Practical Learning
A clearer view of SFDR
This course provides an overview of the current SFDR framework, including its objectives, scope, key requirements and the importance of staying ahead of regulatory change.
It also offers an independent, objective perspective on SFDR, the substance of the ESA’s opinion and the need to better align SFDR with sustainability preferences.
In this course, we explore:
- The objectives, scope and key requirements of the current SFDR framework
- Fund classification and categorisation under SFDR
- The latest takeaways from the ESA’s SFDR assessment
- Why sustainability preferences matter in the future development of SFDR
- The practical implications for funds, advisers, brokers, trustees, consultants and compliance professionals
Who It Is For
For professionals working with SFDR and sustainability regulation
This content is most relevant for professionals focused directly on SFDR across investment funds, as well as those advising, overseeing or supporting investment decision-making.
Fund Professionals
For those working with fund classification, categorisation, disclosures and sustainability-related product positioning.
Advisers & Brokers
For advisers and brokers who need to understand SFDR in the context of client conversations and sustainability preferences.
Consultants, Trustees & Compliance
For professionals involved in oversight, governance, due diligence, regulatory interpretation and investment support.
Access This Course
This course is included in the Sustainable Investment Hub, with annual access to selected courses, guides, webinars and microlearning lessons on responsible investment, ESG and sustainability.
€99/year
Join the HubPractical course. Clear thinking.
A practical course for professionals who want to understand SFDR with greater clarity and context.
Vincent McCarthy, CFA
Founder, Responsible Investment Institute®