Worthstone, an independent B Corp providing sustainable investment research, has published a new report that shows Asset Manager participation in sustainability initiatives is growing quickly but doesn’t always correlate with better outcomes. Titled “Are Investors Taking (not just Talking) the Initiative?” the report analyses 28 major sustainable investing initiatives and their adoption by over 100 […]
SDRs not just for Christmas… But what changes might impact an Adviser’s business, and when can you expect to see changes affect you and your clients? The release of SDR was some Christmas present for the sustainable investment industry. 2024 will see the real work begin, however. We would encourage Advisers to take note now […]
After a few lengthy delays, the final Policy Statement was released at the end of 2023. The new rules start to come into force throughout this year. Here are some key dates for your calendar in 2024; Guidance for the anti-greenwashing rules is still in consultation until 26th January. When the final rules come into […]
Wellth Portfolios to offer “transparent and authentic” sustainable investment options, using the complementary technologies of Worthstone and Collidr Worthstone, the sustainable investment specialist, has selected Collidr to manage the Wellth Sustainable Investment Portfolios. The portfolios are offered currently to end investors through more than 10 adviser firms and growing. As part of the collaboration, Collidr […]
Our research shows that the number of new sustainable fund launches has fallen off a cliff since the announcement of the FCAs Sustainability Disclosure Requirements (SDR). Worthstone analyses the entire sustainable fund market available to UK investors. Since 2004 (the birth of the term ‘ESG’) there have been steady increases in the number of new […]
The FCA has just announced that the final Sustainability Disclosure Requirements (SDR) will be published by the end of the year instead of Q3. The anti-greenwashing rule is still expected to come into force immediately upon publication of the final policy statement. Adviser debate on the ambiguity of sustainable investment labels and the potential to […]