• Andy Bissell

Luxembourg Fund Report 2022 to Include EU SFDR

EU SFDR Articles are now included in the Monterey Insight Luxembourg Fund Report 2022

Since 10th March 2021 the EU Sustainable Finance Disclosure Regulation (SFDR) imposed mandatory ESG disclosure obligations for asset managers and other financial service providers.


As part of Monterey Insight's extensive market reporting, we have been actively working with management companies to collect and report on their EU SFDR disclosure at the fund level (Articles 6, 7, 8 & 9). This means that the Monterey Insight Luxembourg Fund Report 2022 will be able to report on the funds' sustainability disclosure according to EU SFDR.


At the time of writing, over 10,000 out of a total of circa 22,000 active funds in the report were listed as Article 6, 7, 8, 9 or actively Not Disclosed. The report is expected to be published in July/August 2022 when we hope to have further increased the EU SFDR coverage.


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