Claims assessment · Product claim
ESG-screened portfolio
Typical treatment across 5 reviewed regimes. Every verdict below is tied to a stated legal hook.
Market comparison
How this claim is typically treated
5 reviewed markets · one comparison
| Market | Typical treatment | Legal basis | What is required |
|---|---|---|---|
| European UnionEU | Conditional | ESMA fund-names guidelinesOfficial text ↗Sustainable Finance Disclosure Regulation (SFDR)Official text ↗ View legal reasoningSFDR Art. 8 minimums; ESMA fund-names if in name | Disclose screening criteria, exclusions, % coverage; if 'ESG' in name: 80% threshold + CTB exclusions. |
| United KingdomUK | Conditional | View legal reasoningFCA SDR naming rules | Screen criteria disclosed; name gated to label conditions. |
| United StatesUS | Conditional | A direct source link has not yet been added for this assessment. View legal reasoningSEC Names Rule (80% policy if ESG in name); marketing rule | 80% basket Dictionary termAlignmentThe deliberate process of making strategies, requirements, incentives, data or actions consistent enough to support a shared objective without necessarily making them identical.Read the full definition ; prospectus consistency. |
| CanadaCA | Conditional | View legal reasoningCompetition Act s.74.01(1)(b.2); CSA fund-names guidance (Jan 2025) | Screen methodology documented. |
| AustraliaAU | Conditional | A direct source link has not yet been added for this assessment. View legal reasoningACL s.18; ASIC INFO 271 | Screen criteria + application evidence (Mercer lesson). |
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