PwC Luxembourg publishes The SFDR Barometer for Management Companies


PwC Luxembourg publishes The SFDR Barometer for Management Companies.

<< Back
20/03/2023 |
  • DSC 0117

    Geoffroy Marcassoli, CAIA, ESG & Sustainable Finance Partner

This first edition provides insight into Luxembourg ManCos’ SFDR related practices and commitments. An analysis has been conducted on the basis of data collected on both Alternative Investment Fund Managers (AIFMs),Undertakings for Collective Investments in Transferable Securities (UCITS) ManCos and Super ManCos based in the Grand Duchy.  In total, 51 participants, including 29 Super ManCos, participated in the survey, representing 15 different nationalities.

Highlights from the poster include:

Proportion of ManCos planning to upgrade at least one Fund: 75% of UCITS ManCos plan to upgrade Funds from Article 6 to Article 8.

Sustainable Investments commitment: 70% of Article 8 UCITS Funds commit to making Sustainable Investments.

Taxonomy Commitment: 60% and 65% of AIFMs and Super ManCos respectively manage Funds with Taxonomy Commitment.

PAI Consideration of Article 9 Funds: 81% of UCITS Article 9 Funds consider PAIs.ESG data sources used by ManCos: 41% of ManCos use more than 2 ESG sources.

Geoffroy Marcassoli, CAIA, ESG & Sustainable Finance Partner said:

“This survey, which was conducted at the time ManCos were updating their pre-contractual documents and commitments to comply with the Level II of SFDR, provides unique insights on how these new requirements have been implemented by Luxembourg ManCos.”

You can download a copy or request a printed copy through the following link.

Back to top  | << Back

Communiqués liés


The European Commission joins the LU-CIX Community

LU-CIX is proud to announce that a major European institution is now a member of...

Anna Zakrzewski - Group COO Quintet Private Bank
25/09/2023 Personnalités

Anna Zakrzewski nommée Group Chief Operating Officer de Qu...

Spécialiste internationale de la banque privée, Mme Zakrzewski rejoint Quintet...


Triple: DHL Express secures top spot as Europe’s Best Work...

DHL Express, has once again clinched the prestigious title of No. 1 Best Workpla...


En référence à la diversion du vol LG662 du 21.09.2023

Le vol Luxair LG662 de Malaga vers Luxembourg, du jeudi, 21 septembre a dû êtr...

Aymeric Bole? plan ame?ricain logo 2023 copy

L’envie de porter et raconter des histoires qui se dévelo...

Entreprendre dans l’audiovisuel à 35 ans ? Le Luxembourg est une terre d’a...

Colgado Productions
21/09/2023 Personnalités

Stephen Geddes to lead Apex Group in the UK

Apex Group Ltd. (“Apex Group” or “The Group”), a global financial servic...


Il n'y a aucun résultat pour votre recherche

We use cookies to ensure the best experience on our website. By accepting you agree the use of cookies. OK Learn more