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participants, including 29 Super ManCos.
different nationalities represented by ManCos.
of Article 8 UCITS Funds commit to making Sustainable Investments.
We are delighted to present our first SFDR Barometer for Management Companies.
This publication aims at providing insights on current market practices and ESG-related commitments for Management Companies in Luxembourg.
It focuses on four areas:
All UCITS ManCos and Super ManCos manage at least one Article 8 Fund, while the proportion drops to 50% for AIFMs. Overall, more than 50% of the respondents manage at least one Article 9 Fund.
75% of UCITS ManCos plan to upgrade Funds from Article 6 to Article 8.
The vast majority of ManCos are planning to upgrade Funds from Article 6 to Article 8 while a limited number of them are considering similar upgrades from Article 8 to Article 9 Funds.
60% and 65% of AIFMs and Super ManCos manage Funds with Taxonomy Commitment.
AIFMs and Super ManCos tend to have more frequently commitments to Taxonomy alignment than UCITS ManCos. As expected commitments are more frequently seen in Article 9 Funds.
70% of Article 8 UCITS Funds commit to making Sustainable Investments.
70% of Article 8 UCITS commit to make Sustainable Investments as per Article 2(17) of the SFDR while only 43% of AIFs do so.
81% of UCITS Article 9 Funds consider all PAIs.
81% of ManCos managing UCITS Article 9 Funds consider at least all mandatory PAIs, while this figure drops to 44% for ManCos with AIFs.
41% of ManCos use more than 2 ESG data sources.
59% of respondents use not more than 2 different ESG data providers.
Advisory Partner, Sustainable Finance & Sustainability Leader, PwC Luxembourg
Tel: +352 49 48 48 4173
Audit Partner, ESG Audit Leader, PwC Luxembourg
Tel: +352 49 48 48 5410
Audit Partner, Management Company Observatory Leader, PwC Luxembourg
Tel: +352 49 48 48 2198