Has the FCA stunted the sustainable market? 
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Has the FCA stunted the sustainable market? 

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 […]

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Day of reckoning still looms for Sustainable funds despite FCA delay

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 […]

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Do you want the good news or the bad news on sustainable investments first?

For those of you with clients in sustainable investments, the FCA’s Sustainable Disclosure Requirements (SDR) will disrupt the landscape. All will be revealed soon, with the publication of the final guidelines expected in September. Whilst we’re hopeful SDR brings more clarity and confidence to the market, we are not kidding ourselves that it’s a panacea, […]

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Many happy returns – Wellth portfolios 1st year performance

April sees the 1-year anniversary of the Wellth Impact Investment Portfolios. The goal of the portfolios is to maximise positive impact as well as delivering long-term financial returns. As sustainable impact investing specialists, Worthstone’s analysis identifies the best sustainable funds from an impact perspective for inclusion in the portfolios. The Worthstone universe comprises the entire […]

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B Corp – virtue signalling or valuable signpost?

A question I wrestled with when B Corporation (or B Corp) first launched in the UK in 2015. After observing the initial developments and seeking the council of respected early adopters we eventually decided to go for it! Fast forward and this week we celebrated passing our assessment for recertification, a requirement every three years. […]

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ESG Scores Soar – are they still useful?

 ESG ratings inflation is making global inflation look moderate. The number of funds in our universe that score the maximum 5/5 has risen from just 10% two years ago (at the height of explosive growth in the number of sustainable funds) to over 55% today. We’ve observed ESG score inflation consistently each quarter since then, […]