Two EdenTree funds adopt SDR ‘Sustainability Impact’ label
EdenTree’s Green Future fund and Green Infrastructure fund met the requirements for the label
Sustainability Disclosure Requirements (SDR)
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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
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Industry welcomes FCA extension to SDR naming and marketing rules
Firms can have until April 2025 to comply with the rules in ‘exceptional circumstances’
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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
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WHEB renames fund as it adopts ‘Sustainability Impact’ SDR label
‘SDR process has been challenging but the end result is worthwhile’
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The value of an external advisory committee
Castlefield’s Ita McMahon explains the main functions – and added value – of an experienced advisory committee