It is important that model portfolio service (MPS) providers and discretionary fund managers (DFMs) are part of the Sustainability Disclosure Requirements (SDR) regime, but the process is unlikely to be simple, a partner at one of the first asset management firms to signal intent to take on a label told PA.
The Financial Conduct Authority (FCA) revealed it will publish its policy paper on the implementation of the SDR for portfolio managers in Q2 2025. Names and marketing rules were set to come into force for asset managers on 2 December, though some firms will now have until 5 April to comply. WHEB Asset Management partner and head of research Seb Beloe told Professional Adviser that the main challenge for both MPS providers and DFMs when it comes to SDR is that they are being asked to do the same level of stock due diligence as asset managers do. "They're not really used to having to ...
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