Key messages on the Sustainable Finance Disclosure Regulation (SFDR) review

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      <subfield code="a">Insurance Europe presents its position on the European Commission's review of the SFDR. It supports clearer, shorter and consumer-friendly disclosures, revoking ESAs' delegated powers, removing entity-level disclosures, and aligning SFDR with CSRD, ESRS, MiFID and IDD. The paper highlights insurance-specific needs: consistent treatment and optional exclusion methodology for sovereign bonds; workable rules for multi-option products and general-account/guarantee products; proportionate thresholds and recognition of engagement; data gaps and the role of VSME reporting; and clear implementation timelines with transition periods and an EU-level no-action letter. It addresses product categorisation, reclassification risks, PAI disclosure clarity, exclusions aligned with PAB/CTB, and avoiding retroactive application. Dated March 2026, it emphasizes enabling insurers to continue channeling long-term capital to the transition while ensuring meaningful, comparable information for end investors.</subfield>
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