SFDR Article 8 and Article 9 Funds: Q3 2024 in Review

Since the European Union's Sustainable Finance Disclosure Regulation came into force in March 2021, asset managers have been required to provide more information on the sustainability risks and impact of their investment products sold in the EU.

In Q3 of 2024, Article 8 funds netted about EUR 38 billion of new money, the highest inflows since late 2021, up from EUR 26.5 billion in the previous quarter.

This report provides an update on the landscape of Article 8 and Article 9 funds at the end of September 2024, examining aspects such as flows, assets, product launches and closures, fund name changes, sustainable investment targets, and taxonomy alignment levels..