ESG & SUSTAINABLE FINANCE IN ASSET MANAGEMENT
The evolving sustainable finance regulatory framework (SFDR, Taxonomy and related instruments) presents challenges and opportunities for asset managers. We help clients translate regulatory change into investment strategy and disclosures.
We combine practical regulatory know-how and industry engagement to advise asset managers on SFDR, Taxonomy and sustainable product development.
We combine active participation in industry working groups with close contact to the CSSF to keep clients ahead of SFDR and Taxonomy developments.
From drafting SFDR disclosures to training governance bodies, we turn regulatory obligations into implementable processes.
We assist the full range of asset managers (UCITS management companies, AIFMs and MiFID firms) and funds navigate the complex regulatory landscape and help clients identify the risks and opportunities of sustainable finance.
Our participation in various industry working groups related to sustainable finance such as ALFI (e.g. the Legal and Policy working group which we chair), EFAMA and Invest Europe as well as our close contact to the Luxembourg regulator, the CSSF, ensures that we are always at the cutting edge of regulatory developments.
Our services include:
Advising on compliance with all relevant regulations such as the Sustainable Finance Disclosure Regulation and the Taxonomy Regulation
Drafting and reviewing of SFDR-related disclosure requirements in respect of prospectuses, annual reports, websites, LPAs and marketing communications
Advising on regulatory filings involving SFDR pre-contractual disclosures, upgrades to article 8 or 9 SFDR and relevant CSSF positions on SFDR
Advising on ESG market trends and developments
Advising on ESG governance and risk management for AIFMs and UCITS Management Companies
Compliance review of SFDR-related policies for AIFMs and UCITS management companies
Integrating ESG due diligence in legal due diligence as part of investment and acquisitions
Conditions for using ESG terms in funds
Conditions for using ESG terms (PDF — 1.1 Mo)
Publications and representative mandates from our ESG practice.
Sustainable finance update (asset management) – ESMA’s final report on the SFDR common supervisory action — Posted 09.07.2025
Sustainable finance update (asset management) – SFDR Under the Spotlight: The European Commission’s call for evidence on SFDR — Posted 23.05.2025
2025 Cross-Border Distribution Conference: Seizing new opportunities for growth — Posted 14.05.2025
Advising Sienna Investment Managers on private debt strategy: the European defence at its core — Posted 07.04.2025
Assisting Ambienta with the launch and closing of Ambienta Water Pumps — Posted 06.03.2025
Assisting Quinbrook in the launch and closing of Quinbrook Net Zero Power Fund — Posted 18.11.2024
Etude Breininger acted on a scoping exercise with respect to ESG legislation — Posted 23.02.2024
Etude Breininger assisted Collateral Good Ventures to further promote sustainability in the food-related (packaging, waste) sectors — Posted 18.07.2023