Back to all chapters
Ch. 14ADVANCED ~25 mins
Sustainable Finance (ESG)
SFDR, EU Taxonomy, ESG integration & PAI disclosures
YOUR ROLE
You are: ESG Officer
Reclassify your fund from SFDR Article 8 to Article 9
SFDREU TaxonomyPAIESGArticle 8Article 9DNSHCSRDp.471–520
WHAT YOU WILL PRACTICE
- What is the difference between SFDR Article 8 and Article 9?
- What PAI indicators must a fund disclose under SFDR?
- How does the EU Taxonomy interact with SFDR Article 9?
- What is DNSH and why does it matter for sustainable investments?
Interactive · ~25 minutes · p.471–520
Ask about Chapter 14
Ask anything about Sustainable Finance (ESG).
Powered by AI with deep chapter context.
Enter to send · Shift+Enter for new line
Related Chapters
Ch. 10Fund Documentation
SFDR requires pre-contractual and periodic disclosures in prospectus/reports
Ch. 4Investment Rules & Restrictions
Article 9 funds must only hold sustainable investments
Ch. 12Marketing & Distribution
ESG classification affects marketing to institutional investors
Ch. 5Governance & Liability
Board must integrate sustainability risks in governance framework
Key Legislation
§SFDR 2019/2088
§EU Taxonomy Regulation 2020/852
§SFDR Level 2 RTS (2022/1288)
§CSRD Directive
§ESMA Greenwashing Report