Communication
SFDR 2.0: Investor recommendations for the ongoing negotiations
28 September 2026
🎙️🌱 Sustainability Bridges – Episode 38
For this episode, we are happy to be joined by Héléna Charrier and Fabian Bauer. Héléna is Head of the Socially Responsible Investing Department of LBPAM, as well as board member of Eurosif and the French Sustainable Investment Forum (FIR). Fabian is Senior Manager Legal – Sustainable Finance & Impact Management at GLS Investment Management, a German asset manager with a strong sustainability focus.
Together, we discuss priorities for the upcoming trilogue negotiations on the Sustainable Finance Disclosure Regulation (SFDR), focusing on:
- The new three-category system (sustainable, transition and ESG basics) and their different objectives and criteria
- The role of stewardship and engagement
- Product-level Principal Adverse Impact (PAI) indicators, and their role in investment decisions and engagement
- Remaining gaps, such as the lack of tailored criteria for different asset classes and for financial products with social objectives
- Implementing SFDR 2.0 and its technical provisions, as well as ensuring the alignment of other financial legislation, including MiFID and IDD sustainability preferences and product distribution rules.
Listen to the episode here:
