Hawksmoor temporarily suspends sustainable portfolios in anticipation of SDR amendments
The firm is awaiting the FCA’s decision on proposals regarding extending SDR to apply to portfolio managers
MPS
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Ebi launches passive ESG MPS range
The 11 new impact portfolios ‘seek to generate positive, measurable, and sustainable social and environmental change, alongside a financial return’
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Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
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Green Dream with ebi’s Griffiths: AI will reshape the investment industry and wider society
Jonathan Griffiths, investment product manager at the DFM, says firms can choose to surf the AI wave or be washed away by it
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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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FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback
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Robeco renames multi-asset funds to emphasise sustainability focus
Switching from a ‘fund-to-funds’ model to a ‘line-by-line’ structure
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Amundi and EBI to launch SRI model portfolios
Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust
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SDR: The implications for DFMs
Concerns of vast swathes of assets chasing labelled funds and a threshold MPS will never meet
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Evelyn Partners’ sustainable MPS range reshuffles equity funds
Atlas and Alquity funds added
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Epworth unveils Christian principles MPS
Managed by Canaccord Genuity Wealth Management
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Abrdn adds sustainable index to its MyFolio range
Companies that don’t meet UN standard on human rights, labour, environment, and anti-corruption are excluded