Hi All
The FCA published its Consultation Paper (CP24/8) on Extending the Sustainability Disclosure Requirements (SDR) regime to Portfolio Management on 23/04/2024. The proposals mean applying the labelling regime, naming and marketing rules, and disclosure requirements to portfolio managers.... There is a lot to digest and consider, the impacts are wide-reaching and the FCA is asking for comments by 14/06/2024.
The CP runs to 101 pages...If you are short on time but want an overview, we (ESG ACCORD (Accord Initiative)) have made this edited highlights document for an ⏱️ under 30-minute read time. https://www.linkedin.com/posts/elly-dowding_cp248-edited-highlights-activity-7193557305534087168-9B5p?utm_source=share&utm_medium=member_desktop
Please do note: This PDF document is not exhaustive, it is copied and/or edited highlights from the main CP24/8 to give a snapshot of the proposals. This document highlights the key areas impacting Portfolio Managers. It is recommended that you read the full Consultation Paper (plus the accompanying documents - listed at the end of PDF) if you intend to make a formal response to the FCA.
Hope it is useful!
Please do let me know if you have questions (we are FCA DLAG members).
Best wishes
Elly
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Eleanor Dowding
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