Fund EcoMarket
the sustainable, responsible and ethical investment information hub
the sustainable, responsible and ethical investment information hub
July 14th, 2022
The journey to sustainable fund labelling & how SDR should help financial advisers – and other UK retail financial services intermediaries…
Following a presentation I recently gave at a conference I have re-recorded my slides in order to share them directly with you.
The 28 minute presentation talks about why I believe financial advisers – and indeed almost all UK retail financial services intermediaries – find sustainable investment funds difficult to describe to clients, how I believe SDR and labelling should help (when finalised) – and why this is so important.
Please be aware, these are my own views – based on my experience. Although I am a member of the FCA’s Disclosure and Labels Advisory Group (DLAG) the consultation that they are working on is not yet finalised and we will only know its final content when it is finalised and made public – in Q3 2023.
(Information on how we classify funds within the Fund EcoMarket database tool can be found here: https://www.fundecomarket.co.uk/help/sri-styles-directory)
Happy viewing… & please click ‘subscribe’ and offer feedback whilst you are there 🙂
The SRI Services & Partners annual Good Money Week event will be back, in person, on 6 October 2022 Sign up here As in previous years there will be a combination of expert keynote presentations and fund manager panel sessions. The main details are: Date: Thursday 6 October Main conference: 10 – 5.30pm Drinks reception: […]
Below is a link to an article that I wrote for this month’s Investment Life and Pension Moneyfacts. (Just published – July 2022) My title for the piece was “Sustainable investment: slow, slow, quick” in recognition of the accelerating pace of change in all things sustainable investment, particularly climate change. Their title ‘Putting down roots’ […]
The journey to SDR and how it should help financial advisers