SDR

Divergence set to define regulation in 2024 following passing of UK financial services act

Regulation

Divergence set to define regulation in 2024 following passing of UK financial services act

Unknown election outcomes

clock 20 December 2023 • 4 min read
Industry warns of 'tight' implementation timeline for SDR

ESG

Industry warns of 'tight' implementation timeline for SDR

‘A lot of detail to process’

clock 18 December 2023 • 3 min read
FE fundinfo's head of ESG product: From SRI to ESG and navigating the paradigm shift

ESG

FE fundinfo's head of ESG product: From SRI to ESG and navigating the paradigm shift

New terminology

clock 13 December 2023 • 4 min read
Equity funds gather £449m inflows after six months of net selling

Equities

Equity funds gather £449m inflows after six months of net selling

Calastone Fund Flow index

clock 06 December 2023 • 4 min read
FCA 'closes loopholes' with introduction of fourth label under SDR but further clarification needed

Regulation

FCA 'closes loopholes' with introduction of fourth label under SDR but further clarification needed

Consultations and rules expansion

clock 28 November 2023 • 3 min read
FCA unveils final SDR rules including fourth 'Mixed Goals' label for 'blended strategies'

Regulation

FCA unveils final SDR rules including fourth 'Mixed Goals' label for 'blended strategies'

Policy paper released

clock 28 November 2023 • 9 min read
SDR has consumer at its heart but adviser role is now key

ESG

SDR has consumer at its heart but adviser role is now key

Next stages for the regulator

clock 28 November 2023 • 4 min read
Schroder REIT proposes investment objective change and variable fee structure

ESG

Schroder REIT proposes investment objective change and variable fee structure

Planning for SDR implementation

clock 21 November 2023 • 2 min read
Quilter Investors' Marisol Hernandez: Trusting ESG ratings data to fix a problematic system

ESG

Quilter Investors' Marisol Hernandez: Trusting ESG ratings data to fix a problematic system

Needs to create the necessary trust

clock 27 September 2023 • 4 min read
EU review of SFDR 'welcomed' by industry despite potential 'frustration'

Regulation

EU review of SFDR 'welcomed' by industry despite potential 'frustration'

Industry-wide consultation

clock 15 September 2023 • 3 min read
Most read
01

Marcus Rashford's investment company at risk of closure

03 January 2025 • 1 min read
02

Baillie Gifford's Edinburgh Worldwide board deems Saba notice invalid as it stands by team

03 January 2025 • 2 min read
03

One third of investment trusts made double-digit returns in 2024 amid troublesome year for sector

03 January 2025 • 3 min read
04

Herald investment trust hits back at Saba over attempt to oust its board

03 January 2025 • 2 min read
05

US equity funds deliver top performance in 2024 while Latin America and energy suffer

02 January 2025 • 3 min read
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