ESMA Fund Name Guidelines: What They Mean for ESG Funds

Introduction

The European Securities and Markets Authority (ESMA) has issued long-awaited guidelines on the use of ESG and sustainability-related terms in fund names. These guidelines aim to prevent investor deception and ensure consistency across the EU.

This concise webinar distils the top ten implications of the ESMA guidelines and how they will impact fund marketing, disclosure, and compliance frameworks. Participants will learn what qualifies as an ESG or sustainable fund name, thresholds for asset allocation, and how to mitigate enforcement risks.

What You Will Learn

This webinar will cover the following:

• Overview of ESMA’s new guidelines and implementation timeline
• Key thresholds for using ESG, sustainable, and impact-related terms
• Alignment with SFDR and EU Taxonomy requirements
• How the guidelines apply to cross-border and UK-based funds
• Disclosure obligations and substantiation of fund claims
• Practical compliance strategies and internal policy adjustments
• Implications for fund marketing, investor communications, and rebranding
• Supervisory expectations and potential enforcement actions
• Lessons from national regulators’ enforcement trends
• Top compliance pitfalls and how to avoid them

This pre-recorded webinar will be available to view from Monday 1st June 2026

Alternatively, you can gain access to this webinar and 1,900+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.