SFDR · Art.8 / Art.9 · Fund Classification · 2026 Review

SFDR Article 8 / Article 9 Fund Classification Checker

Assess whether a fund meets SFDR Article 8 (E/S characteristics) or Article 9 (sustainable investment objective) under Regulation EU 2019/2088. Models 2026 SFDR review proposals including taxonomy alignment safe harbour (raised to 20%) and PAI disclosure requirements.

SFDR 2019/2088 Taxonomy Alignment PAI Disclosure Zero PII

🔒 All inputs are processed locally in your browser. No data is transmitted. Do not enter real personal data — use synthetic or anonymised inputs only.

Panel 01Fund Profile & Classification Claim
Panel 02Taxonomy & PAI

2026 safe harbour threshold: ≥20% for Art.9

Panel 03Engagement & AUM
SFDR Classification Result
—
Classification Assessment
Greenwashing Risk & Gaps
AP2 Policy Mandate · CC BY 4.0 · Post Oak Labs

Regulatory Citations

[1]Regulation (EU) 2019/2088 (SFDR) — Sustainability-related disclosures in the financial services sector. Articles 6, 8, and 9 define fund classification categories. Applies to all EU financial market participants.
[2]Commission Delegated Regulation (EU) 2022/1288 (SFDR RTS Level 2) — detailed technical standards for principal adverse impact (PAI) indicators and pre-contractual and periodic disclosure templates.
[3]Regulation (EU) 2020/852 (EU Taxonomy Regulation) — defines environmentally sustainable economic activities. Art.9 funds must report taxonomy alignment; Art.8 funds must disclose taxonomy alignment where relevant.
[4]European Commission SFDR Review Proposal 2025 — consultation proposes new product categories replacing Art.8/9, taxonomy safe harbour threshold raised to 20% for sustainable investment products, and stronger greenwashing safeguards.
[5]ESMA Q&A on SFDR and greenwashing risk assessment — clarifies that Art.9 funds require 100% sustainable investments (with limited exceptions), good governance as binding criterion, and DNSH applied to all portfolio investments.