EU Sustainable Finance Action Plan Resource Center

Sustainalytics research on what the EU Action Plan means for investors

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:

capital flow

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


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


Foster transparency and long-termism in financial and economic activity

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


EU Taxonomy


EU Benchmarks

investor duties and disclosures

EU Investors’ Duties and Disclosures (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 

Taxonomy Regulation

Benchmark Regulation


Sustainalytics is committed to helping investors comply with EU Action Plan regulations. To learn more, visit: 

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 next webinar will be on 18 March 2021 and will focus 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.

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