Post by Greenbaq

𝗢𝗻𝗲 𝗨𝗞 𝗮𝘀𝘀𝗲𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗿 𝗷𝘂𝘀𝘁 𝗮𝗰𝗵𝗶𝗲𝘃𝗲𝗱 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝗻𝗼 𝗼𝗻𝗲 𝗲𝗹𝘀𝗲 𝗵𝗮𝘀. In 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟲, EdenTree Investment Management became the only UK fund house to achieve full 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗗𝗶𝘀𝗰𝗹𝗼𝘀𝘂𝗿𝗲 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 (𝗦𝗗𝗥) 𝗹𝗮𝗯𝗲𝗹𝗹𝗶𝗻𝗴 across its entire product range. All 11 funds have either the Sustainability Impact or Sustainability Focus label. This is more than compliance. It is proof that credible sustainable investing can meet stricter regulatory standards. 𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗻𝗼𝘄? On 𝟮𝟳 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟲, the Financial Conduct Authority (FCA) released its first good and poor practice review of SDR labelling, covering roughly 150 labelled UK funds. 𝗞𝗲𝘆 𝗳𝗶𝗻𝗱𝗶𝗻𝗴𝘀: • Vague objectives like “making a positive contribution” fail measurability standards • Unsupported claims that 100% of revenues are sustainable were flagged as poor practice • Double counting assets across label categories misrepresents sustainability exposure • Confusing Focus assets (already sustainable) with Improver assets (transitioning) fails regulatory expectations 𝗧𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝗯𝗲𝗵𝗶𝗻𝗱 𝘁𝗵𝗲 𝘀𝗵𝗶𝗳𝘁 • 𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝗦𝗚 𝗔𝗨𝗠 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝗲𝗱 𝘁𝗼 𝗴𝗿𝗼𝘄 𝗳𝗿𝗼𝗺 $𝟰𝟱.𝟲𝟭𝗧 (𝟮𝟬𝟮𝟲) 𝘁𝗼 $𝟭𝟴𝟬.𝟳𝟴𝗧 𝗯𝘆 𝟮𝟬𝟯𝟰 • 𝗕𝗲𝗳𝗼𝗿𝗲 𝗦𝗗𝗥, 𝟳𝟬% 𝗼𝗳 𝗨𝗞 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗯𝗲𝗹𝗶𝗲𝘃𝗲𝗱 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗳𝘂𝗻𝗱𝘀 𝘄𝗲𝗿𝗲 𝗺𝗶𝘀𝗹𝗲𝗮𝗱𝗶𝗻𝗴 SDR is fundamentally about rebuilding tru 𝗪𝗵𝗮𝘁 𝘁𝗵𝗶𝘀 𝗺𝗲𝗮𝗻𝘀 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀: Align disclosures with FCA benchmarks, not internal interpretation. Watch for unsupported revenue claims, unclear scoring models, and weak sustainability KPIs. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗲𝗿𝘀: Model Portfolio Services remain outside current labelling scope, creating a temporary regulatory grey area. 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀: An SDR label is not a guarantee, it is a verified declaration of process and intent. At Greenbaq, our infrastructure helps asset managers, advisers, and fund operators interpret FCA expectations, collect sustainability data through embedded pipelines, and communicate credentials clearly to investors and regulators. In a transparent market, decision intelligence creates advantage. Ready to turn impact into measurable value? https://lnkd.in/dVtr7t2U #SDR #FCA #GreenwashingPrevention #SustainableFinance #UKRegulation #EdenTree #SustainabilityDisclosure