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What’s in a name? Part 2: Market practice

Three-part series exploring the regulation, practice, and future of ESG/sustainability-related fund names.

Vlada Gurvich, Vasilka Lalevska

Wall of brands names of new Forum mall in the city center of Gdansk.
Photo: Jarek Fethke/Getty Images
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The potential misalignment between fund strategy, name, and portfolio has inspired regulatory action across the world – including the SEC’s Names Rule in the US and ESMA’s Guidelines in the EU targeting UCITS and AIFs.

The implementation of these measures is set to lead to better consumer protection, data availability,

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