In the News
August 6, 2024

Fund providers can now adopt new labels outlined for SDR

Matter's Co-Founder and COO comments on the new labels to PA Future & A-Team Insights.

While some ESG-focused groups are anticipated to be early adopters of these labels, appreciating the overarching goals of SDR and the FCA's label development, many others find the process of applying for a specific label challenging due to the extensive data and reporting required. The available labels for SDR are: Sustainability Impact, Sustainability Mixed Goals, Sustainability Focus, and Sustainability Improvers.

Matter’s Co-founder and COO Emil Stigsgaard Fuglsang comments on the progress:

"Smaller UK firms could struggle to analyse their portfolios for a label. The implementation of SDR is a positive step for the UK fund management industry, but it also presents two tall hurdles many smaller firms must now overcome. Any fund manager who wishes to adopt the labels must develop frameworks for classifying investments as sustainable, as well as thoroughly analyse their portfolios to ensure at least 70% of investments align with the fund’s objectives."

Click here to read the full article on PA Future by Portfolio Advisor.

Click here to read the full article from A-team Insights.

Matter is on a mission to deliver high-quality data and insights on sustainability metrics to investor funds and portfolio managers. The solutions aim to simplify reporting processes, compliance overviews, in-depth analyses of portfolios on multiple metrics, etc. Our methodology evolves around transparency, granularity, and the robustness of the data we provide.

Please feel free to contact us for more information or read on to our other Insight pieces

Author

Sarah Millerton

While some ESG-focused groups are anticipated to be early adopters of these labels, appreciating the overarching goals of SDR and the FCA's label development, many others find the process of applying for a specific label challenging due to the extensive data and reporting required. The available labels for SDR are: Sustainability Impact, Sustainability Mixed Goals, Sustainability Focus, and Sustainability Improvers.

Matter’s Co-founder and COO Emil Stigsgaard Fuglsang comments on the progress:

"Smaller UK firms could struggle to analyse their portfolios for a label. The implementation of SDR is a positive step for the UK fund management industry, but it also presents two tall hurdles many smaller firms must now overcome. Any fund manager who wishes to adopt the labels must develop frameworks for classifying investments as sustainable, as well as thoroughly analyse their portfolios to ensure at least 70% of investments align with the fund’s objectives."

Click here to read the full article on PA Future by Portfolio Advisor.

Click here to read the full article from A-team Insights.

Matter is on a mission to deliver high-quality data and insights on sustainability metrics to investor funds and portfolio managers. The solutions aim to simplify reporting processes, compliance overviews, in-depth analyses of portfolios on multiple metrics, etc. Our methodology evolves around transparency, granularity, and the robustness of the data we provide.

Please feel free to contact us for more information or read on to our other Insight pieces

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