SDR: The implications for DFMs
Concerns of vast swathes of assets chasing labelled funds and a threshold MPS will never meet
Regulation
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Will disclosing ‘unexpected’ holdings lead to greater transparency?
Groups say SDR proposal is ‘innovative’ but subjective
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‘No evidence’ pension fund TCFD reporting driving change on climate
Some pension funds ‘only viewing it as a compliance obligation’
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FCA turns attention to linking executive pay to sustainability
Discussion paper looks at governance, incentives and competencies relating to ESG outcomes
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FCA to test ESG claims at asset managers
UK regulator will start with governance at ‘firms already under surveillance’
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‘On the naughty step’: Implications of SDR and Consumer Duty for advisers
Square Mile webinar considers whether SDR means ethical funds and index trackers are left behind
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When do sustainable fund labels become too prescriptive?
The system must be challenging yet achievable, and comprehensive yet clear to consumers
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Passives’ Article 9 market share shrinks in Q4 shake-up
Morningstar reports ‘radical changes’ to sustainable fund landscape in fourth quarter
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Article 9 downgrades a result of ‘signing up with no plan’
Rize ETF co-founder says SFDR made clear more obligations were coming down the line
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FCA sustainable fund label proposal nuances hammered out by industry
Responses to SDR consultation praise ‘high bar’ set for UK funds
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Article 9 funds play down fossil fuels and violate UN principles
EETs find minimal disclosure around fossil fuels but data suggests exposure is higher than expected
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Policy trends investors should watch in nature and land use
Inevitable Policy Response integrates nature and climate trends with expected global government responses to guide investors