Sustainability Wire: Mainstreaming Sustainability: News & Content Highlights from Equity Research

Research evidence excerpt

Sustainability Wire: Mainstreaming Sustainability: News & Content Highlights from Equity Research

J P M O R G A N Europe Equity Research

26 June 2026

Sustainability Wire

Mainstreaming Sustainability: News & Content

Highlights from Equity Research

Top of the Agenda…

• SFDR 2.0. Look Before You Leap. We cover the latest developments on

SFDR and summarize key takeaways from our investor roadshow. In our view,

an agreement between co-legislators could be found by the end of this year,

paving the way for the subsequent formal adoption of the revised regulation. EMEA Sustainable Investing

Once adopted by all, the changes will be effective after a 24 month Research

implementation period, i.e. in 2029 at the earliest. Link AC Jean-Xavier Hecker

• Global Sustainable Investing Mid-year Outlook. The report finds that (33-1) 4015 4472

global policy is broadly supportive of sustainability, provides an analysis of jean-xavier.hecker@jpmorgan.com

sustainable fund flows and performance across regions, and includes six stock J.P. Morgan Securities plc

screens for investment idea generation. Link Hugo Dubourg AC

(33-1) 4015 4471

hugo.dubourg@jpmchase.com• Sustainability Connect 2026 - Upcoming Calls: ASM International (June

29), IMI (Sept 02), Novartis (Sept 17), and BT Group (Sept 30). Please contact J.P. Morgan Securities plc

your J.P. Morgan representative or any member of the team for registration. For Noemie de la Gorce, CFA AC

compliance purposes, these calls are restricted to investors only. (44-20) 7134-4229

noemie.delagorce@jpmorgan.com

• Also: EU Council reaches negotiating position on SFDR; EBA simplifies ESG J.P. Morgan Securities plc

disclosure requirements; Paris court orders TotalEnergies to report emissions Ojasvee Shah