Raising the Bar on Sustainable Funds: the UK’s Sustainability Disclosure Requirements (SDR) Regime
Read here an article from PIMFA Journal #29 by Katie Lavin, ESG Consultant at Avyse Partners, on why the UK’s SDR regime is a signal that the investment industry must transform to meet new standards of trust and transparency
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Sustainability in Practice: Guidance for Advisers and Trainers
This guide by the advisers’ sustainability group offers practical guidance to help integrate sustainability efficiently into existing advice processes, distilling good practice insights and ready-to-use templates, explains the key regulations, outlines steps to identify and act on client preferences, and sets out training requirements to ensure firms meet their obligations with confidence.