Sustainable finance and Reporting (IPF, SFDR)
Sustainable Finance Disclosure Regulation ("SFDR") is an important milestone in the EU Commission's action plan on sustainable finance. This regulation aims to provide greater transparency on the degree of sustainability of financial products in order to channel investment flows towards truly sustainable investments while preventing greenwashing.
Since 10 March 2021 with SFDR level 1, Financial Market participants must publish ESG-related information on different supports: website, pre contractual documents and annual report at entity and product level. Level 2 is upcoming to precise and complete the requirements of disclosures that would be applicable during 2022.
By the end of this course, participants will be able to have sufficient knowledge to understand how SFDR interact with the other regulations and consequences on its implementation, and the potential impact of SFDR at entity level and product level on their reporting.
Introduction to ESG regulations to set the scene:
- where does it come from?
- overview of regulations: Taxonomy, Taxe d'abo benefits in Luxembourg, SFDR, CSRD(?)
- SFDR level 1 and 2: timeline, disclosures, operational challenges including data aspect.
A qui s'adresse la formation?
Financial institutions (banks, investment firms, asset managers, Management Companies & PSF, insurers)
An attendance certificate will be sent to participants