PIMFA’s response to FCA; CP 24/8: Extending Sustainability Disclosure Requirements (SDR) regime to Portfolio Management
PIMFA Consultation Response to FCA CP 24/8: Extending Sustainability Disclosure Requirements (SDR) regime to Portfolio Management. While we are supportive of the intended purpose and spirit of the proposals, we have concerns about some of the details and consider the following to be critical for our sector and the success of the policy more broadly: Delaying the implementation of the SDR rules for portfolio management by 12 months, following the publication of final rules; Reconsider including bespoke portfolios in the SDR regime; Provide more clarity around the inclusion of overseas funds; Consider lowering the 70% threshold for labels; Include a carve out in the final rules that addresses the retail client requirement for non-labelled responsible investments
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Investment
The act of buying something such as a share in a company or other financial instrument with the hope of it increasing in value.
The PIMFA Financial Crime Conference is returning for its 2026 edition – with the regulatory, governmental and technological approach to tackling financial crime evolving, PIMFA will be ready to update…
£275.00 – £590.00
Date & Time: 26th Feb 2026 (9:30) - 26th Feb 2026 (18:00)
CPD: 5
Location: Shoosmiths
The purpose of the Regulatory Board Sub Committee is to advise PIMFA on all regulatory matters of significance to its...