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
FE fundinfo
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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
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SFDR’s labyrinth path to clarity
The criteria have undergone more twists and turns than a suspenseful thriller, writes FE fundinfo’s Mikkel Bates
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The paradigm shift within the responsible investment landscape: What’s next?
We are witnessing a maturation process in ESG investing, writes FE fundinfo’s Dr Matthias Breier
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Lack of joined-up thinking on EU sustainability disclosures
Rushing out regulation has caused conflicts and the need to rework procedures