FCA delays SDR implementation for portfolio managers
Asset managers taking ‘longer than expected’ to comply with SDR and the fund labelling regime
MPS
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Vanguard, iShares and M&G funds added to Evelyn Partners’ Sustainable MPS
The latest rebalance saw trades across all asset classes, with four holdings sold
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EQ Investors expands MPS with Sustainable World launch
Dual mandate to achieve long-term capital growth while prioritising sustainability outcomes
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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
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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