Policy Position
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Sustainability-related Disclosures (SFDR)
05 February 2024

Joint industry letter asks European Commission to delay technical changes by supervisors until broader review of SFDR is complete

In a joint letter, EFAMA,  together with the European Banking Federation (EBF), Insurance Europe, European Savings and Retail Banking Group (ESBG), Alternative Investment Management Association (AIMA), Association for Financial Markets in Europe (AFME), and the European Association of Cooperative Banks, have released a joint letter asking the European Commission to better coordinate the publication of new rules for the Sustainable Finance Disclosure Regulation (SFDR). 

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Publication
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Capital Markets
Capital Markets Union
Retail Investment
22 January 2024

Household Participation in Capital Markets

This report analyses the progress made in recent years by European households in allocating more of their financial wealth to capital market instruments (pension plans, life insurance, investment funds, debt securities and listed shares) and less in cash and bank deposits. It also includes policy recommendations on improving retail participation in capital markets, including for the Retail Investment Strategy currently under discussion.
 

Some key findings include:
 

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Policy Position
SFDR
Sustainability-related Disclosures (SFDR)
21 December 2023

Key messages on the Implementation of SFDR

The Sustainable Finance Disclosure Regulation (SFDR) has promoted transparency in sustainable finance, however its use by market participants as a de facto ESG labelling regime has stretched it beyond its original intentions and not always been helpful. The current European Commission review needs to address how  SFDR can provide clearer, more meaningful information for retail investors, promote transition finance, and align well with other relevant legislation.

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