How has SDR affected UK investment portfolios so far?
Limited choice of labelled products, and the lack of passive funds are the biggest concerns
fund labels
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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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Nordea AM reviews fund names following new ESMA sustainability rules
Group has added or kept ‘Sustainable’ in the names of 17 Nordea 1 SICAV funds following review
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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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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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IA: Jargon remains a barrier to SDR adoption despite high adviser appetite
Advisers are ‘always’ speaking to clients about sustainability but jargon and lack of detail in fund documentation a concern
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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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Invesco and Castlefield drop ESG-related terms in fund names
Responding to fund labelling requirements under SFDR and SDR
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Ninety One to apply SDR Sustainability Impact label on global equity fund
The fund invests in businesses driving structural growth in sustainability
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Four investment trusts become first to adopt SDR sustainability labels
Non-UK AIC members are looking carefully at the labelling regime in preparation for when they’re bought into scope