SFDR RTS Update - Feb 2023

Written by Jeremy Hillier

The EU have released an “amended and corrected” Regulatory Technical Standards (RTS) on 17 February 2023. The changes relate to the content and presentation of information in pre-contractual disclosures and periodic reports for SFDR and take effect on 20 February 2023.

The main difference is the inclusion of this additional question:

Updated RTS question

Asset managers currently preparing their pre-contractual and/or periodic disclosures should ensure they are using this latest version.

The updated templates can be found here:  https://eur-lex.europa.eu/eli/reg_del/2023/363/oj

If you would like some assistance with your SFDR disclosures or simply want some advice, please contact us.

Further Reading
October 2026 Newsletter
October 2026 Newsletter

Regulatory updates on SDR, SFDR, ESOS, PRI and more in the Danesmead Advisory October 2026 newsletter.

Read more →
Four Key Sustainability Regulations for 2026 and Beyond: ESOS, SFDR, SDR, CSRD
Four Key Sustainability Regulations for 2026 and Beyond: ESOS, SFDR, SDR, CSRD

As we move through 2026 and beyond, firms are facing several important milestones across both the UK and EU sustainability regulatory landscape.

In this article, we review four key regulations (ESOS, SFDR, SDR and CSRD), providing a clear guide on how to comply, by when and how to get started.

Read more →
SFDR 2.0 – EU Parliament’s Negotiating Position and Next Steps
SFDR 2.0 – EU Parliament’s Negotiating Position and Next Steps

The European Parliament has stated its negotiating position on SFDR 2.0 This article explains the areas likely to shape the final rules and the practical steps asset managers should consider now.

Read more →
The Rise of Transition Investing
The Rise of Transition Investing

As transition investing gains momentum, asset managers will need to show that their strategies are not only aligned with long-term sustainability goals, but backed by credible plans, measurable progress and real-world outcomes.

Read more →
July 2026 Newsletter
July 2026 Newsletter

SFDR updates, El Nino, net zero standards, and more in the Danesmead Advisory July 2026 newsletter.

Read more →
SFDR 2.0: Council of the EU Negotiating Position
SFDR 2.0: Council of the EU Negotiating Position

The Council of the EU has agreed its negotiating position on 24 June 2026 on an updated sustainability framework – SFDR 2.0.

Read more →
April 2026 Newsletter
April 2026 Newsletter

Updates on SFDR, CARB SB 253 and 261, SDR and more in the Danesmead Advisory April 2026 newsletter.

Read more →
Navigating UNGC and OECD Standards: A Practical Guide for Investment Managers
Navigating UNGC and OECD Standards: A Practical Guide for Investment Managers

A practical guide to help investment managers understand, compare, and demonstrate alignment with the UNGC and OECD standards amid rising regulatory expectations such as SFDR 2.0.

Read more →
February 2026 Newsletter
February 2026 Newsletter

TCFD alignment with ISSB, SFDR momentum, NZAM updates and more in the Danesmead Advisory February 2026 newsletter.

Read more →
Danesmead Advisory’s 2025 Round-Up
Danesmead Advisory’s 2025 Round-Up

Danesmead Advisory’s 2025 end of year round up on sustainability and responsible investment, covering regulatory and reporting updates, investor and corporate commitments, and our expectations for 2026.

Read more →
Jeremy Hillier

Jeremy is the COO for Danesmead Advisory. Before Danesmead he worked in technology for 9 of the 10 tier one investment banks globally.

Previous

ISSB update: standards effective from January 2024
Next

FCA to assess Asset Managers’ ESG and Sustainability claims