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SRI Services response to FCA SDR and labels consultation DP21/4

January 17th, 2022

I am delighted to share our response to the FCAs recent ‘Sustainability Disclosure Requirements (SDR) and investment labels‘ discussion paper. Our response was rather lengthy,  so you may prefer to focus on the summary of key points below (the text below is ‘as submitted’): Download our response here: FCA SDR DP 21 4 SRI Services […]

Normalising Net Zero – ILP Moneyfacts sustainable investment article

December 15th, 2021

Net Zero is rapidly becoming part of business as usual in UK financial services

Appointment to FCA ‘Disclosure and Labels Advisory Group’

November 4th, 2021

I am delighted to report that I have been appointed to the FCA’s new ‘Disclosure and Labels Advisory Group’. The ‘Sustainability Disclosure Requirements (SDR) and investment labels’ paper that this relates to was published on 3 November 2021, can be found on the FCA website here, starting with the following text: “We are seeking initial […]

Greening Finance roadmap & related developments

October 21st, 2021

This brief blog is to help you bookmark this important document which maps out much of what we can expect to see in the broad sustainable investment arena over the next few years:   We are delighted at the growing level of attention being paid to sustainable investment by the UK Government in the run up […]

SRI Services & Partners Good Money Week event 2021

September 18th, 2021

We are delighted to invite you to sign up to our annual event which is being held in two parts this year:  an all day Zoom conference on 6 October, and an informal London drinks reception on 13 October. Sign up links for both events are below.     6 October all day event 10 […]

SRI Services welcomes new FCA ‘ESG and Sustainable Investment Principles’

July 19th, 2021

SRI Services welcomes new FCA ESG and Sustainable Investment Principles

Regulatory developments in sustainable investment (July 2021)

July 12th, 2021

[Please see my more recent ‘Principles’ blog as the FCA Sustainable Investment Principles are now live.] As you will know, the focus on ‘ESG’ (environmental, social and governance) has ramped up  dramatically recently right through the investment value chain.  News is now emerging almost daily from all quarters – from the public facing NGOs (notably […]

Climate considerations now embedded across main UK financial regulators

March 25th, 2021

During UKSIF’s excellent ‘Ownership Day’ event today I was delighted to hear from their keynote speaker Mark Manning of the FCA, that the Chancellor of the Exchequer Rishi Sunak has formally written to Nikhil Rathi, Chief Executive of the FCA, with notification that the government now requires climate change to form part of the regulator’s […]

Building Trust in Sustainable Investment – FCA keynote speech at SRI Services Good Money Week event

November 26th, 2020

On 21 October 2020 Richard Monks – Director of Strategy at the FCA – kindly gave the keynote speech at our annual ‘SRI Services and Partners Good Money Week event’. There is a transcript of his speech available on the FCA website here. We were delighted with the content of the speech and welcome the […]

SRI Services & Partners Good Money Week 2020 event videos now live!

October 28th, 2020

I am delighted to report that we have just loaded the videos from our first ever online ‘SRI Services and Partners’ online Good Money Week event onto our YouTube channel. The sessions are listed in chronological order on a play list  – here. 288 financial advisers and others attended on the day and the feedback […]

Keynote speaker announced for 21 October SRI Services and Partners event

September 2nd, 2020

SRI Services and Partners annual ‘Good Money Week’ ‘virtual’ event – 21 October 2020 I am delighted to announce that the FCA’s Director of Strategy, Richard Monks, has agreed to give the keynote address as this year’s SRI Services and Partners Good Money Week event. Sign up to the ‘SRI Services and Partners’ 21 October […]

EU ESG consultations – SFDR & Disclosure

June 19th, 2020

Introduction The EU has a raft of consultations ongoing aimed at driving  investment to be more focused on sustainability. I am yet to give these the time they deserve, but to help you keep up to date here are some thoughts and links you may like to digest… Although their work on sustainable finance has […]

Understanding Greenwash

November 13th, 2019

Recent media coverage, generated in part in response to a recent report by SCM*, indicates that greenwash fears are growing apace. This is of course a huge shame as when we talk about funds that focus on environmental, social and ethical issues we would all much rather be talking about their benefits relative to their […]

FCA Feedback Statement on Climate Change and Green Finance

October 18th, 2019

FCA statement on climate change and green finance

PRA & FCA Climate Financial Risk Forum- first meeting

March 22nd, 2019

Source: FCA website 12 March 2019 First meeting of the PRA and FCA’s joint Climate Financial Risk Forum Press Releases Published: 12/03/2019 Last updated: 12/03/2019 On Friday 8 March, the PRA and FCA hosted the first meeting of the Climate Financial Risk Forum (CFRF). The objective of the CFRF is to build capacity and share best practice across financial […]

FCA DP18/8 consultation: Climate Change and Green Finance deadline looming

January 16th, 2019

As mentioned in my blog in October last year the FCA is consulting on climate change and green finance. SRI Services plans to respond to this important paper – both by welcoming it and by responding to those questions that fall within our area of expertise. DP18/8: Climate change and green finance DEADLINE – 31 JANUARY […]

How not to do SRI. Guardian article on Goldman Sachs ‘Just’ fund

September 30th, 2018

I am not close enough to say whether or not the specifics of this article are correct, yet none of it really surprises me… The financial services community has a reputation for audacity and struggles to earn trust. Reading this article makes the risks associated with the SRI market ‘going mainstream’ very clear. The piece […]

SRI Services welcomes FCAs proposed review on SRI, ESG & ethical concerns

July 20th, 2018

I am running rather late with blogs at the moment as there is so much happening – but felt it important to flag the news that the FCA is looking into the area of ESG/SRI in Q1 2019 – as part of their response to the Law Commission’s  review of Pensions and Social Investment. None […]

Pensions & Social Investment: Law Commission review

June 27th, 2017

We are delighted to welcome the Law Commission review of ‘Pensions & Social Investment’ published June 2017. This important review, whilst not fully digested yet, appears to support and even advance the view that social, as well as other related ethical and environmental considerations should form part of our pensions investment landscape and decision making. You can […]

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Latest News

SRI Services response to FCA SDR and labels consultation DP21/4
January 17, 2022

I am delighted to share our response to the FCAs recent ‘Sustainability Disclosure Requirements (SDR) and investment labels‘ discussion paper. Our response was rather lengthy,  so you may prefer to focus on the summary of key points below (the text below is ‘as submitted’): Download our response here: FCA SDR DP 21 4 SRI Services […]

Top 50 Fund EcoMarket sustainable investment searches 2021
January 17, 2022

  Below is a list of the top 50 filter options selected by Fund EcoMarket users during the course of 2021. This shows that, as in previous years, a wide range of filters are used by Fund EcoMarket users, most probably as that is what is required in order to offer advice on sustainable investment […]

ShareAction report on asset managers’ proxy votes
December 17, 2021

ShareAction has just published their 2021 report on shareholder voting. The gist of the report is that many shareholders, most importantly amongst them the largest (because they have the most votes) are not supporting shareholder resolutions on environmental and social issues – even when their proxy advisers are recommending they should. There will doubtless be […]