Talking PointDec 1 2023

Adviser poll: how does FCA's SDR rules change your engagement with fund managers?

Supported by
Schroders
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Supported by
Schroders
Adviser poll: how does FCA's SDR rules change your engagement with fund managers?
(Photo by olia danilevich via Pexels)

The FCA published the rules to its sustainability disclosure requirements and labelling regime earlier this week.

In it the regulator introduced a number of measures:

  • An anti-greenwashing rule for all FCA-authorised firms to reinforce that sustainability-related claims must be fair, clear and not misleading. The regulator is also consulting on supporting guidance.
  • Naming and marketing rules for investment products, to ensure the use of sustainability-related terms is accurate.
  • Four labels to help consumers navigate the investment product landscape and enhance consumer trust.
  • Consumer-facing information to provide consumers with better, more accessible information to help them understand the key sustainability features of a product.
  • Detailed information targeted at institutional investors and consumers seeking more information in pre-contractual, ongoing product-level, and entity-level disclosures.
  • Requirements for distributors - platforms and advisers - to ensure that product-level information (including the labels) is made available to consumers.

With the increased focus on sustainable investing set to accelerate further following the FCA’s publication of the rules, how much will it affect how you engage with your asset manager over sustainable funds?

Please answer in the poll below.