Index-tracking and exchange traded funds are at risk of missing out on demand for sustainable funds as they struggle to adapt to new EU disclosure rules.
The EU’s Sustainable Finance Disclosure Regulation, which came into force in March, classifies funds that promote environmental or social characteristics among other objectives as article eight, and funds that have sustainable investment as their objective as article nine.
While actively managed funds have been able to tweak their strategies to meet investor demand for sustainable funds, the changes needed for passive funds to comply with article eight or nine are “more drastic”, according to Hortense Bioy, global director of sustainability research at Morningstar.
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