Sustainable Pulse: EMEA Quarterly Chartbook: Flows, Performance, Themes & Regulations

Research evidence excerpt

Sustainable Pulse: EMEA Quarterly Chartbook: Flows, Performance, Themes & Regulations

J P M O R G A N Europe Equity Research

14 July 2026

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Sustainable Pulse

EMEA Quarterly Chartbook: Flows, Performance,

Themes & Regulations

Welcome to the second edition of “Sustainable Pulse”, our EMEA Sustainable

Investing Quarterly Chartbook. Complementing our regular publications on

the EMEA Sustainable Investing market, this report covers Assets under

Management, Flows, Performance, Product Launches, and Sector Weights

across SFDR Funds and EU-domiciled Thematic Funds. It provides regularly

updated figures offering a comprehensive snapshot of the market's current EMEA Sustainable Investing

state, which we consider essential at a time when the perception of an 'ESG Research

backlash' can sometimes outpace reality. Jean-Xavier Hecker AC

(33-1) 4015 4472

• SFDR Equity Funds: A resilient quarter despite mid-quarter volatility. As jean-xavier.hecker@jpmorgan.com

of June 2026, Article 8 and 9 equity funds held a combined $4,261.1bn (~53% J.P. Morgan Securities plc

of the market), with Article 8 dominant at ~50% and Article 9 at ~3%, while Hugo Dubourg AC

Article 6 stood at $3,746.8bn (47%). Art 8 & 9 assets grew a solid +7.6% QoQ (33-1) 4015 4471

versus March, though they eased -7% in June from the May peak. Flows were hugo.dubourg@jpmchase.com

J.P. Morgan Securities plc

volatile but showed resilience, with Article 8 recovering to net inflows of