New ESMA Guidelines: Business as usual for our Climate Transition Funds
Back
Article Type
News
Published
May 21, 2025
Read time
5 mins
Author
Quill PR
Share

The revised ESMA (European Securities and Markets Authority) fund naming guidelines, which come into effect on the 21st of May 2025, aim to reduce greenwashing and improve transparency. Funds using the term Climate Transition must now have 80% of investments aligned with environmental objectives.   

 

Our Position

Aegon Asset Management’s climate transition portfolios already meet these requirements, with the allocation of investments scored as transitioning or above within our established climate framework.

 

Our Global Short Dated Climate Transition, Global Short Dated High Yield Climate Transition and Sustainable Funds all comply with the new regulations well ahead of the deadline.

 

Our proprietary climate transition framework has positioned us favourably, requiring no material changes to our investment approach.

 

While these regulations may challenge some passive funds, as active managers with a consistent and credible approach to climate transition, we continue to offer our clients competitive returns and net-zero alignment by 2040.

 

Commenting, Anne Scott, Global Climate Solutions Lead (pictured), said: “We designed our climate transition framework to support the drive to real-world change, not just meet regulations. That’s why our portfolios already achieve ESMA’s new guidelines – delivering both competitive returns and a genuine environmental impact for our clients through allocation to companies who are better aligned to net-zero goals.”

 

This document is for use by professional journalists. Its content is written for use in trade publications with a professional audience.

 

This is a marketing communication. Please refer to the following legal documents of the UCITS before making any final investment decisions. For UK investors: This product is based overseas (Ireland) and is not subject to UK sustainable investment labelling and disclosure requirements. Please read the Key Investor Information, Prospectus, Supplementary Information Document and Application Form carefully. Consider getting financial advice if you need help to understand the investment and both the risks and opportunities involved. This product is authorised overseas but not in the United Kingdom and the Financial Ombudsman Service is unlikely to be able to consider complaints related to the product, its operator or depositary. Any claims for losses relating to the operator or depositary of this product are unlikely to be covered under the Financial Services Compensation Scheme. For EU investors: please refer to the Prospectus and the PRIIPs KID. The relevant documents can be found at aegonam.com. The principal risk of this product is the loss of capital.

 

Past performance does not predict future returns. Outcomes, including the payment of income, are not guaranteed.

 

All investments contain risk and may lose value. Responsible investing is qualitative and subjective by nature, and there is no guarantee that the criteria utilized, or judgement exercised, by any company of Aegon Asset Management will reflect the beliefs or values of any one particular investor. Responsible investing norms differ by region. There is no assurance that the responsible investing strategy and techniques employed will be successful. Investors should consult their investment professional prior to making an investment decision.

 

Opinions and/or example trades/securities represent our understanding of markets both current and historical and are used to promote Aegon Asset Management's investment management capabilities: they are not investment recommendations, research or advice. Sources used are deemed reliable by Aegon Asset Management at the time of writing. Please note that this marketing is not prepared in accordance with legal requirements designed to promote the independence of investment research, and is not subject to any prohibition on dealing by Aegon Asset Management or its employees ahead of its publication.

 

All data is sourced to Aegon Asset Management unless otherwise stated. The document is accurate at the time of writing but is subject to change without notice. Data attributed to a third party (“3rd Party Data”) is proprietary to that third party and/or other suppliers (the “Data Owner”) and is used by Aegon Asset Management under licence. 3rd Party Data: (i) may not be copied or distributed; and (ii) is not warranted to be accurate, complete or timely. None of the Data Owner, Aegon Asset Management or any other person connected to, or from whom Aegon Asset Management sources, 3rd Party Data is liable for any losses or liabilities arising from use of 3rd Party Data.

 

This document is issued by Aegon Asset Management UK plc in the United Kingdom and is issued by Aegon Investment Management B.V. in the European Union and European Economic Area. Aegon Asset Management is a trading name of Aegon Investment Management B.V. Aegon Asset Management UK plc is authorised and regulated by the Financial Conduct Authority. Aegon Investment Management B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets.

 

Aegon Asset Management Investment Company (Ireland) Plc (AAMICI) is an umbrella type open-ended investment company which is authorised and regulated by the Central Bank of Ireland. Aegon Investment Management B.V (Aegon AM NL) is the appointed management company. Aegon AM NL is registered with and supervised by the Dutch Authority for Financial Markets (AFM).

 

Aegon AM NL's German branch markets AAMICI in Germany, Austria and Switzerland, is registered with and supervised by the AFM and supervised by BaFin in Germany. Aegon AM NL’s branch in Spain markets AAMICI in Spain, Italy and Switzerland. Aegon AM NL's Spanish branch is registered with and supervised by the AFM and is supervised by the CNMV in Spain. Aegon AM UK markets AAMICI in the UK and otherwise outside of the EEA. Aegon Asset Management UK plc (Aegon AM UK) is authorised and regulated by the Financial Conduct Authority. Please note that not all sub-funds and share classes may be available in each jurisdiction. This content is marketing and does not constitute an offer or solicitation to buy any fund(s) mentioned. No promotion or offer is intended other than where the fund(s) is/are authorized for distribution.

 

Please visit https://www.aegonam.com/en/contact/ for an English summary of investor rights and more information on access to collective redress mechanisms.

Adtrax: 7983312.1. Expiry: 31 May 2026

Author

Quill PR
aegonam@quillpr.com
View profile