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’
Sustainability Disclosure Requirements (SDR)
-
-
Aviva Investors backs King’s College Consumer Duty and SDR course for IFAs
Understanding the new requirements and help deliver sustainable outcomes
-
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
-
FCA scraps work on stewardship effectiveness metrics
Forthcoming FRC Stewardship Code consultation now ‘vitally important’ to defining stewardship effectiveness
-
Industry welcomes FCA extension to SDR naming and marketing rules
Firms can have until April 2025 to comply with the rules in ‘exceptional circumstances’
-
Over 1,200 UK funds facing ‘urgent compliance deadline’ for SDR naming and marketing rules
The 2 December SDR deadline is for funds seeking to utilise sustainability-related terminology in fund name
-
WHEB renames fund as it adopts ‘Sustainability Impact’ SDR label
‘SDR process has been challenging but the end result is worthwhile’
-
The value of an external advisory committee
Castlefield’s Ita McMahon explains the main functions – and added value – of an experienced advisory committee
-
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
-
SDR: Those who take action now ‘will be best prepared for the next deadline’
Naming and marketing requirements for labelled funds must be met by 2 December
-
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
-
Next Generation with Castlefield’s Walley: Distinguishing between the credibility of climate targets can be challenging
Assistant sustainability analyst, Eleanor Walley, believes that active ownership is the key to influencing positive change