FCA cans rollout of SDR for model portfolio service providers
Despite ‘broad support’ for the move
SDR
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How has SDR affected UK investment portfolios so far?
Limited choice of labelled products, and the lack of passive funds are the biggest concerns
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Generation next with Chloe Tang: Investing isn’t about predicting the future – it’s about managing uncertainty
The investment analyst at WHEB Asset Management on the importance of taking in the bigger picture
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Rathbones Asset Management adopts SDR labels on two funds
Rathbone Greenbank Global Sustainability and Rathbone Greenbank Global Sustainable Bond funds will use the label from 2 April
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Q&A: What does Foresight’s acquisition of WHEB mean for the future?
George Latham, managing partner at WHEB, explains why cultural alignment was crucial
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Generation next with Pietro Sette: Giving something back
MainStreet Partners’ research director – GSS bonds, on why green investments are so vital right now, both for client returns and social change
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IA: Jargon remains a barrier to SDR adoption despite high adviser appetite
Advisers are ‘always’ speaking to clients about sustainability but jargon and lack of detail in fund documentation a concern
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Baillie Gifford drops sustainable tag from £159m monthly income fund
The strategy has been renamed the Baillie Gifford Monthly Income fund
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115 funds drop ESG from branding in 2024
A further 30% to 50% of all European ESG funds are expected to change their names in line with FCA and ESMA marketing guidelines in 2025
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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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Premier Miton EMs fund to use Sustainability Impact label
Managed by Fiona Manning and William Scholes
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Liontrust identifies further cost cuts as Q4 outflows reach £1.6bn
Firm will also overhaul 10 UK-domiciled funds to gain SDR label