Chapter 08 · Finance, data & evidenceSustainability Language

ESG fund name threshold

kpiESMA fund-names guidelines · ESMA guidelines (2024)

Definition

≥80% of investments meet E/S characteristics; exclusion screens for "sustainable"-named funds (PAB-level); applies Nov 2024 (new) / May 2025 (existing)

References

EUkpi

≥80% of investments meet E/S characteristics; exclusion screens for "sustainable"-named funds (PAB-level); applies Nov 2024 (new) / May 2025 (existing)

ESMA fund-names guidelinesESMA guidelines (2024) · verified 2026-08-22

Overview

The overview for this term is being prepared.