SDR in Practice: What we've learned from 30 Financial Institutions

Discover the practices and trends of funds under the UK's SDR regime

Discover how British financial institutions are transforming their practices in response to new sustainable transparency requirements. 

Our research is based on the analysis of 30 representative funds totaling £17 billion in assets under management, offering a comprehensive overview of the four SDR labels: Impact, Focus, Improvers, and Mixed Goals. The study also includes a comparison with unlabeled funds presenting environmental and social characteristics, as well as an evaluation of the synergies between SDR and SFDR for funds subject to both regimes.

Key highlights of the study

• Naming and communication: Analysis of naming strategies and compliance with SDR rules
• Asset allocation: Assessment of compliance with the 70% threshold of assets aligned with the sustainable objective
• Sustainable objectives: Mapping of environmental and social themes prioritized
• Exclusions and stewardship: Engagement practices and exclusion policies
• Sustainability metrics: Analysis of indicators used and their transparency

Download our analysis table for free by filling out the form below. You will also receive an infographic detailing the key essential points of the study.

Don't hesitate to send us your feedback, questions, and comments. We would be delighted to discuss them with you!

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