Do you have exposure to Modern Day Slavery? A sobering question we were recently asked by a large asset manager client conducting due diligence on their supply chain (including us). But we’re a B Corp – that’s against everything we stand for – ‘no chance’ – was my immediate response. So prove it – what […]
We’re delighted to announce new functionality on the Worthstone Portal to enable subscribers to filter and report by Sustainability Disclosure Requirements (SDR) investment labels is live now! This progressive and dynamic feature will help keep your market knowledge current as a predicted torrent of funds adopt SDR labels. The new filter tool provides subscribers a fast-track to identify the funds which have met the highest standards of […]
The Anti-Greenwashing Rule is a core component of the FCA’s Sustainability Disclosure Requirements (SDR) – alongside the new labels and disclosures. The UK’s flagship scheme is set to raise the bar on other ESG regulatory regimes, like Europe’s SFDR, aiming to reinforce trust amongst retail investors by ensuring financial products marketed as sustainable do as […]
Is B Corp just virtue signalling or a stamp of genuinely good business? Full disclosure, we are ourselves wholeheartedly a B Corp! But we are also an evidence-led business. We scrutinise data on Asset Managers who offer Sustainable Investment funds looking for signals that identify higher quality product. So as it’s B Corp month we […]
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 […]