FCA delays SDR implementation for portfolio managers
Asset managers taking ‘longer than expected’ to comply with SDR and the fund labelling regime
fund labels
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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
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Premier Miton EMs fund to use Sustainability Impact label
Managed by Fiona Manning and William Scholes
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Liontrust to adopt Sustainability Focus label on 10 funds
The funds manage £8.5bn of assets
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SJP equity fund aligns with SDR Sustainability Focus label
The external fund manager will also change, with Schroders taking over as the fund’s sole manager
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Aegon to apply Sustainability Focus SDR label to two funds
Three of Aegon’s ethical funds will remain unlabelled with sustainable characteristics
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Regulatory outlook 2025: Could upheaval lead to overload?
PA Future asked regulatory experts what to expect in 2025 as CSRD comes into force, SDR beds in, and SFDR is set for adjustments
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What’s in a label?: The double-edged sword of SDR labelling
Although SDR cannot be considered a damp squib, it needs to evolve with industry feedback and practical realities, writes Jake Moeller