Financial Institutions and Insurance companies 2024
Regulation (EU) 2019/2088 on Sustainable Finance Disclosures
This Regulation lays down harmonized rules for financial market participants to increase
transparency in relation to the incorporation of ESG risks that threaten sustainability into their
practices. And to provide information about sustainability in the world of financial products.
https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A02019R2088-20240109
Regulation (EU) 2019/2089
on Carbon Benchmarks (known as the 'Low Carbon Benchmarks Regulation' or 'Climate Benchmarks Regulation')
The goal of the regulation is to consistently incorporate ESG considerations into the investment and
advisory process across industries.
https://eur-lex.europa.eu/legal-content/SK/TXT/?uri=CELEX:32019R2089
Delegated Regulation (EU) 2022/1288 ('SFDR RTS')
It specifies the content, methodology and presentation information (within the disclosure of
information according to Articles 8 and 9).
https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A02022R1288-20230220
EU Commission proposal
for a regulatory framework for ESG ratings providers (ERR)
https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:52023PC0314
ESMA Technical Advice on Credit Rating Agencies Regulation
ESMA consultation on possible amendments to the Credit Rating Agencies Regulatory Framework
ESMA Guidelines on Disclosure Requirements applicable to Credit Rating Agencies
EIOPA guidelines
on integrating customers sustainability preferences in the suitability assessment
under the Insurance Distribution Directive (IDD)
https://www.eiopa.europa.eu/publications/guidance-integration-customers-sustainability-preferences-suitability-assessment-under-idd_en
EIOPA Opinion on Sustainability within Solvency II (September 2019)
https://www.eiopa.europa.eu/eiopa-issues-opinion-sustainability-within-solvency-ii-2019-09-30_en
EIOPA Consultation Paper on the Prudential Treatment of Sustainability Risks
EIOPA opinion on sustainability claims and greenwashing in the insurance and pensions sectors
EU Green Bond Standard Regulation
https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A02023R2631-20240109
Platform on Sustainable Finance compendium of market practices
ESMA Guidelines on funds' names using ESG or sustainability-related terms
Guide on climate-related and environmental risks
ECB sets deadlines for banks to deal with climate risks
https://www.bankingsupervision.europa.eu/press/pr/date/2022/html/ssm.pr221102%7E2f7070c567.en.html
Good practices for climate related and environmental risk management
CRR III
Proposal for a Regulation of the European Parliament and of the Council amending Regulation (EU)
No 575/2013 as regards requirements for credit risk, credit valuation adjustment risk, operational
risk, market risk and minimum exit threshold
https://data.consilium.europa.eu/doc/document/ST-15883-2023-INIT/en/pdf
CRD VI
Proposal for a Directive of the European Parliament and of the Council amending Directive
2013/36/EU as regards supervisory powers, sanctions, third-country branches, and environmental,
social and governance risks, and amending Directive 2014/59/EU
https://data.consilium.europa.eu/doc/document/ST-15882-2023-INIT/en/pdf