Hawksmoor temporarily suspends sustainable portfolios in anticipation of SDR amendments
The firm is awaiting the FCA’s decision on proposals regarding extending SDR to apply to portfolio managers
FCA
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Q&A with WHEB’s Latham: ‘Our investment objective and strategy is now 12 to 14 pages long’
WHEB’s managing partners discusses the process of obtaining an ‘Impact’ label under SDR and why the FCA extension is a ‘sensible move’
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Aviva Investors backs King’s College Consumer Duty and SDR course for IFAs
Understanding the new requirements and help deliver sustainable outcomes
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Leading change: How are fund managers walking the walk?
Those not flexing their stewardship muscles are getting called out, writes Jake Moeller
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What to expect in SFDR overhaul
Simplicity and precision should be the highest priorities, says CFA Institute’s Chris Fidler
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FCA scraps work on stewardship effectiveness metrics
Forthcoming FRC Stewardship Code consultation now ‘vitally important’ to defining stewardship effectiveness
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Industry welcomes FCA extension to SDR naming and marketing rules
Firms can have until April 2025 to comply with the rules in ‘exceptional circumstances’
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Over 1,200 UK funds facing ‘urgent compliance deadline’ for SDR naming and marketing rules
The 2 December SDR deadline is for funds seeking to utilise sustainability-related terminology in fund name
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Premier Miton Global Renewables trust drops ‘sustainable’ from investment objective
The trust opted out of the FCA’s new SDR labelling, which looks to combat greenwashing
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WHEB renames fund as it adopts ‘Sustainability Impact’ SDR label
‘SDR process has been challenging but the end result is worthwhile’
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Impact Healthcare REIT announces upcoming name change due to SDR naming rules
First material change seen in the investment trust universe as a result of SDR – with more predicted to come
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Are investment trust boards making progress on diversity?
The AIC’s Annabel Brodie-Smith explains how the availability of data on ethnic diversity on investment trust boards is ‘an important step’