Making SDR a success into 2025 and beyond
With just weeks away until the FCA’s next deadline, there’s still work to do to ensure SDR delivers against its end goals, writes the IA’s Carol Thomas
Sustainability Disclosure Requirements (SDR)
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Fidelity International to adopt FCA Sustainability Focus label for three funds
Label will apply to Fidelity’s sustainable UK, global and European Equity funds
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BlackRock sustainable fund changes name ahead of SDR
Trust drops ‘Sustainable’ from its name ahead of SDR
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Investors’ understanding of SDR still weak
Research in Finance finds the majority of private investors fail to understand SDR metrics
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Two EdenTree funds adopt SDR ‘Sustainability Impact’ label
EdenTree’s Green Future fund and Green Infrastructure fund met the requirements for the label
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FCA releases ‘good practice’ guidance for firms applying for SDR labels
Also includes ‘bad practice’ examples
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Has trust in ESG claims hit rock bottom?
The FCA has provided a window of opportunity to turn perceptions around, writes the AIC’s Nick Britton
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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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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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Aviva Investors backs King’s College Consumer Duty and SDR course for IFAs
Understanding the new requirements and help deliver sustainable outcomes
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More rigorous ESG fund classification necessary as uncertainty remains
CFA Institute report sets out to clearly define what an ESG fund is, as ambiguity around the terms persists
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FCA scraps work on stewardship effectiveness metrics
Forthcoming FRC Stewardship Code consultation now ‘vitally important’ to defining stewardship effectiveness