Mapped: Fund label rules around the world

by | Aug 3, 2022 | Feature, Fund Managers, Operations

From Sydney to Sao Paolo and Paris to Washington, regulators are wrestling with how ESG funds should be labelled. Consensus? Not so much.
Mapped: Fund label rules around the world

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Last month, Citywire Amplify revealed how more than 200 funds had rebranded themselves with ESG-adjacent names this year.

We mentioned that regulation of fund labels was tightening, and we weren’t kidding. Amplify asked Citywire’s editors and correspondents around the world to explain local rules and regulations when it comes to fund-naming, specifically thinking about ESG.

In short, it’s complicated.

Click on the map to see what our team around the globe had to say.

Read more: Too responsible to be ‘sustainable’: A guide to ESG fund name changes

  • Almost $70bn of investments have had an ESG-adjacent label added to them.
  • 97 funds added a ‘sustainable’ suffix to their names over six months, with 62 becoming ‘ESG’.
  • Seeing the greatest number of changes was global equities (38), followed by European equities (30) and mixed assets (28).
  • Check out our interactive table to see which terms were most popular in which territories.

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