Article 9 of the Japanese Constitution

EQS-News: Encavis Asset Management AG: Encavis Infrastructure Fund IV enables investments in renewable energy as a dark green Article 9 fund according to SFDR

Retrieved on: 
Monday, September 25, 2023

However, the classification of the Encavis Infrastructure Fund IV (EIF IV), as a dark green Article 9 fund, which has been in place since the fund's launch, remains unchanged.

Key Points: 
  • However, the classification of the Encavis Infrastructure Fund IV (EIF IV), as a dark green Article 9 fund, which has been in place since the fund's launch, remains unchanged.
  • Hence, by being categorised under Article 9 of the SFDR, the EIF IV meets the highest sustainability and transparency requirements for proprietary investment.
  • The EIF IV, which invests exclusively in renewable power generation assets, focuses on a balanced diversified portfolio and actively contributes to reducing CO2 emissions and promoting sustainable energy supply.
  • SFDR compliance ensures that the EIF IV discloses clear and understandable information about its sustainability objectives and measures.

Golding Capital Partners GmbH: Golding Expands Successful Private Equity Impact Strategy for Article 9 Investors

Retrieved on: 
Tuesday, September 5, 2023

This represents Golding Capital Partners’ response to the increasing demand for investments with ambitious, measurable environmental and social sustainability objectives.

Key Points: 
  • This represents Golding Capital Partners’ response to the increasing demand for investments with ambitious, measurable environmental and social sustainability objectives.
  • This expands the universe of impact funds available to institutional Article 9 investors significantly and also increases the level of diversification substantially.
  • As a result, investors seeking to make Article 9 investments have until now been missing out on these opportunities.
  • This expands the impact universe for institutional Article 9 investors by a significant multiple and enables even greater diversification”, says Dr Matthias Reicherter, Managing Partner and CIO at Golding.

EQS-News: Golding Capital Partners GmbH: Golding expands successful private equity impact strategy for Article 9 investors

Retrieved on: 
Tuesday, September 5, 2023

This represents Golding Capital Partners’ response to the increasing demand for investments with ambitious, measurable environmental and social sustainability objectives.

Key Points: 
  • This represents Golding Capital Partners’ response to the increasing demand for investments with ambitious, measurable environmental and social sustainability objectives.
  • This expands the universe of impact funds available to institutional Article 9 investors significantly and also increases the level of diversification substantially.
  • As a result, investors seeking to make Article 9 investments have until now been missing out on these opportunities.
  • This expands the impact universe for institutional Article 9 investors by a significant multiple and enables even greater diversification”, says Dr Matthias Reicherter, Managing Partner and CIO at Golding.

Sustainable investments are on the rise: does the EU have what it takes to fight greenwashing?

Retrieved on: 
Wednesday, April 19, 2023

Increased social awareness and pressure from shareholders in the investment fund industry have prompted sustainable funds to take off. The latter are particularly attractive to retail investors because they offer access to a wide range of assets and risk profiles. In recent years, however, this industry has had to contend with an increasingly competitive environment:This, in turn, has prompted the search for new management approaches and products.

Key Points: 


Increased social awareness and pressure from shareholders in the investment fund industry have prompted sustainable funds to take off. The latter are particularly attractive to retail investors because they offer access to a wide range of assets and risk profiles. In recent years, however, this industry has had to contend with an increasingly competitive environment:

  • This, in turn, has prompted the search for new management approaches and products.
  • One of the areas with the greatest growth has been that of sustainable investment funds with an ESG (environmental, social and governance) approach.

Possible greenwashing?

    • The press has recently reported possible cases of greenwashing that have eroded the sector’s reputation.
    • Another case with significant media coverage was the post published in August 2021 by Tariq Fancy, former director of sustainable investments for the BlackRock fund.

EU: leader in sustainability

    • One of the principles included in this taxonomy is to avoid causing significant harm: activities classified as sustainable must indeed avoid harming other objectives established in the standard.
    • In the framework of the European Green Deal, and oriented to the investment fund industry, the Sustainable Finance Disclosure Regulation (SFDR) was approved in November 2019.

Categorization of funds


    To give teeth to the legislation, management companies classify their investment funds into three articles:
    According to the latest report by the American financial services firm Morningstar, the most restrictive funds represented less than 5% of the total European investment funds at the end of the second quarter of 2022, compared to almost 45% of light green funds. The rest fell into the category of investment funds “without sustainability goals”.

Additional regulation

    • This suitability assessment evaluates the investor’s profile: financial situation, expected profitability, risk tolerance, knowledge, experience and investment time horizon.
    • On the other hand, failure to have any ESG products for show could push away potential clients.

Green and in the future

    • In June 2022, sustainable investment funds already accounted for more than 50% of the European market, although this growth has also been overshadowed by doubts and possible cases of greenwashing.
    • The fact is that this green model can become a key instrument to support the goal of achieving a more sustainable economy in the era of climate change.

Best-Performing Fund Brands Globally According to the Broadridge Fund Brand 50 2023 Report

Retrieved on: 
Tuesday, March 28, 2023

LONDON, March 28, 2023 /PRNewswire/ -- The latest edition of Broadridge's Fund Brand 50 (FB50), an annual research study by global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) was released today, highlighting the world's best-performing third-party asset management brands. The study reveals 'green' credentials are more coveted – and more scrutinised – by European fund selectors than ever before.

Key Points: 
  • The top firms continue to jostle for pole position, and there has been some change at the top end of the leaderboard.
  • In the wake of the announcement of the European Commission's clampdown on 'greenwashing', ESG credentials are vital to fund buyers.
  • European selectors valued 'Client-orientated thinking' as the most important brand attribute, ahead of last year's favourite, 'Appealing investment strategy'.
  • With many European fund buyers facing SFDR headaches, firms with strong communications and disclosure capabilities found themselves enjoying a major competitive advantage.

Suma Capital, the Barcelona-based energy transition investor, expands its activity in Europe with a new office in Paris

Retrieved on: 
Monday, February 20, 2023

Suma Capital is expanding its activity in Europe with its new infrastructure fund Climate Impact Fund III, an Article 9 fund under SFDR, the highest standard for sustainable investment.

Key Points: 
  • Suma Capital is expanding its activity in Europe with its new infrastructure fund Climate Impact Fund III, an Article 9 fund under SFDR, the highest standard for sustainable investment.
  • BARCELONA, Spain, Feb. 20, 2023 /PRNewswire/ -- Suma Capital, a leading independent investment manager for the energy transition, is opening an office in Paris, after Barcelona and Madrid, in order to expand its activity in Europe and boost its growth plan outside Spain.
  • The objective of the Fund is to invest in sustainable infrastructure for the energy transition, clean mobility and the circular economy.
  • The infrastructure team has been strengthened with the arrival of a new partner, Jérôme Petitjean, in charge of the new Paris office.

Masonite Invests €5M in Circular Innovation Fund to Scale Breakthrough Sustainability Innovations

Retrieved on: 
Tuesday, September 20, 2022

This investment in CIF enables Masonite to support the development of sustainable innovations within the circular economy that transcend its core business.

Key Points: 
  • This investment in CIF enables Masonite to support the development of sustainable innovations within the circular economy that transcend its core business.
  • We continually seek new ways to incorporate sustainable innovations into our products and operations at Masonite, said Clare Doyle, Chief Sustainability Officer.
  • The Circular Innovation Fund (CIF) is a global growth stage venture capital fund focused solely on circular innovation.
  • The fund invests in growth-stage companies from North America, Europe and Asia, developing breakthrough new materials, circular packaging, recycling and waste innovations, logistics, as well as eco-efficient processes & design, and circular business models.

DGAP-News: JPMorgan ETFs (Ireland) ICAV: Fund Change

Retrieved on: 
Thursday, September 15, 2022

As part of this update, it will be clarified that the Sub-Fund will invest at least 80% of its assets in Sustainable Investments as defined under SFDR.

Key Points: 
  • As part of this update, it will be clarified that the Sub-Fund will invest at least 80% of its assets in Sustainable Investments as defined under SFDR.
  • Furthermore, the Sub-Fund will be re-named "JPMorgan ETFs (Ireland) ICAV - Carbon Transition Global Equity (CTB) UCITS ETF" to reflect that the Sub-Fund's Index is designated a Climate Transition Benchmark.
  • There is no material change to how the Sub-Fund is managed or its risk profile as a result of these changes.
  • To view the full document including the options available to Shareholders, please paste the following URL into the address bar of your browser.

JPMorgan ETFs (Ireland) ICAV: Fund Change

Retrieved on: 
Thursday, September 15, 2022

As part of this update, it will be clarified that the Sub-Fund will invest at least 80% of its assets in Sustainable Investments as defined under SFDR.

Key Points: 
  • As part of this update, it will be clarified that the Sub-Fund will invest at least 80% of its assets in Sustainable Investments as defined under SFDR.
  • Furthermore, the Sub-Fund will be re-named "JPMorgan ETFs (Ireland) ICAV - Carbon Transition Global Equity (CTB) UCITS ETF" to reflect that the Sub-Fund's Index is designated a Climate Transition Benchmark.
  • There is no material change to how the Sub-Fund is managed or its risk profile as a result of these changes.
  • To view the full document including the options available to Shareholders, please paste the following URL into the address bar of your browser.

Cycle Capital and Demeter announce first close for new Circular Innovation Fund to scale breakthrough circular solutions

Retrieved on: 
Thursday, April 21, 2022

"The joint-venture formed by Cycle Capital and Demeter platforms represents the perfect match for the Circular Innovation Fund investment strategy.

Key Points: 
  • "The joint-venture formed by Cycle Capital and Demeter platforms represents the perfect match for the Circular Innovation Fund investment strategy.
  • Consecutive to the first close, CIF announces indirect investment in two early-stage funds focused on circular innovation U.S.-based Closed Loop Venture Fund II and European Circular Bioeconomy Fund ("ECBF").
  • Circular Innovation FundThe Circular Innovation Fund ("CIF") is a global growth stage venture capital fund focused solely on circular innovation.
  • Cycle Capital Cycle Capital is an impact investor and leading private cleantech venture capital investment platform with $600 million under management.