ESMA Fund Names Guidelines

28th June 2024

The ESMA Fund Name Guidance refers to the guidelines published by the European Securities and Markets Authority (ESMA) regarding the use of ESG or sustainability-related terms in the names of investment funds. These guidelines are designed to prevent investors from being misled by unsubstantiated or exaggerated claims about the sustainability characteristics of investment funds.

Our ESG legal team has provided a succinct table of ESMA Fund Name Guidelines to ensure you and your team follow the ESMA guidelines. Compliance with these guidelines is essential for adhering to EU regulations. This helps avoid potential legal and reputational risks associated with non-compliance, ensuring that funds operate within the legal framework.

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Kwame Taylor