FCA proposes extending investment research rules to pooled funds
Regulator wants to widen scope of recent research rule overhaul to UCITS and alternative investment funds
SDR
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‘SDR implementation is far more challenging than we ever anticipated’
Fund group representatives share their frustrations at Good Money Week
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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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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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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
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Square Mile updates 3D methodology to reflect SDR fund labels
Funds will be given a sustainability profile and rating
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UKSIF and IA publish guidance for SDR consumer-facing disclosures
Investors should include information such as labels as well as sustainability objectives and metrics
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Industry welcomes FCA’s anti-greenwashing guidance but will need to ‘rush’ to meet 31 May deadline
Some firms were hoping for a longer transition period, commentators say
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FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback
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Passives to be ‘significantly underrepresented’ in SDR labels
Morningstar analysis shows high number are not within the scope of FCA labelling regime
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One third of platforms and advisory groups ‘would fail’ SDR entity-level disclosure requirements
‘No time to waste in setting targets and collecting reliable emissions data’