Fund labels Archives

SDR fund labels: what are we seeing?

Published on: 15/11/2024

SDR fund labels - update: The adoption of sustainable fund labels is big news at the moment, particularly as we…
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SRI Services and partners 2024 event videos

Published on: 18/10/2024

We are delighted to be able to share videos from our annual conference, which are displayed in the order of…
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SRI Services and Partners annual Good Money Week event 2024

Published on: 07/10/2024

I am delighted to report that our annual Good Money Week conference, which we held at the (old) Museum of…
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SDR update - July ILP Moneyfacts article

Published on: 24/07/2024

I am delighted to have contributed an article to Investment Life and Pensions Moneyfacts magazine this month, where I have…
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SDR update - a whistlestop tour for financial advisers

Published on: 19/07/2024

As we welcome the sun putting in an appearance at long last, and before everyone heads off on their holidays,…
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What is SDR? article just published in ILP Moneyfacts

Published on: 13/03/2024

Sharing the article I wrote for Investment Life and Pensions Moneyfacts magazine a few weeks ago - which was published yesterday!…
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Introduction to SDR - video

Published on: 15/01/2024

Below is a brief (18 minute) video introducing the new FCA SDR rules that went live on 28 November 2023.…
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FCA Sustainability Disclosure and Labelling Regime published

Published on: 28/11/2023

SRI Services is absolutely delighted to welcome the SDR, which is now live. The information below is our 'welcome statement'…
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FCA finds further work required to embed its ESG and SI principles in funds

Published on: 20/11/2023

SRI Services is delighted to welcome the following statement from the FCA ahead of the (awaited) publication of SDR,…
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Rollercoasters and regulators - the ESG boom and beyond

Published on: 14/07/2023

This week saw the publication of my most recent article written for Investment, Life and Pensions Moneyfacts: 'Rollercoasters and Regulators'.…
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ESG ratings consultation

Published on: 03/04/2023

Time does not permit me to do justice to everything that is happening in and around sustainable investment at the…
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SDR consultation feedback

Published on: 31/01/2023

The SDR (Sustainability Disclosure Requirements) consultation paper was, in my view, a big step in the right direction for the…
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FCA SDR consultation paper video

Published on: 07/12/2022

Now live: Below is a link to a new video I have posted on the SRI Services YouTube channel -…
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Professional Adviser article - Whistle stop tour of sustainability disclosure requirements

Published on: 14/11/2022

Why SDR should not play second fiddle to Consumer Duty Julia Dreblow 11 November 2022• 4 min read The Financial…
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Foundations for Growth (awaiting SDR) article - ILP Moneyfacts

Published on: 14/10/2022

Whilst we await publication of the SDR consultation paper, which we expect the FCA to publish shortly, you may find…
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How SDR should help financial advisers

Published on: 14/07/2022

The journey to sustainable fund labelling & how SDR should help financial advisers - and other UK retail financial services…
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FT Adviser article - How should we label ESG funds?

Published on: 09/02/2022

For those following the discussions around the all important topic of labelling sustainable investment funds you may be interested in…
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Sustainable investment 4,3,2,1

Published on: 10/12/2021

As you are reading this post you may well know that I have spent nearly 30 years working in sustainable,…
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Fund labelling article written for ESG Clarity

Published on: 02/12/2021

A big thank you to ESG Clarity for inviting me to write a piece on the important topic of sustainable…
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SRI Services welcomes new FCA 'ESG and Sustainable Investment Principles'

Published on: 19/07/2021

I am delighted to welcome the launch of the FCA's new 'ESG & sustainable investment principles' which I have been…
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Six Monthly Fund EcoMarket user report - exploring sustainable investment trends.

Published on: 13/07/2021

This information relates to Fund EcoMarket user activity from 1 January - to 30 June 2021 Key findings: Use of…
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'Stick or Twist' - our recent Investment Life and Pensions Moneyfacts article

Published on: 18/05/2021

This blog shares the text of an article I recently wrote for Investment Life and Pensions Moneyfacts which they kindly…
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New Fund EcoMarket brochure

Published on: 27/10/2020

I am delighted to inform you that our new brochure has been finalised and is available to download. This can…
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Which? report on ethical investment

Published on: 05/08/2020

I'm delighted to have been able to support Which? with their recent ethical investment report (and for both SRI Services…
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Fund EcoMarket filter options - annual update

Published on: 03/03/2020

Once a year we gather ideas about what we could usefully add or alter on the Fund EcoMarket filter options…
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Recent changes to Fund EcoMarket

Published on: 06/12/2019

Just a brief note to let you know about some of the changes we have made to Fund EcoMarket recently.…
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Investment Association Responsible Investment Framework announced

Published on: 18/11/2019

The Investment Association's long awaited Responsible Investment framework launched today (18 November 2019). Although I am yet to digest the…
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interactive investor launches ethical 'ACE' list with help from SRI Services

Published on: 10/09/2019

SRI Services is delighted to announce that we have been working with interactive investor in the development of their 'ACE'…
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