EU Sustainable Finance Action Plan Resource Center

Sustainalytics research on what the EU Action Plan means for investors

european union

The EU Sustainable Finance Action Plan is the EU’s strategy for sustainable finance and is part of the implementation plan of Article 2(1)(c) of the Paris Agreement and the UN 2030 Agenda for Sustainable Development. It aims to:

sustainable investments

Reorient capital flows towards sustainable investments in order to achieve sustainable and inclusive growth 

risk

Manage financial risks stemming from climate change, resource depletion, environmental degradation and social issues 

transparency

Foster transparency and long-termism in financial and economic activity

Sustainalytics’ research aligns with the following three components of the EU Action Plan:

EU Benchmark

EU Taxonomy

benchmark

EU Benchmarks

Sustainable Finance Regulation

Sustainable Finance Disclosure Regulation

To aid investors’ thinking on the upcoming EU Action Plan regulations, Sustainalytics’ dedicated Resource Center brings together our research-based insights on these three components. This page will be regularly updated with new insights. We hope you find it useful.

Please contact us if you have any questions or want to learn how Sustainalytics can help you comply with the EU Action Plan regulations.

Sustainable Finance Disclosure Regulation

SFDR blog update
EU Sustainable Finance Disclosure Regulation: An Update

Update - 3 March, 2021: To help investors comply with the new requirements of the SFDR, Sustainalytics launched the PAI Data Solution that maps our research to the 60 indicators defined by the regulator. This new dataset will enable investors to consider the PAIs in their investment decisions as well as supporting disclosure requirements. Visit our website to learn how we can help with you SFDR compliance journey.

Sustainable Finance Disclosure Regulation: An Industry Game-changer

In recent months, the Sustainable Finance Disclosure Regulation (SFDR) has been sparking almost as much debate as the EU Taxonomy – both cornerstone regulations of the EU Sustainable Finance Action Plan. With the SFDR set to redefine ESG disclosures and make a significant impact on financial market participants in Europe, the short timeline and ambiguity on several vital details are creating confusion and concern in the industry. The risk of organizations not being able to comply in time is still present, despite the announced delay in timelines for the technical standards, as is the risk of high financial and operational costs for the industry.

EU Action Plan - Sustainable Finance Disclosure Regulation

Sustainalytics is committed to developing additional products and services to help investors meet other requirements related to the EU Sustainable Finance Action Plan.

Taxonomy Regulation

Sustainable Finance Disclosure Regulation: An Industry Game-changer

In recent months, the Sustainable Finance Disclosure Regulation (SFDR) has been sparking almost as much debate as the EU Taxonomy – both cornerstone regulations of the EU Sustainable Finance Action Plan. With the SFDR set to redefine ESG disclosures and make a significant impact on financial market participants in Europe, the short timeline and ambiguity on several vital details are creating confusion and concern in the industry. The risk of organizations not being able to comply in time is still present, despite the announced delay in timelines for the technical standards, as is the risk of high financial and operational costs for the industry.

EU Sustainable Finance Action Plan: Final Taxonomy Report Published and Other Developments

The highly anticipated final report by the TEG (Technical Expert Group) on the EU Taxonomy was published in early March, followed by a stakeholder information session. You can read our blog post on last fall’s developments here.

EU Action Plan Guidance Document

The proposed Taxonomy is a classification tool to help investors and companies make informed investment decisions on environmentally friendly economic activities. It is a list of economic activities, which defines performance criteria for six environmental objectives.

Sustainable Finance and the EU Taxonomy: Developments from the Trilateral Negotiations

As global leaders meet in Madrid for the COP25 amid mounting concern over the international response to climate change, the EU Taxonomy experienced a setback with the UK and France blocking the plans. The new framework, intended to drive financial flows that will accelerate the shift to a low carbon future, will likely become a global standard affecting investors around the world. If enacted, it could cement the EU’s position as the world’s pace setter on climate legislation.

Benchmark Regulation

EU Sustainable Finance Action Plan: Final Taxonomy Report Published and Other Developments

The highly anticipated final report by the TEG (Technical Expert Group) on the EU Taxonomy was published in early March, followed by a stakeholder information session. You can read our blog post on last fall’s developments here.

EU Action Plan - Benchmark Guidance

Understand how Sustainalytics' research and data can assist benchmark administrators in implementing the EU Climate Transition Benchmarks and EU Paris-aligned Benchmarks.

Sustainalytics Solutions

Sustainalytics is committed to helping investors comply with EU Action Plan regulations. We currently offer a Benchmark mapping service for the Benchmark Regulation and a Taxonomy data service for the Taxonomy Regulation. To learn more, visit our EU Action Plan solutions page.

europe-hero

Morningstar - Sustainalytics EU Action Plan Webinar Series

Morningstar and Sustainalytics’ policy and regulatory experts are hosting a series of webinars to help our clients navigate the complexities of the EU Action Plan and related regulations.

SFDR: Raising the bar for sustainability disclosures

Our latest webinar from 18 March 2021 focused on the Sustainable Finance Disclosure Regulation (SFDR) and our recently released Principle Adverse Impact (PAI) Data Solution.

 

Finding your path in the upcoming ESG regulations: A spotlight on EU Taxonomy and Disclosures

On 29 September 2020, Sustainalytics and Morningstar presented a general update on the EU Action Plan with a focus on plans to jointly develop an EU Taxonomy Solution. 

Regulatory Updates

Sign up to receive Morningstar’s International Regulatory Watch Newsletter (Note: Link directs to Morningstar’s website). Read a round-up of releases over the last quarter from regulators around the globe on a range of topics from fund pricing to disclosure to new market studies.