The SFDR Barometer for Management Companies

Report
February 29, 2024

This second edition of the PwC SFDR Barometer provides an overview of the landscape of Sustainable Finance Disclosure Regulation (SFDR) among management companies. With a participation of 53 Management Companies, the participants totalled EUR 1.62tn of Assets under Management.

participants including 32 SuperManCo

different nationalities represented by ManCos

57%

of respondents use 1 or 2 ESG data providers

Proportion of ManCos managing article 8 Funds

Article 8 Funds are the most popular products in Europe. This is also reflected in the responses, as 30% of Management Companies manage more than 45 Article 8 Funds.

Planned upgrades in the upcoming 12 months

Upgrade from Article 6 to 8 is the most popular intended reclassification and planned downgrades of any sort is not common across the surveyed population.

Sustainable Investment objectives

Choosing a combination of environmental and social sustainable investment objectives is most popular amongst UCITS, while environmental objectives take the lead for AIF Article 9 Funds.

Proportion of ManCos requesting assurance on SFDR periodic reporting

More than 40% of the respondents already seek assurance on their SFDR annexes. It is a significant increase on the previous year’s 33%.

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Contact us

Geoffroy Marcassoli

Audit Partner, ESG Assurance Leader, PwC Luxembourg

Tel: +352 49 48 48 5410

Kenny Panjanaden

Audit Partner, ESG Assurance, PwC Luxembourg

Tel: +352 49 4848 6078

Bertrand Jaboulay

Audit Partner, Management Company Observatory Leader, PwC Luxembourg

Tel: +352 49 48 48 2198

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