Since the Sustainable Finance Disclosure Regulation (SFDR) is a topic of interest for all kinds of market participants and observers, it is worthwhile to shed a light on the current assets under management and the fund flow trends in the European ETF industry with regard to the SFDR.   Assets Under Management by SFDR Article With regard to overall structure of the European ETF industry, it is no surprise that the vast majority of the assets under management (€1,392.3 bn, or 76.74% of the overall AUM) was held by ETFs classified as article 6 compliant. Since the majority of ETFs

It was not surprising that the year 2022 so far has been in general a negative period for the European fund industry given the geopolitical situation in Europe, the still ongoing COVID-19 pandemic, disrupted delivery chains, rising inflation, increasing interest rates, and the resulting sluggish market environment. Within this market environment and given the economic uncertainties, one would expect that European investors sold long-term funds and bought money market products. Therefore, it is somewhat surprising that European investors sold money market products, which are normally considered safe-haven investments. Note: As this report also covers markets outside the EU, such as

It was not surprising that Q1 2022 was in general a negative quarter for the European fund industry given the geopolitical situation in Europe, the still ongoing COVID-19 pandemic, and the sluggish market environment. Within this market environment and given the economic uncertainties, one would expect that European investors sold long-term funds and bought money market products. Therefore, it is somewhat surprising that European investors sold money market products, which are normally considered safe-haven investments, while long-term products enjoyed overall inflows.   Note: As this report covers also markets outside the EU, like the UK and Switzerland, a high number

The introduction of the Sustainable Finance Disclosure Regulation (SFDR) is seen as one of the key milestones for the accomplishment of the EU action plan for financing sustainable growth. Even as the guidelines for the implementation of the technical standards of this regulation are not finalized yet, it is worthwhile to analyze how fund promoters and investors act with regard to fund launches and investments under the new SFDR classifications according to the articles six, eight, and nine. While the former can be measured by the number of funds (primary share classes) classified as article six, eight, or nine compliant,