SDR update: Schroders adopts ‘Impact’ label, policy statement for portfolio managers due in Q2 2025
Schroders’ real estate fund among first to adopt ‘Impact’ label alongside WHEB fund
fund labels
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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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What to expect in SFDR overhaul
Simplicity and precision should be the highest priorities, says CFA Institute’s Chris Fidler
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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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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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Setting the standard: What Europe can learn from SDR
Jeff Rupp, director of public affairs at INREV, looks at the impact of SDR on the redevelopment of the EU’s SFDR rules
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Pimfa members call for one-year delay to SDR reporting for portfolio management
Members released a statement outlining their concerns over the timeframe for SDR
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UKSIF and IA publish guidance for SDR consumer-facing disclosures
Investors should include information such as labels as well as sustainability objectives and metrics
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Nordea AM launches two Article 9 bond funds
Labelled bond market continues to grow across Europe
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Sustainability labels: Challenges for portfolio managers
From passing on costs of implementation to investors, to meeting the 70% threshold, portfolio managers have a lot to consider
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Green Dream with Castlefield’s McMahon: We have been exercising our right to vote against sustainability committees
Ita McMahon discusses engagement progress, training for the anti-greenwashing rule and more sophisticated conversations with clients
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FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback