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By Anna MATEUSIAK, Counsel en Investment Management, Arendt Medernach
Combined assets of EU funds classified as Article 8 and Article 9 under SFDR reached EUR 6.1 trillion in Q4 2024, totalling 60% of the EU funds market, according to Morningstar.
The success of Article 8 and Article 9 funds under SFDR and the objectives set by the SFDR explain the enhanced scrutiny by national regulatory authorities to ensure proper implementation of the SFDR and the increasing number of investor claims in cases of deceitful statements. In this context, Luxembourg UCITS management companies and AIFMs (authorised and registered) (IFM), as well as funds managers (i.e. “administrateur...
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