Sustainability makes headway in 2025 Alpha Manager rating
Global managers continue to dominate ratings
FE fundinfo
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Foresight Solar announces fee changes, succession plan and liquidity debate
Tony Roper will become chair of the trust in September this year
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SFDR and SDR: Two paths diverging on sustainable finance?
Financial institutions operating across both regions must now contend with two parallel regulatory regimes
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What counts as vulnerable? Key Consumer Duty feedback for financial advisers
With over 50% of people deemed ‘vulnerable’ at some stage in their lives, advisers need to address some key issues, writes FE fundinfo’s Helen Slater
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Mikkel Bates retires as FE fundinfo’s regulatory manager
Helen Slater has become the FE fundinfo’s new regulatory manager
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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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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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Is the SDR fund label kick-off date also a deadline?
FE fundinfo’s Mikkel Bates discusses the next steps investors and distributors must take to comply with SDR label rules
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ESA suggestions for SFDR improvements ‘could bring it closer to the UK’s SDR’
However, any changes to SFDR could be a while away as a new EU Commission is set up
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CCLA’s Corah and Berens: Why ESG funds need to raise the bar for their investors
The firm is moving its products beyond the trend of ‘traditional green, clean and thematic funds’
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French SRI fund label changes to hit EM funds
No-go jurisdictions pose divestment question for managers
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Implementing SDR is not like Consumer Duty
SDR deadlines shouldn’t be treated as flexible or voluntary, writes FE Fundinfo’s Mikkel Bates