Sustainable Finance Disclosure Regulation

On March 10, 2021, the European Union took the first steps to provide more transparency regarding the sustainability of financial institutions through additional reporting requirements: Sustainable Finance Disclosure Regulation (SFDR).

As of January 1, 2023, the regulation has come into effect, and financial institutions like Fortera are required to provide more information about how sustainability is incorporated into their investment policy and its potential impact. Through the document below, Fortera explains what we pay attention to and the possible impact this has on the investments of the funds.