Track to the Future – with Sarasin & Partners’ Christopher Cade
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
SDR
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FCA anti-greenwashing rule comes into force: How to avoid greenwashing
Joshua Sherrard-Bewhay explains how companies can avoid falling foul of the FCA’s anti-greenwashing legislation
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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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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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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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CCLA’s Corah and Berens: Why ESG funds need to raise the bar for their investors
The firm is moving its products beyond the trend of ‘traditional green, clean and thematic funds’
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MainStreet Partners: 24% of Article 8 funds at risk of greenwashing
Up from 20% a year ago, according to 2024 ESG Barometer report
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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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Edentree reshuffles RI team as veteran Neville White retires
Carlota Esguevillas to head up team and fund manager Ketan Patel leaves the firm
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FCA releases Sustainability Disclosure Requirements
Long-awaited SDR includes changes such as a fourth fund label, and less prescriptive stewardship and disclosure rules
