐ผ๐ป๐ผ๐บ๐ ๐ฑ๐ถ๐๐ฐ๐น๐ผ๐๐๐ฟ๐ฒ๐ for โsustainableโ and โtransitionโ products with environmental objectives rather than a disclaimer. 3.4 Introduce a limited set of indicators and a disclaimer for ๐ป๐ผ๐ป-๐ฐ๐ฎ๐๐ฒ๐ด๐ผ๐ฟ๐ถ๐๐ฒ๐ฑ ๐ฝ๐ฟ๐ผ๐ฑ๐๐ฐ๐๐ to improve comparability and level the playing field between all products. 3.5 Introduce ๐ฐ๐ผ๐ป๐๐๐บ๐ฒ๐ฟ-๐ณ๐ฟ๐ถ๐ฒ๐ป๐ฑ๐น๐ ๐ป๐ฎ๐บ๐ฒ๐ ๐ฎ๐ป๐ฑ ๐ฒ๐ ๐ฝ๐น๐ฎ๐ป๐ฎ๐๐ถ๐ผ๐ป๐ for the SFDR categories and describe their relevant features in the KID PRIIPS โ to provide more detail on the characteristic of products that are relevant to retail investors. ๐Swipe to discover the key points of our third recommendation. ๐๐ฆ๐๐ฎ๐ ๐๐๐ป๐ฒ๐ฑ! ๐๐ป ๐ฎ ๐๐ฒ๐ฟ๐ถ๐ฒ๐ ๐ผ๐ณ ๐ฝ๐ผ๐๐๐, ๐๐ฒ ๐๐ถ๐น๐น ๐ต๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐ ๐ผ๐๐ฟ ๐ผ๐๐ต๐ฒ๐ฟ ๐ธ๐ฒ๐ ๐ฟ๐ฒ๐ฐ๐ผ๐บ๐บ๐ฒ๐ป๐ฑ๐ฎ๐๐ถ๐ผ๐ป๐ ๐ณ๐ผ๐ฟ ๐ถ๐บ๐ฝ๐ฟ๐ผ๐๐ถ๐ป๐ด ๐๐ต๐ฒ ๐ฆ๐๐๐ฅ ๐ฟ๐ฒ๐๐ถ๐ฒ๐ ๐ฝ๐ฟ๐ผ๐ฝ๐ผ๐๐ฎ๐น, ๐ถ๐ป๐ฐ๐น๐๐ฑ๐ถ๐ป๐ด ๐๐ต๐ผ๐๐ฒ ๐ณ๐ผ๐ฟ ๐ฐ๐ผ๐ต๐ฒ๐ฟ๐ฒ๐ป๐ ๐ถ๐บ๐ฝ๐น๐ฒ๐บ๐ฒ๐ป๐๐ฎ๐๐ถ๐ผ๐ป ๐ฎ๐ป๐ฑ ๐ฐ๐ผ๐ป๐๐ถ๐๐๐ฒ๐ป๐ฐ๐ ๐๐ถ๐๐ต ๐๐จ ๐ฟ๐๐น๐ฒ๐. Read our full position paper here:ย https://lnkd.in/ej4C5z4V