How has SDR affected UK investment portfolios so far?
Limited choice of labelled products, and the lack of passive funds are the biggest concerns
Sustainability Disclosure Requirements (SDR)
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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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Introducing BSI PAS 7342 – the new sustainable fund standard
Having the BSI bring together experts from all stakeholders to draft this new standard feels even more important today
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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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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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Investment community split on the need for UK Green Taxonomy as consultation deadline passes
While some view a green taxonomy as ‘vital’, others say it risks creating a counterproductive regulatory burden
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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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Schroders to adopt all four SDR labels on 16 funds
Schroders is the first firm to publicly confirm the adoption of all four SDR labels
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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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BlackRock fund becomes first to use Sustainability Improvers SDR label
The BFM Brown to Green Materials fund seeks to invest in materials companies essential for the low carbon transition