WeeFin

As transparency requirements intensify for financial institutions, the arrival of SDR in the United Kingdom and the upcoming overhaul of SFDR within the European Union raise questions about their similarities and differences. This newsletter aims to provide initial insights into the relationship that unites—or perhaps separates—these two regulatory frameworks.

Enhancing shareholder engagement requires resources, increased collaboration, and regulatory support. This webinar highlights the approaches of CDC and FIR, along with tools such as WeeFin to centralize and effectively measure efforts.

ESMA has published new guidelines on the use of ESG terms in fund names, to combat greenwashing. Funds must now prove that at least 80% of their investments are aligned with ESG characteristics, or that at least 50% of their investments are sustainable, or risk having to modify their strategy or change their name.