How has SDR affected UK investment portfolios so far?
Limited choice of labelled products, and the lack of passive funds are the biggest concerns
Author: Michael Nelson
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FCA and PRA axe plans to impose stricter DEI rules for financial services
Further information on the FCA’s work on non-financial misconduct is expected in June
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Women continue to lag behind men in financial education, confidence and literacy
Handelsbanken Wealth & Asset Management study reveals traditional gender roles remain stubbornly in place
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Private market revenues could surpass traditional strategies by 2027
But a FCA review found ‘room for improvement’ in private market valuation processes
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BlackRock hits back at ShareAction report while halting meetings with investee companies
The asset manager championed its voting record while simultaneously backing away from engagement meetings
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Vanguard, iShares and M&G funds added to Evelyn Partners’ Sustainable MPS
The latest rebalance saw trades across all asset classes, with four holdings sold
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Ninety One to apply SDR Sustainability Impact label on global equity fund
The fund invests in businesses driving structural growth in sustainability
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CFA UK appoints Nick Bartlett as chief executive
Replacing Will Goodhart, who steps down in March after 18 years in the role
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Premier Miton EMs fund to use Sustainability Impact label
Managed by Fiona Manning and William Scholes
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SJP equity fund aligns with SDR Sustainability Focus label
The external fund manager will also change, with Schroders taking over as the fund’s sole manager
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Aegon to apply Sustainability Focus SDR label to two funds
Three of Aegon’s ethical funds will remain unlabelled with sustainable characteristics
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Ninety One UK Sustainable Equity fund to merge with global mandate
Manager Matt Evans to remain part of sustainable equity team