SFDR Article 8 and Article 9 Funds : Q3 2025 in review : Article 8 fund inflows surge with the market, while Article 9 fund outflows persist

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<title>SFDR Article 8 and Article 9 Funds : Q3 2025 in review</title>
<subTitle>: Article 8 fund inflows surge with the market, while Article 9 fund outflows persist</subTitle>
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<namePart>Bioy, Hortense </namePart>
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<abstract displayLabel="Summary">Since the European Union's Sustainable Finance Disclosure Regulation (SFDR) came into force in March 2021, asset managers have been required to provide specific information on the sustainability risks and impact of their investment products sold in the EU. The level of disclosure depends on the sustainability objective of the products  that is, whether these are classified as Article 8 or Article 9 under the SFDR. Funds with no environmental, social, and governance characteristics are classified as Article 6. This report provides an update on the landscape of Article 8 and Article 9 funds (excluding money market funds, funds of funds, and feeder funds) as at the end of September 2025, examining aspects such as flows, assets, launches, closures, and fund name changes. We also provide analysis of funds in scope of SFDR after grouping them in seven categories based on the ESG-related terms used in their names (sustainable, ESG, SRI, environmental, transition, impact, and social). Finally, we provide an update on the regulatory landscape</abstract>
<note type="statement of responsibility">Hortense Bioy... [et al.]</note>
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<topic>Productos financieros</topic>
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<topic>Criterios ESG</topic>
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<topic>Inversiones socialmente responsables</topic>
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<url displayLabel="electronic resource" usage="primary display">https://www.morningstar.com/en-uk/business/insights/research/sfdr-article8-article9</url>
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<title>Morningstar Sustainalytics.- Toronto [etc.] : Sustainalytics</title>
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<publisher>October 29, 2025</publisher>
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