We mentioned the final release of the European Securities and Markets Association (ESMA) funds’ names guidelines in our previous regulatory focus, here we look at the consequences.

The European Commission (EC) and the European Supervisory Authorities (ESAs) have shared their perspectives on the review of the Sustainable Finance Disclosure Regulation (SFDR). It’s worth examining these views to anticipate how the regulation might evolve.

ESG controversies can have a substantial negative impact on financial performance, particularly when these controversies involve issues material to the sector in question or create sector-wide spillover effects. This article delves into specific case studies — ranging from a building material company's role in the Grenfell Tower fire to the opioid crisis in the USA — to illustrate how investors navigate these challenges. In addition to its monthly sector controversy reviews, DPAM has implemented a process for addressing ad-hoc controversies. These controversies are normally flagged by media reports, broker research or downgrade by data providers.