EU watchdogs eye changes to Sustainable Finance Disclosure Regulation
Comments wanted by 4 July 2023
Comments wanted by 4 July 2023
‘We see this trend gathering substantial pace over the next few years’
Region is undergoing a generational shift changing how private clients operate
To help its advisers integrate best practices when dealing with clients
As regulators emphasise the need to address sustainability concerns
Opportunity for asset managers and product providers to bridge the knowledge gap
Firms ‘must be able to substantiate the full exclusion’ of investments
Morningstar CEO says the investment strategy has the ‘potential to make a difference in a lot of people’s lives’
‘There’s no turning back’
But most agreed that ‘investments should make a positive difference as well as a financial return’
Reputational risk for recommending funds is a top worry for IFAs
SDR consultation proposes fund labelling, disclosure and marketing rules