SFDR RTS Update - Feb 2023
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
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.
SFDR, PRI, Stewardship Code and more in the Danesmead Advisory November 2025 newsletter.
The EU Commission has released its final proposal for SFDR 2.0. We shared the leaked SFDR 2.0 proposal on 6th November. There are a few notable changes in the final version compared to the leaked version to be aware of.
A leaked draft of the European Commission’s legislative proposal to amend the Sustainable Finance Disclosure Regulation (SFDR) suggests that widespread changes to the framework are on the horizon.
PRI 2026 reporting, a Danesmead update, greenwashing and more in the Danesmead Advisory September 2025 newsletter.
Changes to SFDR, the future of sustainable investment, greenwashing and more in the Danesmead Advisory June 2025 newsletter.
Ongoing debate over CSRD, updates to SFDR and SDR, trends in sustainable investment and more in the Danesmead Advisory May 2025 newsletter.
Join Danesmead ESG and hear Daniella speak at the Real Deals ESG Forum 2025. Details and registration link inside.
SFDR, CSRD, greenwashing, and more in the Danesmead ESG December 2024 newsletter.
A proposal for the future of SFDR including mandatory disclosures for article 6 funds has been released, with major implications for asset managers in scope for SFDR. Read our summary and thoughts here.
Jeremy is the COO for Danesmead Advisory. Before Danesmead he worked in technology for 9 of the 10 tier one investment banks globally.