14 Oct 2020

The Investent Association (IA) has produced an overview of incoming regulatory requirements in sustainable finance. This is intended to provide an overview and summary of major incoming regulatory change in sustainable finance, in particular, from the EU. With a particular focus on Sustainable Finance Disclosure Regulation (SFDR) and the Taxonomy, it is intended to help firms ascertain the extent to which their products are captured, what is expected of them, and by when. 

Please note that the overview is a living document and subject to change pending future developments. 

The overview constitutes Part 1 of The IA’s Fund Communication of Responsible Investment. Part 2 will be best practice guidance which will build on the IA's Fund Communication Guidance and Responsible Investment Framework. 

 In case useful, here is also a link to a PDF of the timeline on page 6 of the overview.


Jacqui Bungay

Jacqui Bungay

AREF Secretariat, AREF

Jacqui provides policy guidance and secretariat services to the AREF Board and AREF Management Committee as well as the following AREF Committees: Corporate Governance, ESG & Impact Investing, Investor, Public Affairs, Research and Information and Retails Funds. In addition, Jacqui monitors members’ compliance with AREF’s Code of Practice. 

Jacqui joined AREF in 2014 after working for over 25 years in fund compliance, client relationships and administration at Natwest Trustee & Depositary Services.