SFDR and UK SDR: Managing Sustainable Investments
With almost 60% of European funds' assets under management classified as SFDR Article 8 and 9, there is increasing investor and supervisory pressure on greenwashing concerns. Investors face various challenges such as: how can we make informed decisions compliant with SFDR's and UK SDR definition of sustainability, how do we define objectives based on eg ESG Scores, EU taxonomy alignment or UN SDG alignment, perform Do No Harm and Exclusionary Screening. Beyond compliance, the industry is now focused more on responsible and impact investing, driven by new innovative sustainable focused products.
Bloomberg’s new Sustainable Investment data solution supports investors in optimizing the sustainability performance of their investment products, identifying risks, and uncovering opportunities. Additionally, it ensures compliance with regulations like the Sustainable Finance Disclosure Regulation (SFDR), the UK Sustainability Disclosure Requirements (SDR) and SEC Fund rules.
Please join us to learn more about the latest trends in SFDR Article 8 and 9 sustainable investing and how data can help create a regulatory compliant Sustainable Investment product that is market leading driven by consistent and high quality data.
Agenda:
1. SFDR Article 8 & 9 & sustainable investment: Market trends
2. UK SDR labels and sustainability definition
3. New Bloomberg Sustainable Investment solution
4. Data coverage and quality considerations
Bloomberg’s new Sustainable Investment data solution supports investors in optimizing the sustainability performance of their investment products, identifying risks, and uncovering opportunities. Additionally, it ensures compliance with regulations like the Sustainable Finance Disclosure Regulation (SFDR), the UK Sustainability Disclosure Requirements (SDR) and SEC Fund rules.
Please join us to learn more about the latest trends in SFDR Article 8 and 9 sustainable investing and how data can help create a regulatory compliant Sustainable Investment product that is market leading driven by consistent and high quality data.
Agenda:
1. SFDR Article 8 & 9 & sustainable investment: Market trends
2. UK SDR labels and sustainability definition
3. New Bloomberg Sustainable Investment solution
4. Data coverage and quality considerations
Speakers
Murat Bozdemir
ESG Product Manager
Bloomberg
Murat heads Bloomberg’s EMEA and APAC product development for ESG and Climate Risk Enterprise Data solutions. He interacts with clients and regulators, identifying key challenges and supporting the development of new data sets for ESG regulatory disclosure and new climate risk requirements. Murat has 18 years of risk management and compliance experience covering sell and buy side markets. Before joining Bloomberg, Murat worked as a Director at KPMG, advising clients in risk control, capital management, compliance and accounting topics.