How has SDR affected UK investment portfolios so far?
Limited choice of labelled products, and the lack of passive funds are the biggest concerns
FCA
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AllianceBernstein adopts SDR ‘Sustainability Focus’ label for two funds
The equity funds are within AB’s OEIC range
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Introducing BSI PAS 7342 – the new sustainable fund standard
Having the BSI bring together experts from all stakeholders to draft this new standard feels even more important today
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Rathbones adopts ‘Sustainability Focus’ label on two funds
Rathbone Greenbank Global Sustainability and Rathbone Greenbank Global Sustainable Bond funds will use the label from 2 April
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FCA and PRA axe plans to impose stricter DEI rules for financial services
Further information on the FCA’s work on non-financial misconduct is expected in June
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Private market revenues could surpass traditional strategies by 2027
But a FCA review found ‘room for improvement’ in private market valuation processes
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M&G to adopt Improvers label across its Sustain Paris Aligned fund range
The range includes three funds actively engaging with companies to sustain their climate reduction efforts
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Fidelity to apply SDR Mixed Goals label to three multi-asset funds
At least 70% of assets will invest in funds with Sustainability Focus and Sustainability Improvers alignment
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Nearly a quarter of all Article 8 funds remain at risk of greenwashing
The number of Article 9 funds that have a greenwashing risk is reduced to just 3%, according to MainStreet Partners research
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Are questionnaires really a suitable substitute for an honest client/adviser conversation?
Rebecca Kowalski questions the use of questionnaires, warning they can generate ‘imperfect outcomes’
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FCA delays SDR implementation for portfolio managers
Asset managers taking ‘longer than expected’ to comply with SDR and the fund labelling regime
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Octopus launches platform for investors to purchase direct shares in renewable projects
The free-to-join platform enables investors to buy shares in wind turbines or solar farms