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  • 1.  Morningstar SDR Paper

    Posted 12-01-2024 11:12

    Morning all,

    Some interesting insights from Morningstar's latest paper on SDR.

    They expect ~300 funds with labels by the end of the year (~8% of UK domiciled funds).

    Some interesting snips...

    Have you started thinking about how you are to apply SDR to your business?

    Would be great to hear your thoughts!



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    Francesca Wheble
    Responsible Investment Analyst
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  • 2.  RE: Morningstar SDR Paper

    Posted 13-01-2024 08:19

    Interesting information Francesca! It would be interesting to know how many of these labelled funds are SFDR 8 vs 9 and how many funds have switched from 9 to 8. 



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    Tarjei Lode
    MBA Candidate at London Business School
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    Original Message


  • 3.  RE: Morningstar SDR Paper

    Posted 16-01-2024 12:38

    Hi Tarjei,

    Thanks for your response.

    This would be a great insight...do you know any data sources we could retrieve this data from?



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    Francesca Wheble
    Responsible Investment Analyst
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    Original Message


  • 4.  RE: Morningstar SDR Paper

    Posted 17-01-2024 22:59

    Thanks for the sharing.

    With the FCA publishing the final SDR rule the investment label and providing more clarity, I hope the number of uk funds will rise in the future. 



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    Ho Chuen Yim
    Manager
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    Original Message


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