EU SFDR (Sustainable Finance Disclosure Regulation)
SFDR: Website and Periodic Product Disclosures (Articles 10-11)

EU SFDR (Sustainable Finance Disclosure Regulation) SFDR-Art.10: Website disclosures for Articles 8 and 9 products (SFDR Article 10)

Article 10 FMPs must publish + maintain on their websites for each Article 8 / Article 9 product: (a) a description of the environmental or social characteristics or the sustainable investment objective; (b) information on the methodologies used to assess + measure + monitor the E/S characteristics or the impact of the sustainable investments selected for the financial product (including data sources + screening criteria + sustainability indicators); (c) the information referred to in Articles 8 + 9; (d) the information referred to in Article 11. Article 10(2) the information must be clear + succinct + understandable + accurate + fair + non-misleading + simple + non-technical. The SFDR RTS Articles 24-36 (Commission Delegated Regulation (EU) 2022/1288) detail the website-disclosure structure: summary + no significant harm + investment strategy + monitoring + methodology + data sources + due-diligence + engagement + designated reference-benchmark dedicated sections; the website disclosure must be updated within 12 months of any material change.

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