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Case Study | Helping Client To Comply With SFDR Article 8 Fund Requirements


Harnessing our extensive knowledge of responsible investment, we were able to advise our real estate investor client to comply with EU Sustainable Finance Disclosure Regulation (SFDR) requirements for one of their funds. SFDR imposes comprehensive sustainability disclosure requirements covering a variety of ESG metrics at the entity and product levels. It was introduced by the European Commission as a core part of its 2018 Sustainable Finance Action Plan, which also includes the Taxonomy Regulation and the Low Carbon Benchmarks Regulation and is a fundamental pillar of the EU Sustainable Finance agenda.


An Article 8 Fund under SFDR is defined as “a Fund which promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices.” To comply with Article 8 Fund requirements, we helped our clients prepare all mandatory pre-contractual disclosures and will accompany them in preparing all periodic reporting requirements in the upcoming process.

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