FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback
The regulator has made adjustments to requirements for portfolio management services following industry feedback
Some firms were hoping for a longer transition period, commentators say
The firm is moving its products beyond the trend of ‘traditional green, clean and thematic funds’
Up from 20% a year ago, according to 2024 ESG Barometer report
Morningstar analysis shows high number are not within the scope of FCA labelling regime
Carlota Esguevillas to head up team and fund manager Ketan Patel leaves the firm
Long-awaited SDR includes changes such as a fourth fund label, and less prescriptive stewardship and disclosure rules